Referral Partner Lead Submission Form

Fill out your lead's information below:

Are you already working with one of our Commercial Loan Brokers? If yes, please provide their name here:

Referral Partner's Name & Contact Information

Fill out your lead's contact information below:

Full Name *

Lead's Phone # *

Email *

Property Address *

City *

State *

Postal code *

Name of your Corporation, LLC or LLP, if applicable

If applicable, do you have another person named on your Corporation, LLC, LLP (husband, wife, member, partner)? If yes, what's their name & email address?

Property Type

Loan Type

Address of Property You're Purchasing, Refinancing or Constructing

Annual Taxes $

Annual Insurance $

Annual HOA $, if applicable

Estimated Property Value: $

Estimated Payoff of Existing Loan(s), if applicable: $

If a purchase, what's the Purchase Price?

If a refinance, how long have you owned this property?

If the property your purchasing/refinancing is income producing, how much income was earned during the last year (gross income)?

Loan Amount Requested: $

How much Liquid Cash do you have available (checking & savings combined)?

Loan Term Requested

Interest Rate Requested?

Your Credit Score

If a Fix & Flip, how many flips have you completed in the last 3 years?

Please tell us about your level of experience *

Additional Information/Comments

If applicable, use this link to upload your marketing brochure, business plan, resume, CV, etc.

You can upload multiple files (up to 10). Files must be in one of the following formats: pdf, doc/docx, jpg/jpeg, png, gif, csv/xlsx

Our standard processing fee is $1,000. Clients will be charged 50% after a LOI (Letter of Intent/Interest) has been approved by the client. A PayPal invoice will be sent to the client's email for the initial 50% processing fee deposit. The remaining 50% will be collected at closing.

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