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Rehab. Pre-Qualification Worksheet


Borrower's Information:
Legal/Corporate Name:
Physical Address:
Mailing Address:
(if different from Physical Address)
City:
State:
Zip:
Phone:
Fax:
Email:
Title: Federal Tax ID:
Bus. Start Date: Product/Service Sold:
Type of Entity:
(Select One)
 

Have they had any rehab experience? YES # of years NO # of properties in past year?
Do they have a Deal Right Now? Yes No Closing Deadline?

Property Info: (Current Deal Info Target Deal Info )

Property Location:
Please include State(s)

Property can not be Owner-Occupied.

Type of Property:
Single Family 2-4 Family 5Plus Condo Conversion Other
Purchase Price:
$
Rehab Cost (if any):
$
After-Repair Value:
$
Dates & Deadlines:
$

Financial Details:

*Cash & Liquid Assets?
(Stocks, Bank Accounts, CD's, Mutual Funds)
$

Do you Own your own Home?

Equity Available?

YES NO

$

Do they currently have a HELOC (Line Amount)?

How much Available?

YES NO

$

Own additional properties?

How Many? Equity Available?

YES NO

Revolving or Credit Card debt?

If Yes, how much?

YES NO

$

Other Information:

Employment Status:

And Annual Income:

Full Self

$

Additional Information & Comments:

*Asterisked field items on form MUST be completed for pre-approval.

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