Investor Intake Form - Legacy Team

Name:

First

Last

Email:

Phone number:

Entity Name:

Social Security Number:

Date of birth: (mm/dd/yyyy)

Residency Status:

Estimated Credit Score

Amount of Liquid Assets:

Net Worth:

Monthly Income:

Have you been foreclosed on or had to sell short? If yes, please provide the date:

Number of properties exited last 24 months:

Total # of properties owned:

Purpose of Loan:

Loan amount requested:

Term:

Target Closing Date: (mm/dd/yyyy)

Rehab needed?

Property address:

Property Type:

Purchase Price:

Current Property Value:

Is the property under contract?

Do you plan to occupy the property?

Can you access the property interior?

Summary of exit strategy:

Quick summary of plans for repair:

Estimated cost of rehab:

Estimated days required:

After Repair Property Value: