Get a Term Sheet — Private Money Pal

Contact Information

Full Name *

Role *

Broker Borrower

Phone Number *

Email Address *

Fix & Flip — Deal Details

Entity Name (optional)

Exit Strategy

Sell Hold

Property Address

Property Type

Requested Loan Amount

As-Is Value / Purchase Price

After Repair Value (ARV)

Rehab Budget

Estimated Credit Score

Fix & Flip Projects (Last 36 mo.)

Fix & Hold Projects (Last 36 mo.)

This is a Refinance Transaction

Refinance Details

Date of Purchase

Rehab Completed to Date

Existing Payoff Amount

New Construction — Deal Details

Entity Name (optional)

Property Address

Exit Strategy

Sell Hold

Property Type

Have You Purchased the Land?

Yes No

Is Property Ready for Vertical Build?

Yes No

Do You Have Plans & Permits?

Yes No

Requested Loan Amount

Purchase Price / As-Is Value

After Repair Value (ARV)

Rehab / Construction Budget

Estimated Credit Score

New Construction Projects Sold (Last 36 mo.)

New Construction Projects Held for Rental (Last 36 mo.)

This is a Refinance Transaction

Refinance Details

Date of Purchase

Rehab Completed to Date

Existing Payoff Amount

DSCR (1–4 Units) — Deal Details

Transaction Type

Purchase Rate & Term Refi Cash-Out Refi

Property Type

Property Address

As-Is Value / Purchase Price

Requested Loan Amount

Expected Closing Date

Total Rental Income

Annual Taxes

Annual HOI

Estimated FICO Score

Date of Purchase

Payoff Amount

Do You Own a Primary Residence?

Yes No

Own Other Investment Properties?

Yes No

Years Owned Primary Residence

If No Investments — Owned Any in Last 3 Years?

Yes No

Commercial Loan — Deal Details

Subject Property Address

Purpose of Loan

Purchase Rate & Term Refi Cash-Out Refi

Property Value

Purchase Price

Requested Loan Amount

Property Type

Number of Units

Estimated FICO Score

Refinance Details

Date of Purchase

Primary Residence Address

Do You Currently Operate a Business Out of This Property?

Yes No

Do You Live or Plan to Live in the Property?

Yes No

Do You Plan to Move Your Business Into This Property?

Yes No

Do You Own This Property?

Yes No

Years Owned Primary Residence

Real Estate Owned

#	Property Address	Type of Property	Current Value	Existing Mortgage
1
2
3
4
5

Commercial Rent Roll — Exhibit A (use existing if available)

Unit #	Tenant Name	Size (SF)	Start Date	End Date	Base Rent	Tax	Insur.	Maint.	Util.	Comments

Tax / Insur. / Maint. / Util.: Mark "T" for Tenant, "L" for Landlord

Additional Notes

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