30 Year Rental Loan Application

- Step 1 of 6

Are you the Borrower or Broker? *

Are you working with an Account Executive at TaliMar Financial? *

Who is your Account Representative? *

Borrower Information

Name *

First

Last

Phone *

Email *

Have you completed a Borrower Application for the person(s) or entity which will be borrowing the funds in the last 12 months? *

In order to be issued a Term Sheet, you must have completed a Borrower Application for yourself or the entity under which you will be borrowing the funds in the last 12 months. If you have not completed a Borrower Application in the last 12 months, you will receive a follow up e-mail with a link to the application.

Broker Information

Name of Broker *

First

Last

Broker Phone *

Broker Email *

Are you earning a Broker Fee for the transaction? *

What is the Broker Fee (% of Loan Amount)? *

What is the Borrower's estimated Credit Score? *

What is your approx. Credit Score? *

TaliMar Financial will not pull credit unless we have a signed authorization to do so.

Does the Borrower own their primary residence? *

Do you own your primary residence? *

Do you have a preferred insurance agent? *

Insurance Agent Name *

Insurance Agent email address *

Is this a Purchase Loan or a Refinance Loan? *

Purchase Loan

Is the Property under contract? *

What is the Purchase Price? *

What is the Closing Date? *

Would you like a Proof of Funds Letter for your offer? *

Refinance Loan

How do you hold title to the property?

What is the name of the Entity? *

Is the Entity in Good Standing? *

Did you purchase the property in the last 12 months? *

When did you purchase the property? *

What was the purchase price of the property? *

What is the estimated value? *

Have you made any significant improvements to the property? *

Explain *

How much did you spend on the improvements? *

Do you have any existing loans on the property? *

What is the balance of the 1st position loan? *

Do you make monthly payments on the 1st position loan? *

Explain *

What is the monthly mortgage payment? *

Are the payments current? *

Please Explain *

Are any of the liens on the property currently/previously in Forbearance? *

Please Explain *

Do you have any late payments in the last 12 months? *

Please explain *

Do you have another loan secured on the property? (2nd) *

What is the balance of the loan? *

Do you make monthly payments? *

What is the monthly mortgage payment? *

Are the payments current? *

Please Explain *

Do you have any late payments in the last 12 months? *

Please explain *

Do you have another loan secured on the property? (3rd) *

What is the balance of the loan? *

Do you make monthly payments? *

What is the monthly mortgage payment? *

Are the payments current? *

Please Explain *

Do you have any late payments in the last 12 months? *

Please explain *

What is the Property Address? *

Address Line 1

Address Line 2

City

State

Zip Code

Do you intend to use this as your primary residence? *

Does the property have multiple rental units? *

Is the property more than 4 units? *

What is the gross monthly rents of all the units? *

How many individual rental units? *

What is the square footage of the property? *

Is all the square footage permitted? *

What is the annual property tax payment? *

What is the annual property insurance payment? *

What is the estimated annual property tax payment? *

What is the estimated annual property insurance payment? *

What is the monthly HOA payment? (enter $0 if none)

Is the property currently leased? *

Will the property be leased at purchase? *

What is the estimated monthly rental income? *

Rental Income Information

What is the rental income for Unit #1? *

# of Bedrooms *

# of Bathrooms *

Size of unit (SF) *

Is the lease for 12 months? *

Is the tenant current on the payment? *

Please Explain *

Add Another Unit

What is the rental income for Unit #2? *

# of Bedrooms *

# of Bathrooms *

Size of Unit (SF)? *

Is the lease for 12 months? *

Is the tenant current on the payment? *

Please Explain *

Add Another Unit

What is the rental income for Unit #3? *

# of Bedrooms *

# of Bathrooms *

Size of Unit (SF) *

Is the lease for 12 months? *

Is the tenant current on the payment? *

Please Explain *

Add Another Unit

What is the rental income for Unit #4? *

# of Bedrooms *

# of Bathrooms *

Size of Unit (SF) *

Is the lease for 12 months? *

Is the tenant current on the payments? *

Please Explain *

Do you earn any other income on the property? *

Please Explain *

How much income is generated? *

How much are you looking to borrow? *

How did you hear about TaliMar Financial? *

Please explain. *

Please provide the name of who referred you to TaliMar Financial? *

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