New Borrower Account Input Form

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Are you working with an Account Representative? *

Select the name of your Account Representative? *

Name *

First

Last

Enter name of individual completing this form.

Phone *

Email *

Are you a signer on the loan? *

Preferred Borrower Account Program

The Preferred Borrower Account ("PBA") program is designed for investors that are looking to close quickly on real estate investment transactions and anticipate completing multiple transactions with TaliMar Financial. Once approved, we will issue a Letter of Credit borrowers can use to submit with their offers and issue property specific Proof of Funds Letters upon request. The program is free and does not require a Credit Check to get approved.

Would you like to sign up for the Preferred Borrower Account Program? *

Yes
No
I don't know

Borrower Information

Complete this section for the person or entity that will be signing the loan documents. Include information for all persons required to sign.

Is this an Account Application being completed for a Sub Entity? *

Select Yes if an application has already been submitted for the Parent Entity.

Enter Borrower Name for the Sub Entity *

If this application is being completed for a Sub Entity, enter the Sub Entity information below.

Selection Ownership Type of Property *

Individual(s)
Trust
LLC / LP / GP
Corporation
401K / IRA

Enter Borrower Name *

Example, If Individual(s), enter Mike and Jane Smith. If Entity, enter Borrower LLC, a [State] limited liability company.

Is there a custodian involved? *

Enter the name of the Custodian *

Enter Phone Number for Custodian *

Enter name of Trust *

Example - Mike Smith and Jane Smith, Trustees of the Family Trust dated January 1st, 2015

Enter Date of Trust *

Enter Company Name *

Enter State of Formation *

Enter Mailing Address of Borrower *

Address Line 1

Address Line 2

City

State

Zip Code

Enter Tax ID # of Borrower *

Is the Company in Good Standing *

Explain *

Signer Information

Enter the contact information for each signer on the loan that meet the following criteria: (1) If purchasing as an individual(s), enter spouse, partner, etc. (2) If in an entity such as an LLC, Corp, LP, etc. enter all owners with a 20% interest or greater, (3) If a guarantor on the loan.

Enter Signer 1 Name *

First

Last

Enter e-mail for Signer 1 *

Enter % Ownership for Signer 1 *

Enter Name for Signer 2

First

Last

Enter % Ownership for Signer 2

Enter E-Mail Address for Signer 2

Enter Signer 3 Name

First

Last

Enter E-mail Address for Signer 3

Enter % Ownership for Signer 3

Enter Signer 4 Name

First

Last

Enter E-Mail Address for Signer 4

Enter % Ownership for Signer 4

Enter Signer 5 Name

First

Last

Enter E-Mail Address for Signer 5

Enter % Ownership for Signer 5

Is there a Sub Entity involved in this transaction?

Sub Entity Information

If there is a Sub Entity involved involved in this transaction, an e-mail will be sent to the Individual inputted below to complete a New Borrower Input Form.

Enter Name of Sub Entity

Ownership Interest of Primary Borrower Entity

Enter % ownership interest (ie. 45%)

Enter Contact Name

First

Last

Enter the name and contact information for all other individuals with a 20% interest or greater.

Contact Phone

Contact E-Mail *

How did you hear about TaliMar Financial? *

Please Explain. *

Please provide the name of who referred you TaliMar Financial. *

At TaliMar Financial, we are committed to protecting the privacy and security of your personal information. We do not sell or distribute any personal or financial information to third parties for marketing or other commercial purposes. However, to facilitate the administration and servicing of loans, we may share necessary borrower information with a third-party loan servicer that complies with all applicable California consumer protection laws. This servicer is required to adhere to strict confidentiality and data protection standards to ensure the security of your information. By selecting Acknowledge, you consent to the limited sharing of your information for the sole purpose of loan servicing. I acknowledge that I have read and understand this notice. I consent to the limited sharing of my personal and financial information with a qualified loan servicer as described above.

Acknowledge

Signature *

Clear Signature

I/We fully understand that is is a Federal crime punishable by fine or imprisonment, or both, to knowingly make any false statements concerning any of the above facts as applicable under the provisions of Title 18, United States Code, Seciton 1001, et. seq.

Email *