J3 Residential Intake Form

Residential Intake Form

Welcome to J3 Creative Consulting.

We are excited to help you in your journey to funding your real estate investments. Please take a few minutes to help us understand what needs to be funded.

Are you the end borrower? *

Yes

If you are filling out this form as a broker/connector/bird dog, please choose "No" above

Requestor's Full Name *

Best way to contact you? *

The remainder of this form and its questions apply to the borrower

Borrower Information

Borrower's First Name *

Borrower's Last Name *

Borrower's Email *

Borrower's Phone Number *

Borrower's Primary Residence *

Date of birth *

What is your approximate FICO score? *

Are you a licensed realtor or general contractor? *

SMS/Text (Opt-In) *

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply. Text HELP to (XXX) XXX-XXXX for assistance. You can reply STOP to unsubscribe at any time.

Background Information

Have you had a Bankruptcy, Foreclosure or Mortgage Late in the last 5 years? *

Yes

Have you had a Bankruptcy, Foreclosure or Mortgage Late in your LIFETIME? *

Yes

Any large liens, judgements or serious felonies that you know of? *

Disclaimer: Providing false or misleading information in response to these questions will result in immediate disqualification. We maintain a zero-tolerance policy for withholding critical details related to the loan.

Please type "I Agree" for the disclaimer statement shown above *

Entity Information

What is the name of the entity this property will be owned by? *

What is the entity EIN?

What is your date of incorporation?

What is the entity address?

What is the ownership/percentage breakdown?

Investment Property Information

What type of property do you need funding for? *

How many units on the property? *

Address

Street Address *

City *

State *

Country *

Postal code *

Do you already own the subject property? *

Yes

What is/was the PURCHASE PRICE for the property? *

Is there a lien against the property already in place?

Yes

No, I own it outright

Please upload proof of ownership

Please upload your most recent payoff statement for any loans in place

Please upload your Purchase Contract OR Settlement Statement from the acquisition

if we do not have the purchase contract, this could delay funding until we have it

What is your CLOSE OF ESCROW date? *

Please enter the AFTER REPAIR VALUE for the property *

Please provide documentation for comparables

Please enter the AS IS amount of the property *

Please enter the expected cost for the REHAB *

Is the property rural? *

Yes

Loan Product Selection

What type of loan product are you looking for? *

Refinance/DSCR Questions

What is the PURCHASE DATE? *

What is the rehab amount spent to date (Sunk/Hard Cost)? *

What is the payoff amount? *

What is the monthly rent estimate? *

Are you current on the existing mortgage? *

Yes

Ground Up Questions

What is the construction budget? *

Is this a teardown? *

Yes

How many ground up projects of this size/scope have you done? *

How many ground up projects have you completed? *

Must be listed on title

Are permits needed? *

Yes

Gap Loan Questions

Please upload proof of the first position lender and how much they are providing on the property. *

Please provide details on the collateral you have *

Collateral is REQUIRED and asset based. Properties listed should include addresses, As-Is Value, and an estimate of equity owned

I understand that having a Transaction Coordinator (TC) involved in a GAP deal is required and I am willing to pay for their fee in order to receive the funds requested. *

Yes, I will cover the TC fees

No, I will not cover the TC fees

Loan Details

How much are you requesting to fund? *

What is your FIRST exit strategy? *

Please explain how you intend to pay the principal and interest of your loan back *

What is your SECOND exit strategy? *

How long do you need the funds for? *

Describe the use of funds *

i.e. purchase price, rehab, down payment, etc.

Any other information you think would help motivate a lender to fund THIS deal?

Experience

What is your (the borrower's) experience in LIKE DEALS in real estate over the last 3 years *

Do you have a mentor or partner on the deal with more relevant experience? *

Yes

As you are getting started, the terms of your loan will be much sweeter if you partner with someone who has more experience

What is your partner's full name? *

Please upload your partner's track record/SREO *

Here is a link to the template you can edit and upload. https://docs.google.com/spreadsheets/d/1GiecGAZEkwBPRN4h_1zF_utHaO9pcKpS/edit?usp=sharing&ouid=110026982996059131481&rtpof=true&sd=true

Please upload your track record/SREO *

Here is a link to the template you can edit and upload. https://docs.google.com/spreadsheets/d/1GiecGAZEkwBPRN4h_1zF_utHaO9pcKpS/edit?usp=sharing&ouid=110026982996059131481&rtpof=true&sd=true

Document Collection

Please upload most recent appraisal

Please provide any other applicable files

This could include but is not limited to: Scope of Work, Schedule of Real Estate, Past HUDs, Pitch Decks, Borrower Profile, Underwriting files, Proof of funds from other lenders involved, etc.

How did you find us?

Please tell us who told you about J3 *

Relationships are important to us. We want to make sure to thank those who continue to support us.