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SECTION 1
Rehab (Fix & Flip) SFR Purchase Questionnaire
Agent:
—
Referred By:
—
Loan Type:
—
Date:
1/23/2026
BORROWER INFO:
Borrower Name
Home Address
Email
Phone
What is the Borrower's Self-Declared FICO Score?
Do the guarantors have a 12-mo mortgage history that will show up on his/her credit report? Has to be in the last 4 years. No mortgage lates.
PROPERTY INFO:
Subject Property Address
Number of Units
Do you have a contract?
Contract Closing Date:
Purchase Price
Rehab Amount
Estimated After Repair Value (ARV)
Exit Strategy (Select one: Sell / Hold)
Get rehab or construction budget on our mandatory form
Are you adding or converting square footage? (Explain in detail)
If adding, how much square footage?
Architectural drawings/plans & survey needed for all additions
Get copies of the drawings/plans
Is the property currently vacant or occupied?
Is there a wholesaler involved with this purchase?
If yes, is this a contract assignment or double close?
If yes, what is the original/front side purchase price?
(Not all wholesale fees are financeable)
Approx balance in your bank accounts (liquidity)?
Anything else we should know about this transaction?
ENTITY INFO:
Members of LLC/Company
How much ownership does the Sr. Member own
SREO / TRACK RECORD:
How many past similar vested projects do you have in the last 3 years where you signed the HUD's:
(Complete our track record SREO mandatory form)
(Get signed HUD's and Operating Agreements for each property on the SREO)
Will you be the GC?
Are you required to be licensed in this state?
(Will need copy of GC license, General Liability insurance, & track record for GC.)
What is the most important thing to you with this loan request? (Example, closing quickly, down payment, etc.)
ADDITIONAL NOTES:
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