SECTION 2

Rehab (Fix & Flip) SFR Refinance Questionnaire

Agent:—

Referred By:—

Loan Type:—

Date:1/23/2026

BORROWER INFO:

Borrower Name

Home Address

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

Currently Titled (Person or Company/LLC)

Property Original Acquisition Price

Property Acquisition Date

Payoff Amount

Are we paying off a rehab loan?

Current Anticipated as-is Appraised Value

Rehab Dollar Amount already completed (also explain what has been done)

Rehab Amount for new loan – (Get rehab budget on our mandatory form)

After Repair Value (ARV)

Are you adding or converting square footage?

If adding, how much square footage?

Do you need permits?

If yes, are permits approved?

If yes, do you have copies of the permits? Required before closing on all refi's.

Are architectural drawings/plans needed? (Required for all heavy rehabs)

If yes, do you have the drawings/plans?

Is the property vacant or occupied?

Do you have a survey? (May be required)

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.)

Approx balance in your bank accounts (liquidity):

What is the most important thing to you with this loan request? (Example, closing quickly, down payment, etc.)

ADDITIONAL NOTES: