SECTION 4

Bridge Financing SFR Refinance (NO Rehab)

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.

Are you current on your mortgage payments?

Are you in forbearance, do you have a notice of default, or are you being foreclosed on with this property?

PROPERTY INFO:

Subject Property Address

Number of Units

Property Original Acquisition Price

Original Purchase Date

Current Anticipated Appraised Value

Payoff Amount

Are we paying off a rehab or construction loan?

How much did you put down when you purchased the property?

How much rehab work (in $) has been completed since the property was purchased?

Exit Strategy (Select one: Sell / Hold)

Why do you want to refi into a bridge? Paint the picture because only good reasons are approved.

Is it currently listed on MLS?If so, what price?

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)

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: