SECTION 6

DSCR Purchase

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

Purchase Price

Down Payment Amount (min is 20%)

Proof of borrower's contribution & reserves (last two bank statements)

Executed purchase contract (All amendments)

Closing date

Seller Related In Any Way to Buyer?

Existing Lease?

Lease agreements signed by both parties

Complete the DSCR calculator (not a question to ask the borrower)

Get exact taxes, insurance premium, & HOA to calculate the DSCR

Complete Quick App, add title and insurance contact info in the system.

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: