Consultation Intake Form
Submit this form prior to completing a consultation
Name
First Name
Last Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
Which service would you like to consult for?
Financing
Home Buyer
Home Selling
Refinancing
Credit Repair
Renting
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Financing Intake Questions
What type(s) of funding are you looking to get?
Please Select
Hard Money
Mortgage Lending
Business Line of Credit
Private Lending
Any
Do you know the home/property you want to purchase?
Yes
No
Do you need help looking for a home/property?
Yes
No
How much of your own cash do you have saved to use?
Do you have a job that gives a W-2?
Yes
No
Do you have any other sources of income? List below.
What is your estimated credit score?
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Home Buying Intake Questions
How much of your own money do you have towards your purchase?
Do have extra funding? If so, what type?
What type of funding are you looking to receive?
Hard money
Mortgage lending
Business line of credit
Private lending
Other
What is your price range you are looking to purchase?
What is your estimated credit score
What are you looking purchase?
Single Family
Multi Unit
Commercial
Land
What part of PA are you looking to purchase?
Do you have a specific area within the city in mind? If yes, explain.
# of Bedrooms
# of Bathrooms
Architecture
Need plans
Not this job
Contractor
I have my own
I need one
When are you looking to purchase?
Is the person completing intake sheet the only name going on the property?
If no, how many owners including yourself?
Do all parties have validating income?
Yes
No
Do all or any party have a business name they will be using?
Yes
No
If yes what is the company’s name, address and EIN number?
Do you have any other preferences/comments?
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Property Selling Intake Questions
What are you looking to sell?
Single Family
Multi Unit
Commercial
Land
When are you looking to sell?
What condition is the property?
Poor/ full rehab
Fair/ needs updating
Good/Newly rehab
Other
Does the property need any roof , electrical or plumbing work? If yes, please specify.
Are you willing to do any work on it?
Will you need help finding your next home in the process of selling?
Yes
No
Additional information or comments.
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Refinancing Intake Questions
How many names are on the subject property including yours?
Do all parties agree to refinance?
Yes
No
Does any party owe the IRS or the government such as Back taxes or Student Loans?
Do you plan to spend the funds on the home?
Yes
No
Do you plan to spend the money on a new home?
Yes
No
If yes, will you need help finding or purchasing the new home/Property?
Yes
No
Where is the home located?
How much is owed on the home?
Additional information or comments.
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Credit Repair Intake Questions
Reason for credit repair?
Discrepancies with credit?
Previous Credit Repair experience?
Length Of time at current address?
Areas Of Opportunity?
Projected Timeframe?
Expectations:
Additional information or comments.
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Renter Intake Questions
Do the renter(s) that will go on the lease have any evictions or collections?
Yes
No
How much are you looking to pay monthly ?
Do you have at least 3 times the rent you plan to pay a month saved?
Yes
No
Do you get paid weekly, bi-weekly, or monthly?
What is your credit score?
Have you had your credit ran for another home in the last 30 days?
Yes
No
What is your area preference?
Bedrooms
Bathrooms
How soon are you looking to move?
Additional information or comments.
Submit
Should be Empty: