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Pre-Loan Application

A comprehensive intake tool for real estate investors seeking private funding on non-owner-occupied projects. It captures the critical deal points — from property valuation to borrower experience — so your file can be assessed properly the first time.

Before you start

This is an enquiry, not a credit application. Submitting it does not obtain a credit report, does not create any obligation on either side, and is not a commitment to lend. Nothing here is an offer of credit — any terms come later, in writing, after review.

1. About you

First name

Last name

Phone

Borrowing entity Leave blank if you have not formed an entity yet.

2. The property

Property address If you have not identified a property yet, describe the area and type you are targeting.

Property type

Occupancy We finance investment and business-use property, not primary residences.

3. The deal

Financing needed

Transaction type

Purchase price or current value

Loan amount requested

Renovation / construction budget If work is planned. A line-item budget can follow later.

Projected value after work After-repair or as-completed value, if applicable.

Capital you are contributing

Funding timeline

How will the loan be repaid? This is the single most important question on the form. A clear exit is what makes short-term financing work.

4. Experience

Comparable projects completed

Investment properties currently owned

Anything else we should know

5. Consent

We use your information only to assess and respond to this enquiry. We do not sell it. See our privacy policy and disclosures.

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