Investor Intake Form

Your Name*
Your Number*
Entity Type: (LLC, S or C Corp, Partnership etc)*
Decision Maker? Yes/No*
Past Projects ( Flip, BRRR, Rental, STR MF, Wholesale)*
Primary Goal (Cash Flow, Appreciation, Both, Flips, etc)*
Next Deal Time (ASAP, 0-30D, 31-60D, 61-91D, 90+)*
Risk Tolerance (Conservative, Balanced, Aggresive)*
Strategy (Flip, BRRR, Buy&Hold, STR, MTR, MF)*
Price Range:*
Rehab Level (Light, Medium, Heavy)*
Funding Source (Cash,Hard Money,Private,DSCR,Bank,Other):*
Proof of Funds? Yes/No*
Lead Source Prefs (Off-market,MLS,Wholesale,Auction,Other):*
Deal Killers:*
Areas You Are Interested In?*
Credit Range ( <620, 620-679, 680-719, 720+):*
Accredited? Yes/No:
Buy Sight Unseen? Yes/No:
Walkthrough Required (Always, Case-by-Case, No)? *
Services Needed (Deal Sourcing, Comps, Rehad Mgmt, PM, Dispo, Lending):*