Investor Intake Form

Your Name*

Your Number*

Your Email*

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):*

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