Commercial

First & Last Name:

Contact Number:

Email Address:

Full address where you live including city, state & zip:

How long have you lived at this address?

Address Type:

Own

Rent

How much you pay per month in rent or mortgage?

Date of Birth:

Social Security Number: (We must pull your credit)

Estimated Credit Score:

Number of dependents:

List the names and ages of all dependents. (If none, put N/A)

Requested Loan Amount:

Zip Code or City & State where property will be located:

Is this a Refinance?

No, this is a purchase (Skip this page)

Yes, I will complete this page

Enter the full address of the property including the City, State & Zip:

Month and Year of purchase:

Original Sale's Price:

Current Mortgage Balance/Payoff:

Upload payoff here:

Monthly Mortgage Payment: (If Free & Clear, put Free & Clear)

Annual Taxes:

Annual Property Insurance:

Current Value: (You can go to Zillow.com to get a Zestimate)

Upload Appraisal Report here:

Is this a Purchase?

No, this is a refinance (Skip this page)

Yes, I will complete this page

Purchase Price:

If yes, enter the full address including the city, state, zip & county as well as the Owner's infornation and/or Listing Agent:

Name of your bank where you hold the Down Payment?

Employment Status:

Employed - W2

Employed - 1099

Business Owner

Don't work

The next 10 QUESTIONS is for Employment: (Put N/A if you don't work) 1. Full Name of Employer or Business Name:

2. Full address including City, State & Zip:

3. Contact number:

4. Job Title:

5. Start Date:

6. Monthly Income:

7. If you own your own business, complete this page, if not, go to the next page: Enter the state of Incorporation your company is registered in:

8. Company's Website:

9. EIN:

10. List all Owners and percentage of ownership: (Must equals to 100%)

Is there a Co-Borrower?

No, there is no Co-Borrower

Yes, there is a Co-Borrower and he/she will complete their application next

Yes, I am the Co-Borrower & this is my application

If so, put their full name here or put N/A: (If you are the Co-Borrower, put the Borrower's full name here)

Is your project ready to Move Forward Immediately?

No

Yes

If yes, reason for Turn Down?

Schedule of "Use of Funds": (Provide a FULL Scenario on what you are in need of doing, how much it will cost, etc)

Strengths & Drawbacks of Transaction:

Exit Strategy: (In detail & at least 4 paragraphs)

There will be a one-time Tri-Merge Credit Report fee of $45 per borrower & you’ll be re-directed to the site pay after completion of this application. PhoneOps has to pull your credit to see what you qualify for. Do you understand?

No, Disregard my Application

Yes, I will pay for 1 borrower: $45

Yes, I will pay for 2 borrowers: $90

NOTE: If your credit is lock, you must unlock your credit from all 3 Credit Bureaus after you pay your invoice & keep it unlocked for at least 5 days to avoid paying another Invoice Fee of $45. Do you understand?

No, Disregard my Application

Yes, all 3 Credit Scores are Unlocked. PhoneOps may pull my Credit

Enter the name of the person that sent you to this site to place your file as "Priority".

This completes the Application. Please Rate your opinion:

1-Boring

2-Too long

3-It was fine. Not too long

4-Anxious in getting Pre-Approved

5-Excited, would like for someone to call me ASAP!

Checking this box means you agree to our terms which are: 1. You agree that we must pull your credit. 2. You agree that your credit is unlocked. 3. You agree and understand that the $45 is non-refundable.

Yes, I agree and understand. Please proceed!

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