Investor loan application

Tell us about you and your deal.

Complete the information you have available. Stephens Capital Group will use it to identify lender options and prepare any lender-specific applications that may be needed.

Before you begin This questionnaire is for non-owner-occupied, business-purpose real estate financing. It does not request a Social Security number, bank account information, documents, or an electronic signature.

I confirm this request is for a non-owner-occupied real estate investment or other business purpose.

1 Borrower information

Tell us who the primary borrower or guarantor will be.

First name * Middle initial Last name * Suffix Email * Phone * Date of birth Borrower type Marital status

Primary residence

Street address City State ZIP code

2 Borrowing entity

If you have not formed the borrowing entity yet, leave unknown items blank.

Business or entity name Entity type EIN State of registration Completed investment deals Company mailing address is the same as my residence Company street address City State ZIP code

Partner or additional guarantor (if applicable)

Full name Email Phone Date of birth Address

3 Deal and property

Transaction type * Financing type * Desired closing date Property type Property street address * City * State * ZIP code * Title insurance / closing company Current as-is value Purchase price * Rehab / construction budget * Requesting repair funds? After-repair value (ARV) * Loan amount requested Existing mortgage balance Annual property taxes Annual insurance Monthly gross rent Wholesaler involved? Loan purpose Preferred loan program Exit strategy Scope of work Additional loan details

Purchase details

Contract date Down payment Seller financing Borrowed down payment funds

Refinance details

Original purchase date Original purchase amount Primary lien balance Current interest rate Debt maturity date Current on mortgages? Past-due real estate taxes Cash-out amount Purpose of cash out Additional liens

4 Commercial property details (if applicable)

Property stabilized? Residential units Non-residential units Current occupancy Borrower net worth Merchant cash advance loans? Gross potential annual rent Annual real estate taxes Annual insurance Other annual expenses Annual net operating income DSCR

5 Financial profile and experience

Cash available for this deal Estimated credit score Bankruptcy in the past 7 years? Own property free and clear? Worked with Stephens Capital before? Last deal address Past investment experience How did you hear about us?

Ready to send your information?

Review your answers, then submit them securely. Philip will receive a copy by email for lender matching and application preparation.

Business-purpose financing only. Programs are not currently offered in Arizona, California, Nevada, North Dakota, Oregon, South Dakota, or Vermont.