Portfolio Quote Portfolio Form Name * Email * Phone # * Quotes often get sent to the spam folder. To let you know I sent the quote over, I usually send a follow up text. (You will not receive calls) Credit score * Less than 620 620-649 650-659 660-679 680-699 700-719 720-739 740-759 760-779 780+ Need of finance * Purchase Refinance Purchase price * Do you have a purchase agreement? * Yes No Do you have any bankruptcies or foreclosures in the last 36 months? * Yes No Do you have any 30 day late payments on mortgages in the last 12 months? * Yes No Would you like to upload an Excel file with your portfolio? * Yes No File upload Only .xlsx files will be accepted Choose File Maximum upload size: 10MB Properties Property Address * Property Zip * Type of Property * SFH (Single Family Home) Manufactured Home MFH (2-4 Units) Condo Commercial (5+ Units) How many units is the property? * How long have you owned the property? * Less than 2 months 3 - 5 Months 6 - 11 Months 12 Months+ Is the property leased? * Yes Short-term Rental No Market Value * Remaining debt on property * Rent (Monthly) * Taxes (Annually) * Insurance (Annually) * HOA (Annually) * Add Remove How did you hear about me? Returning Client Facebook Post Email Message Board Post Podcast Appearance Other / Referral (Please specify in the box below) Who referred you? I pay a referral fee to anyone who brings me business! I need their name and email. Notes If you are human, leave this field blank. Submit Δ
