Non- QM Loans Questionarrie ~ Lending Terms Questions

Investor Loan Questionnaire

Borrower
Co-Borrower
Additional Borrowers
Property
Final

Page 1 - Borrower & Deal Type

Who referred you to BRSG Loans Group?

First Name

Last Name

Please indicate the type of loan you need.

Other – Type Below

Borrower's First and Last Name

First Name

Last Name

Borrower's Phone Number

Citizenship Status?

US Citizen

ITIN

Permanent Residence

Other

Other – Type Below

Please indicate your marital status?

Married

Seperated

Single

Unmarried

Other

Other – Type Below

Have the borrower(s) completed any similar projects in the last 36 months?

Yes

Please enter the number of similar projects you have completed in the last 36 months (3 yrs.).

Would you be interested in a Partnership Mentor Program (PMP) to work with?

Yes

Proof of Experience. Maximum 5

Experience Type and Full Address

Date Purchased

Date Sold

Sold Price

Entity or Name on Title when Property was Sold

Experience - Property Sold Addresses

Street Address

Address Line 2

City

State

Zip Code

Do you own an Entity?

Yes

Do you currently own other properties?

Yes

Borrower's Credit & Financial History

Borrower's Estimated Fico Score

What might be causing your credit score to be under 680? Please provide a brief explanation.

Do you have any mortgage lates on ANY property(ies) you have owned in the last 12 months?

Yes

Other

Mortgages: If yes, please briefly explain why and how you overcame this situation.

Other – Type Below

Do you have any possible tax liens, bankruptcies, or foreclosures within the last 24 months?

Yes

Tax Liens/ Bankruptcy: If yes, please briefly explain why and how you overcame this situation.

This information will help us advocate for you if the lender is willing to accept a recent late.

What is the most amount of cash or liquid assets you can use for this project (your total liquidity)?

Please consider assets that can be liquidated in 30 days or less and cash reserves. Example:401K, IRA, Stock Options, or Cash Reserves

How will the down payment be paid (sourced)?

401 K / IRA / Stock Options

Checking / Savings Account

Stocks / Bonds

Cash Out Refinance on Another Property

Gift Funds

Other

Other – Type Below

Partnership Status

Will there be a Co-borrower / Partner involved in this project?

Yes

How many guarantors will be on the loan?

Is this a 50/50 Partnership?

Yes

Please indicate your ownership percentage.

Page 2 - Co-Borrower / Partnership Details

CoBorrower / Partnership Details

Co-Borrower / Partner's First and Last Name

First Name

Last Name

Co-Borrower / Partner's Phone Number

Co-Borrower / Partner's Email

Co-Borrower / Partner: Citizenship Status?

US Citizen

ITIN

PRA

Other

Other – Type Below

Co-Borrower / Partner: Please indicate your marital status. Is the borrower married, unmarried, or separated?

Married

Seperated

Single

Unmarried

Other

Other – Type Below

Co-Borrower / Partner: Please enter the number of projects you have completed in the last 36 months (3 yrs.).

CO-Borrower /Partner: Would you all be interested in working with a Partnership Mentor Program (PMP)?

Yes

Lenders assess expertise by project count. Less than two affects terms. A mentorship partnership can improve conditions. PMP mandates a 50/50 profit split, with the novice investors presenting the opportunity (finding the deal/ property).

Co-Borrower / Partner: Do you (or the Partnership) own an entity?

Yes

Co-Borrower / Partner: Do you (or the Partnership) currently own other properties?

Yes

Co-Borrower's Credit & Financial History

Co-Borrower / Partner's: Estimated Fico Score

Co-Borrower / Partner: What might be causing your credit score to be under 680? If so, please provide a brief explanation.

This information will help us advocate for you if the lender is willing to accept a lower credit score. Ex. High credit card utilization due to current projects/recently completed projects, recent lates, medical collections, etc.

Co-Borrower / Partner: Do you have any mortgage lates on ANY property(ies) you have owned in the last 12 months?

Yes

Other

Co-Borrower / Partner - Mortgages: If yes, please briefly explain why and how you overcame this situation.

This information will help us advocate for you if the lender is willing to accept a recent late.

Other – Type Below

Co-Borrower / Partner: Do you have any possible tax liens, bankruptcies, or foreclosures within the last 24 months?

Yes

Co-Borrower / Partner: Tax Liens/ BKRPTCY: If yes, please briefly explain why and how you overcame this situation.

This information will help us advocate for you if the lender is willing to accept a recent late.

Collectively (ALL Borrowers): What is the most cash or liquid assets you can use for this project (your total liquidity)?

Please consider assets that can be liquidated in 30 days or less and cash reserves. Example:401K, IRA, Stock Options, or Cash Reserves

Co-Borrower/ Partner: How will the down payment be paid (sourced)?

401 K / IRA / Stock Options

Checking / Savings Account

Stocks / Bonds

Cash Out Refinance on Another Property

Gift Funds

Other

Other – Type Below

Page 2a - 3rd Co-Borrower / Partnership Details

CoBorrower / Partnership Details

First Name

Last Name

Phone/Mobile

Co-Borrower / Partner's Email

Co-Borrower / Partner: Citizenship Status?

US Citizen

ITIN

PRA

Other

Other – Type Below

Co-Borrower or Partner: Please indicate your marial status? Is the borrower married, unmarried, or separated?

Married

Seperated

Single

Unmarried

Other

Other – Type Below

Co-Borrower / Partner: Please enter the number of projects you have completed in the last 36 months (3 yrs.).

CO-Borrower /Partner: Would you all be interested in Partnership Mentor Program (PMP) to work with?

Yes

Co-Borrower / Partner: Do you (or the Partnership) own an entity?

Yes

Co-Borrower / Partner: Do you (or the Partnership) currently own other properties?

Yes

Co-Borrower's Credit & Financial History

Co-Borrowe/ Partner's: Estimated Fico Score

Co-Borrowe/ Partner's: What might be causing your credit score to be under 680? If so, please provide a brief explanation.

Co-Borrower / Partner: Do you have any mortgage lates on ANY property(ies) you have owned in the last 12 months?

Yes

Other

Other – Type Below

Co-Borrower / Partner - Mortgages: If yes, please briefly explain why and how you overcame this situation.

This information will help us advocate for you if the lender is willing to accept a recent late.

Co-Borrower / Partner: Do you have any possible tax liens, bankruptcies, or foreclosures within the last 24 months?

Yes

Co-Borrower / Partner's- Tax Liens/ BKRPTCY: If yes, please briefly explain why and how you overcame this situation.

This information will help us advocate for you if the lender is willing to accept a recent late.

Collectively (ALL Borrowers): What is the most amount of cash or liquid assets you all can use for this project (your total liquidity)?

Please consider assets that can be liquidated in 30 days or less and cash reserves. Example:401K, IRA, Stock Options, or Cash Reserves

Co-Borrower/ Partner: How will the down payment be paid (sourced)?

401 K / IRA / Stock Options

Checking / Savings Account

Stocks / Bonds

Cash Out Refinance on Another Property

Gift Funds

Other

Other – Type Below

Hard Money Loans (Bridge / Fix & Flip Loan)

Details About the Subject Property / Project

Please select the Primary Use of the Subject Property after the repairs have been completed.

Other – Type Below

Purpose of Loan (mulitpe choice)

Construction Only

Purchase and Rehab

Refinance- Rate and Term

Land Only

Purchase Only

Rehab Only

Land and Construction

Refinance- Cash Out

Other

Other – Type Below

Has (or will) the Subject Property be purchased using an entity?

Yes

Please enter the Entity's Name when purchasing the property.

Would you like an entity's name or your name on the title for this property?

Entity's Name

Your Personal Name

Other

Please enter the Entity's Name you would like the property to be on the title.

Other – Type Below

Please enter the Entity's Name you would like the property to be on the title.

Subject Property Address

Street Address

Address Line 2

City

State

Zip Code

Country

Is this Subject Property under contract?

Yes

If yes, has Earnest Money been deposited / given?

Yes

If yes, how much earnest money has been given?

What is the Purchase Price of the Subject Property?

What is the your Offer Price for the Subject Property?

What is the Current "As Is" Property Value?

Enter the dollar amount you think you could sell the property for right now without having to invest any more money into the property or make any other repairs.

Do you have an estimated/targeted Close Date?

Yes

If yes, please enter the estimated/targeted Close Date.

What is the estimated Rehab Budget Amount?

Enter the dollar amount you think you would need to complete the rehab for this project.

Do you have an itemized Budget for the Rehab Project?

Yes

Please enter the scope of work you plan on doing to increase the property value..

If you would like to share your budget by uploading files, please use the link below.

Choose File

Repeater Container

Please enter an Itemized list of Budgeted Repairs (scope of work) you plan on doing.

Room Name (I.e. Kitchen)

Repair Name (I.e. Granite Countertops, Farm Sink / Total Kitchen Renovation)

Dollar Amount of Repair

What is the Estimated "After Repair (Rehab)" Value?

Please provide additional information regarding this property / project.

Enter the dollar amount you think you could sell the property for after completing the repairs and renovations.

DSCR Refinance Loans

Details About the Subject Property / Project

Is this a Cash Out or Rate and Term Refinance?

Cash Out

Rate and Term

Other

Other – Type Below

What was the date of acquisition?

Was rehab completed on the property?

If yes, how much did the rehab cost?

What is the current "As Is" value?

Enter the dollar amount you think you could sell the property for right now without having to invest any more money into the property or make any other repairs.

What is the Offer / Purchase Price?

Subject Property Address

Street Address

Address Line 2

City

State/Region/Province

Zip Code

Country

Please select the Subject's Property Type.

Other – Type Below

Is this property currently titled using an Entity's Name or your Personal Name?

Entity's Name

Personal Name

Other

Other – Type Below

Please the enter the Entity's Name used for this property.

Would you like to keep this propety in its current name for this transaction?

Yes

New Name: Please enter the NEW Name you want to use for this transaction.

Is there a lien on the subject property?

Yes

If so, what it the lien amount?

Is the lien that is being paid off, a hard money loan?

What is the subject property's monthly income?

Is this a long term or short term rental?

Long Term (Traditional)

Short Term (AirBnb)

Other

Other – Type Below

Do you know the amount of monthly or annual Property Taxes?

Yes

If yes, what is the Annual Tax Amount?

Do you currently have any insurance on the propetry?

Yes

If yes, what is the annual insurance premium? ($)

Are there any HOA dues?

Yes

If yes, how much are the HOA dues?

Please note any additional information about the project:

DSCR Purchase

Details About the Subject Property / Project

Is this Subject Property under contract?

Yes

If yes, has Earnest Money been deposited / given?

Yes

If yes, how much earnest money has been given?

Is this property in need of rehab or in a Non-Livable Condition?

Yes

If yes, you will be redirected to a Flix & Flip Page.

What is the offer / purchase price?

How Cash do you Need?

Do you have an estimated Close Date?

Yes

If yes, please enter the estimated/targeted Close Date.

Please select the Subject's Property Type.

Other – Type Below

Subject Property Address

Required Street Address

Address Line 2

City

State/Region/Province

Postal / Zip Code

Country

Would you like an entity's name or your personal name on the title for this property?

Entity's Name

Your Personal Name

Other

Other – Type Below

Please enter the Entity's Name you want to be on title for this property.

Are there any current appraisals on the property?

Yes

What is the current appraisal amount?

What is the offer / purchase price?

How Cash do you Need?

What is the subject property's monthly income (rent amount)?

Is this a long term or short term rental?

Long Term (Traditional)

Short Term (AirBnb)

Other

Other – Type Below

What is the Current "As Is" Property Value?

Enter the dollar amount you think you could sell the property for right now without having to invest any more money into the property or make any other repairs.

What is the amount of the annual Insurance Premium?

What are the amount of the annual Property Taxes?

Are there any HOA dues?

Yes

If yes, what is the annual amount of the HOA dues?

Is this Subject Property currently leased out?

Yes

Are there any current tenants?

Describe the tenants.

Please note any additional information about the project:

DSCR Purchase w/ Rehab (Fix & Flip Terms)

Details About the Subject Property / Project

Please select the Primary Use of the Subject Property after repairs have been completed.

Purpose of Loan (mulitpe choice)

Construction Only

Purchase and Rehab

Refinance- Rate and Term

Land Only

Purchase Only

Rehab Only

Land and Construction

Refinance- Cash Out

Other

Other – Type Below

Will this property be a Fix and Flip (Sell) or Fix and Hold (Rental)?

Other – Type Below

Please select the Subject's Property Type.

Other – Type Below

Has (or will) the Subject Property be purchased using an entity?

Yes

Please enter the Entity's Name used when purshasing the property.

Would you like to keep this Entity on title for this transaction?

Yes

Would you like an entity's name or your name on the title for this property?

Entity's Name

Your Personal Name

Other

Other – Type Below

Please enter the Entity's Name you would like the property to be on title.

Subject Property Address

Required Street Address

Address Line 2

City

State/Region/Province

Postal / Zip Code

Country

Is this Subject Property under contract?

Yes

If yes, has Earnest Money been deposited / given?

Yes

If yes, how much earnest money has been given?

What is the Purchase Price of the Subject Property?

What is the Current "As Is" Property Value?

Enter the dollar amount you think you could sell the property for right now without having to invest any more money into the property or make any other repairs.

Do you have an estimated/targeted Close Date?

Yes

If yes, please enter the estimated/targeted Close Date.

Do you have an itemized Budget for the Rehab Project?

Yes

Please enter the scope of work you plan on doing to increase the property value..

If you would like to share your budget by uploading files, please use the link below.

Choose File

Numeric Field

Please additional information regarding this propery / project.

Ground-Up Construction (New Development)

Details About the Subject Property / Project

Do you currently own the land?

Yes

Other

If yes, how did you acquire the land?

Purchase

Inherited

Gift

Other

PURCHASE: When did you purchase the land (closing date)?

PURCHASE: If you currently own the land, how much did you pay for it (the closing price)?

If inherited, are there any other living heirs that would have an interest in this property?

If there are other living heirs, please list the the names of possible heirs below.

Other – Type Below

If not, do you need financing to help purchase the land?

Yes

Do you already have a location in mind?

Yes

What is the purchase price of the land?

Subject Property Address

Street Address

Address Line 2

City

State

Zip Code

Country

Is the Land Shovel Ready?

Yes

Shovel Ready = The land is ready to start building on and all Soft and Horizontal works have been completed.

Is there an existing property / structure on the land?

Yes

Have you applied for a permit?

Yes

Do you know about how long it will take for the Permits to be ready?

Yes

About how many months will it take for the permits to be provided?

Do you currently have the City's Approval to build the structure?

Yes

If no, would you like assistance in locatiing the land for your project?

Yes

Do you know about how long it will take for the Permits to be ready?

Yes

How much do you think your Soft Cost will be?

How much do you think your Horizontal Costs will be?

How much do you think your Vertical Costs will be?

What is the expected Total Cost for this Ground-Up Construction Project?

What is the estimated "After Repair Value" of the new construction?

Will you be hiring a General Contractor (GC) for this project?

Yes

If so, will the General Contractor's (GC) Bid / Budget include the Soft Cost for this project?

Yes

If so, will the General Contractor's (GC) Bid / Budget include the Horizontal Cost for this project?

Yes

If so, will the General Contractor's (GC) be appying for the permit?

Yes

If so, has the General Contractor (GC) provided you with a Bid / Budget for this project?

Yes

If so, about how many months will it take your GC to build the house?

Please upload the Bid / Budget you have for this project.

Choose File

What is your Exit Strategy?

Pay-Off Loan

Sell the Property

Refinance to Long-Term Finance

Other

Please note any additional information about the project:

DSCR New Construction Purchase

Details About the Subject Property / Project

Is this Subject Property under contract?

Yes

If yes, has Earnest Money been deposited / given?

Yes

If yes, how much earnest money has been given?

Is this property in need of rehab or in a Non-Livable Condition?

Yes

If yes, you will be redirected to a Flix & Flip Page.

Do you have an estimated Close Date?

Yes

If yes, please enter the estimated/targeted Close Date.

Please select the Subject's Property Type.

Subject Property Address

Required Street Address

Address Line 2

City

State

Zip Code

Country

Would you like an entity's name or your personal name on the title for this property?

Entity's Name

Your Personal Name

Other

Please enter the Entity's Name you want to be on title for this property.

Are there any current appraisals on the property?

Yes

What is the current appraisal amount?

What is the subject property's monthly income?

Is this a long term or short term rental?

Long Term (Traditional)

Short Term (AirBnb)

Other

Other – Type Below

What is the Current "As Is" Property Value?

What is the amount of the annual Insurance Premium?

What are the amount of the annual Property Taxes?

Are there any HOA dues?

Yes

If yes, what is the annual amount of the HOA dues?

Is this Subject Property currently leased out?

Yes

Are there any current tenants?

Describe the tenants.

Please note any additional information about the project:

New Construction Purchase

Details About the Subject Property / Project

Subject Property Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

What was the purchase price of the property?

What is the expected total budget of the new construction cost?

What is the estimated "After Repair Value" of the new construction?

Please note any additional information about the project:

Land Only Purchase - New Construction

What do you plan on doing with the land?

Immediate New Construction

Hold - In the Future New Construction

Other

Other – Type Below

Details About the Subject Property / Project

Subject Property Address

Street Address

Address Line 2

City

State

Zip Code

Country

What is the Purchase Price for the land?

Do you currently rent or own your primary home?

Rent

Own -Free and Cleat

Own -With a Mortgage

Other

Other – Type Below

Will this Land Purchase be for a Primary Home or an Investment Property?

Primary Home

Investment Property

Other

Other – Type Below

What is the expected total budget of the new construction cost?

What is the estimated "After Repair Value" of the new construction?

Please note any additional information about the project:

Land Only Purchase - Holding Long-Term

Details About the Subject Property / Project

What is the Purchase Price for the land?

Subject Property Address

Street Address

Address Line 2

City

State

Zip Code

Country

Do you currently rent or own your primary home?

Rent

Own -Free and Clear

Own -With a Mortgage

Other

Other – Type Below

Please note any additional information about the project:

Primary Home / Owner Occupied

Details About the Subject Property / Project

Subject Property Address

Street Address

Address Line 2

City

State

Zip Code

Country

What is the Purchase Price of the property?

Do you have an estimated Closing Date?

Yes

If yes, please select the estimated Close Date.

Please select the Subject's Property Type.

What is the amount of the annual Insurance Premium?

What is the amount of the annual Property Taxes?

Please note any additional information about the project:

Commercial Real Estate

Details About the Subject Property / Project

What type of commercial property are you interested in purchasing?

Other – Type Below

Do you have any experience in the above mentioned industry?

What is the primary purpose of this commercial property being purchase?

Other – Type Below

What is your current business or investment experience with commercial real estate?

Please select your perferred Entry Classification.

Are you looking to purchase Equipment?

Please select your perferred Commercial Building Type

Other – Type Below

What is the size (in square feet or acres) of the property you are seeking?

Do you require any specific features or amenities in the property?

Yes

If yes, please provide more details about the features or amenities needed.

What is your preferred timeline for purchasing this commercial property?

Do you have a preferred location or area for this property?

Other – Type Below

If yes, do you have a specific address that you are interested?

Commerical Property Address

Required Street Address

Address Line 2

City

State

Zip Code

Country

If no, do you need assistance in finding suitable options?

Please select up to 4 cities that you are interested in.

Allen

Arlington

Cedar Hill

Crowley

Desoto

Forney

Grandbury

Houston

Lewisville

Midlothian

Roanoke

Venus

Alvarado

Aubrey

Coppell

Dallas

Duncanville

Fort Worth

Grapevine

Kennedale

Little Elm

Plano

Rockwall

Waxahachie

Anna

Burleson

Corinth

Denton

Flower Mound

Grand Prairie

Highland Park

Lancaster

Mansfield

Plano

Saginaw

Weatherford

Other

Other – Type Below

Expected Loan Terms: What are your expectations regarding the loan terms (I.e. Interest Rate, Loan Duration, and Loan Amount)?

Low Range

Interest Rate

Low Range

Loan Duration

Low Range

Loan Amount

Low Range

Purchase Price

Low Range

Purchase Price

Low Range

Down Payment Dollar Amount

High Range

What is the desired Monthly Payment (budget) for the Commerical Property purchase?

What is the desired Purchase Price for your Commercial Property?

Please select the Financial Statements that you have on hand?

Income Statement

Cash Flow Statement

Audited Financials Statments

Balance Sheet

Persona Financial Statement

I do not have any Finanical Statements

Do you think you would need Seller Concessions for this Commerical Property Purchase?

Yes

Do you have the down payment ready for this Commerical Property Purchase?

Yes

If yes, what is the dollar amount you currently have on-hand for this Commerical Property Purchase?

Are there any specific challenges or concerns you have regarding financing this commercial property purchase?

Yes

If yes, please specify your concerns below.

Please additional information regarding this propery / project.

Have you previously worked with a loan officer or financial institution for this Commercial Property Purchase?

Yes

Equipmipment Purchase

Details About the Subject Equipment Purchase

What type of equipment are you looking to finance?

Is the equipment for new or existing operations?

What is your experience with equipment financing?

Are there specific features or specifications required for the equipment?

Yes

If yes, please list them below.

What is your preferred timeline for acquiring this equipment?

Have you already identified the equipment you wish to purchase?

Other – Type Below

Do you prefer new or used equipment?

Other – Type Below

What is your estimated Overall Equipment Budget Amount for this equipment purchase?

Expected Loan Terms: What are your expectations regarding the loan terms (I.e. Interest Rate, Repayment Period, and Loan Amount)?

Low Range

Interest Rate

Low Range

Repayment Period

Low Range

Loan Amount

Low Range

Purchase Price

Low Range

Monthly Payment

Low Range

Down Payment Dollar Amount

High Range

Do you have a Down Payment or Trade-In prepared for this purchase?

Down Payment

Trade-In

None

Other

If Down Payment, what is the dollar amount you currently have on-hand for this Equipment Purchase?

If Trade-In, what is the dollar value of this Trade -In you have on-hand for this Equipment Purchase?

What are your main considerations or concerns when choosing an equipment financing option?

Please additional information regarding this Equipment Purchase Project.

Have you worked with a loan officer or financial institution for equipment financing before?

Yes

Franchise Purchase

Details About the Franchise Purchase / Project

What type of franchise are you interested in purchasing?

Other – Type Below

Have you identified a specific franchise brand or are you still exploring options?

Other – Type Below

Do you have previous experience in operating a franchise or business?

Do you have any previous business management or industry-specific experience relevant to this franchise?*

How do you plan to manage the franchise?

Other – Type Below

What are your long-term goals with this franchise?

Other – Type Below

What is your timeline for purchasing this franchise?

What is your current employment status?

What is you estimated Overall Budget for this Franchise Purchase?

Does this Franchise Purchase require you to pay a Franchise Fee / an Initial Investment?

Franchise Fee

Initial Investment

None

Other

If yes, what is the required Franchise Fee / Initial Investment dollar amount for this Franchise Purchase.

What dollar amount do you currently have on-hand for the Franchise Fee / required Initial Investment?

Do you have any available collateral for the loan?

Yes

If yes, please specify the type of collateral you have for this Franchise Purchase below.

If yes, what is the dollar amount or value of the collateral you currently have on-hand for this Franchise Purchase.

Do you have any main challenges or concerns in financing this Franchise Purchase?

Yes

If yes, please specify your concerns below.

Please additional information regarding this Franchise Purchase / Project.

Are you currently researching or working with other financial institutions for this Franchise Purchase?

Yes

Other

SBA Loan

Details About the Small Business Administration (SBA) Loan

Please enter Your Business Name.

Please enter Your Business Address

Street Address

Address Line 2

City

State

Zip Code

Country

What industry is your business in?

Other – Type Below

Do you have any experience in the above mentioned industry?

Other – Type Below

Is the seller including any equipment in this purchase transaction?

Are you needing to purchase any Equipment?

Other – Type Below

If yes, what is the Equipment Purchase Price?

What is the current stage of your business?

What is your business structure?

Other – Type Below

What is your business's profitability?

Other – Type Below

Do you have a business plan ready?

Yes

If yes, please upload it here.

Choose File

Are you interested in Grants, Loans, Line of Credit or All of the Above?

Other – Type Below

Please select the desired Funding Date.

What is your estimated annual revenue?

Do you have collateral to offer against the loan?

Yes

If yes, what is the dollar amount or value of the collateral amount you currently have on-hand for collateral?

If yes, please specify the type of collateral you have on-hand for this loan.

What is the estimated total amount you need to borrow?

What is the purpose of the SBA loan?

Other – Type Below

What is your current business or investment experience with this type of transaciton?

Does this purchase transaction involve any type of real estate acquisition?

Other – Type Below

Are you needing to purchase real estate property for the business?

If yes, select the property type.

What will be the primary use of the loan proceeds?

What is the desired Overall Budgeted Purchase Price for the Real Estate Purchase?

Will you occupy at least 51% of the space?

Yes

What is the desired Monthly Payment (budget) for the Real Estate Purchase?

Do you have a preferred location or area for this property?

Other – Type Below

If yes, do you have a specific address that you are interested?

Other – Type Below

If no, do you need assistance in finding suitable options?

Other – Type Below

Real Estate Purchase Address

Street Address

Address Line 2

City

State

Zip Code

Country

Please select up to 4 cities that you are interested in.

Allen

Arlington

Cedar Hill

Crowley

Desoto

Forney

Grandbury

Houston

Lewisville

Midlothian

Roanoke

Alvarado

Aubrey

Coppell

Dallas

Duncanville

Fort Worth

Grapevine

Kennedale

Little Elm

Plano

Rockwall

Waxahachie

Anna

Burleson

Corinth

Denton

Flower Mound

Grand Prairie

Highland Park

Lancaster

Mansfield

Plano

Saginaw

Weatherford

Other

What is the size (in square feet or acres) of the property you are seeking?

If no, will you need to lease a property?

If yes, how many years will you need to lease this property?

Have you previously received any SBA loans or other government-backed financing?

Yes

Are there any specific challenges or concerns you have with obtaining financing?

Yes

If yes, please specify below your concerns.

Please additional information regarding this Loan Request / Project.

Have you previously worked with another loan officer or financial institution to help obtain this SBA Loan?

Yes

Required Documents

Below is a list of required documents that will need to be submitted to move forward with obtaining the requested SBA Loan:

Personal Financial Statement
Last 3 Years of Personal Tax Returns (all pages)
Last 3 Years of Business Tax Returns (all pages)
Last 3 Years of Bank Statements (all pages)
Last 3 Years of Profit & Loss Statement with Balance Sheet
Year-To-Date Profit & Loss Statement with Balance Sheet
Equipment Invoice / Quote (if being requested)

I understand and will provide these documents either via the below form upload fields or submit them via email to my dedicated Loan Officer.

Personal Financial Statement Template

Use the following link to access a Personal Financial Statement Template if you do not have one already SBA Template Link

I acknowledge that I have either downloaded the provided template above or will be using my own template to submit the requested Personal Financial Statement.

Personal Financial Statement (SBA)

Choose File

Last 3 Years of Personal Tax Returns (all pages)

Choose File

Last 3 Years of Business Tax Returns (all pages)

Choose File

Last 3 Years of Bank Statements (all pages)

Choose File

Last 3 Years of Profit & Loss Statement with Balance Sheet

Choose File

Year-To-Date Profit & Loss Statement with Balance Sheet

Choose File

Equipment Invoice / Quote (if being requested)

Choose File

Rent Roll

Choose File

Submission - Thank You!

Thank You for your Time and Submission

We'll use this information to set initial terms for your project, with final terms based on your credit score at the time we pull your credit report, for which we will seek your permission

How did you learn about BRSG Loans Group

Social Media

Website / Google

Other Loan Professionals

BRSG Loans Group Professional

Returning Client

Realtor

Referral

Other

Other – Type Below

Would you like to provide any feedback about the form process?

Non- QM Loans Questionarrie ~ Lending Terms Questions

Page 1 - Borrower & Deal Type

Who referred you to BRSG Loans Group?

Borrower's First and Last Name

Proof of Experience. Maximum 5

Experience - Property Sold Addresses

Borrower's Credit & Financial History

Partnership Status

Page 2 - Co-Borrower / Partnership Details

CoBorrower / Partnership Details

Co-Borrower / Partner's First and Last Name

Co-Borrower's Credit & Financial History

Page 2a - 3rd Co-Borrower / Partnership Details

CoBorrower / Partnership Details

Co-Borrower's Credit & Financial History

Hard Money Loans (Bridge / Fix & Flip Loan)

Details About the Subject Property / Project

Please enter an Itemized list of Budgeted Repairs (scope of work) you plan on doing.

DSCR Refinance Loans

Details About the Subject Property / Project

DSCR Purchase

Details About the Subject Property / Project

DSCR Purchase w/ Rehab (Fix & Flip Terms)

Details About the Subject Property / Project

Ground-Up Construction (New Development)

Details About the Subject Property / Project

DSCR New Construction Purchase

Details About the Subject Property / Project

New Construction Purchase

Details About the Subject Property / Project

Land Only Purchase - New Construction

Details About the Subject Property / Project

Land Only Purchase - Holding Long-Term

Details About the Subject Property / Project

Primary Home / Owner Occupied

Details About the Subject Property / Project

Commercial Real Estate

Details About the Subject Property / Project

Equipmipment Purchase

Details About the Subject Equipment Purchase

Franchise Purchase

Details About the Franchise Purchase / Project

SBA Loan

Details About the Small Business Administration (SBA) Loan

Submission - Thank You!

Thank You for your Time and Submission

Connect With

BRSG Loans Group

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Mortgage Calculators

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(469) 966-8787

Loans@thebrsg.com

NEXA Mortgage, LLC 5559 S Sossaman Rd #101 Mesa, AZ 85212