Fix and Flip / Hold Loan Application

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Are you the borrower or broker representing the borrower? *

Are you working with an Account Representative at TaliMar Financial? *

What is the name of your Account Representative? *

Name *

First

Last

Enter Name of person completing this form.

Phone

Enter Phone of person completing this form.

E-Mail *

Enter E-Mail of person completing this form.

Broker Information

Name of Broker *

First

Last

Broker Phone *

Broker Email *

Have you completed a Broker Input Form?

Do you have a Broker Agreement signed with the Borrower? *

Is a Broker Fee being earned on this transaction? *

Enter the Broker Fee *

Enter as a % of the Loan Amount (or $ amount if charging a single rate)

Select Transaction Type *

Wholesale Information

Is the property being purchased through a wholesaler? *

A "wholesaler" is a person or company that sells the purchase contract to an actual end buyer of the property

Enter the name of the wholesaler *

Enter the phone # of the wholesaler *

Enter the e-mail address of the wholesaler *

Enter the wholesale fee *

Borrower Information

Enter Borrower Name

If Entity, enter the name of the entity

Enter the ownership vesting *

Example. Jon Doe, individually; , Jon Doe and Jane Doe, a married couple; Borrower LLC, a California limited liability Company; Borrower Corp, a California corporation.

Enter the approx credit score of the Borrower *

Provide brief description of the Borrower's experience *

Has a New Borrower Account Application been completed for the Borrower? *

In order to be issued a Term Sheet, you must have completed a Borrower Application for yourself or the entity under which you will be borrowing the funds. If you select No , you will receive a follow up e-mail with a link to the application.

Property Information

Enter the Property Address *

Address Line 1

Address Line 2

City

State

Zip Code

Select Property Type *

Explain *

# of Living Units *

Enter number of individual living units.

Total Square Footage of Building(s) *

Enter the total square footage of the property.

Is any of the property not permitted? *

Explain *

Include amount of unpermitted SF and if you intend to permit it.

# of Bedrooms *

# of Bathrooms *

What is the current condition of the Property? *

Good
Moderate
Poor

Do you intend to occupy the Property? *

Are you aware of an environmental issues with the Property?

If Yes, please explain *

Are you aware of any foundation issues with the Property? *

If Yes, please explain *

Refinance Transaction

Enter the original purchase price? *

Describe any work completed on the property. *

Is property encumbered with an existing loan(s)? *

Enter the total number of loan(s) *

Enter the balance of the loan(s) *

Have there been any missed payments on the loan(s) *

If Yes, explain *

Is the loan(s) in default? *

Is Yes, explain *

Will the loan(s) be paid off upon the refinance? *

Is No, explain

Purchase Details

Is the Purchase Agreement signed? *

What is the Purchase Price? *

What is the Close Date? *

Are there any seller credits negotiated in the purchase price? *

Please acknowledge that seller credits to the Borrower can only be used to offset closing costs and not the down payment. *

Acknowledged

Are there any purchase / sale commissions being paid to the Borrower? *

Please acknowledge that commissions earned by the Borrower can only be used to offset closing costs and not the down payment. *

Acknowledged

How much in seller credits? *

Who is the Escrow Officer for this purchase? (Leave blank if no Escrow has been opened yet)

First

Last

Escrow Phone Number (leave blank if unknown)

Escrow Email Address (Leave blank if unknown)

Do you have a preferred Insurance agent? *

Insurance agent name *

Insurance agent email address *

Will you have a capital partner(s) on this transaction? *

This includes a capital partner(s) that will or will not record a lien on the property.

Enter the number of capital partners

What is the approximate investment amount? *

Will the capital partner be recording a lien on the property? *

Any liens secured on the property must have a maturity date equal to or later than the maturity date of our loan.

Are you requesting a Proof of Funds Letter for your offer? *

Renovation Details

What is the Renovation budget? *

Describe the proposed improvements *

Will the work require a permit? *

Explain *

Will you be making any changes to the layout or adding any additional square footage? *

Please explain the changes. *

Will you use a 3rd party licensed contractor to complete the work? *

Name of Contractor *

Contractor License Number *

What is the estimated duration of the Renovations (Months)? *

Months

What is the estimated Finished Value? *

Have you completed an appraisal? *

What is your Exit Strategy to repay the loan? *

Explain *

Are you interested in our 30 Year Rental Loan Program? *

At TaliMar Financial, we are committed to protecting the privacy and security of your personal information. We do not sell or distribute any personal or financial information to third parties for marketing or other commercial purposes. However, to facilitate the administration and servicing of loans, we may share necessary borrower information with a third-party loan servicer that complies with all applicable California consumer protection laws. This servicer is required to adhere to strict confidentiality and data protection standards to ensure the security of your information. By selecting Acknowledge, you consent to the limited sharing of your information for the sole purpose of loan servicing. I acknowledge that I have read and understand this notice and consent to the limited sharing of my personal and financial information with a qualified loan servicer as described above.

Acknowledge

How did you hear about TaliMar Financial? *

Please Explain. *

Please provide the name of who referred you to TaliMar Financial. *

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