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tel:
888.868.8467
Home
Loan Programs
Fix and Flip Loan
Bridge Loan
30 Year Rental Loan
Vacation Rental Loans
Borrower Tools
Borrower Portal
Loan Application
Preferred Borrower Account
Proof of Funds Letter Request
Construction Draw Request Form
Request a Payoff / VOM
Wholesale Deals
Brokers
Loan Programs
Preferred Broker Account
Submit Loan Request
Investing
TaliMar Income Fund
About TaliMar Income Fund
Get Started
Trust Deed Investing
Available Trust Deeds
About Investing in Trust Deeds
Investor Portal
New Investor Setup Form
Video Blog
About
About TaliMar Financial
Meet the Team
Blog Posts
Recently Funded Loans
Before & After Photos
Contact Us
888.868.8467
toll-free
New Investor Setup Form
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Step
1
of 7
Name
*
First
Last
Phone
*
Email
*
Address
*
Address Line 1
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Will there be another signer on this account?
Yes
No
Name
*
First
Last
Phone
*
Email
*
The e-mail address cannot be the same as one added for another contact.
Address
*
Address Line 1
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Will there be another signer on this account?
Yes
No
Name
*
First
Last
Phone
*
Email
*
The e-mail address cannot be the same as one added for another contact.
Address
*
Address Line 1
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Next
Do you have an existing Lender Account with TaliMar Financial
*
Yes
No
Lender Type
*
Select One
Individual(s)
Trust
LLC, Corp, LP, Etc
Self Directed IRA
401k
Are you married?
*
Yes
No
Will you be including your Spouse on the vesting for the Deed of Trust / Assignment?
*
Yes
No
Not sure
Name of Spouse
*
First
Last
Email of Spouse
*
Phone of Spouse
*
Home Address of Spouse
*
Address Line 1
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Nickname for Account (skip if unsure)
This will be the Account Name shown in the Lender Portal. You may change in the future.
What is the mailing address of the Lender?
*
Address Line 1
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Tax ID # or Social Security #
*
If the Lender is an individual(s), input the social security number of the Primary Account Holder.
Legal Name of the Lender? (skip if unsure)
Example: Trust Deed, LLC, a California limited liability company or Jane Smith, Trustee of the Jane Smith Trust dated 01-01-2010
State trust / entity is registered?
*
Name of Custodian of the Self Directed IRA?
*
Account # of the Self Directed IRA?
*
We request the Account # because we will draft the Buy Direction Letter on your behalf.
Next
Do you have an account with FCI Lender Services?
*
Yes
No
TaliMar Financial is the master servicer of the loan. However, we use FCI Lender Services to process borrower payments, investor distributions, and monthly statements.
FCI Lender Services Account #
*
We request your Account # because we will submit all boarding documents to FCI on your behalf.
Next
How would you like to receive distributions?
*
Auto Deposit (ACH)
Check
There is a $2 processing fee for each check that is mailed.
Bank Name
*
Account Number
*
Routing Number
*
The Routing Number can be found at the bottom of the check.
Account Type
*
Checking
Savings
Next
Have you invested in a Trust Deed?
Yes
No
Have you invested in a Trust Deed through TaliMar Financial?
*
Yes
No
Not Sure
Are you currently invested in our mortgage fund TaliMar Income Fund I?
*
Yes
No
Are you an Accredited Investor?
*
Yes
No
Some trust deed offerings require at least one person be qualified as an accredited investor. An accredited investor is considered a person with a net worth exceeding $1 million, either individually or jointly with their spouse, exclusive of their personal residence or has an annual income exceeding $200,000 ($300,000 for joint income) for the last two years with the expectation of earning the same or a higher income in the current year.
Would you be interested to invest in the Mortgage Fund
*
Yes
No
Not Sure
Have you completed the TaliMar Financial Lender Survey in the last 12 months?
*
Yes
No
The Lender Survey provides us a snapshot of the types of trust deeds that would interest you. It takes less than 3 minutes to complete.
Next
How did you hear about TaliMar Financial?
Referral
Internet Search
Social Media (Facebook, LinkedIn, Other)
Postcard
Other
Other:
*
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