Name *

First

Last

Phone *

Email *

Address *

Address Line 1

Address Line 2

City

State

Zip Code

Will there be another signer on this account?

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

State

Zip Code

Will there be another signer on this account?

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

State

Zip Code

Do you have an existing Lender Account with TaliMar Financial *

Lender Type *

Are you married? *

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

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

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.

Do you have an account with FCI Lender Services? *

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.

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

Have you invested in a Trust Deed?

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? *

Are you an Accredited Investor? *

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? *

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.

How did you hear about TaliMar Financial?

Referral
Internet Search
Social Media (Facebook, LinkedIn, Other)
Postcard
Other

Other: *

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