RTL Loan Intake Form

✓Submitted By

Your details, so we know who sent this in. All three are required.

Your First Name *

Your Last Name *

Your Email *

2Borrower & Guarantors

Who the deal is for, how we reach them, and every person guaranteeing the loan.

Borrower / Entity Legal Name *

Borrower Type *

Contact Email

Contact Phone

Guarantors

Number of guarantors * i

3Subject Property

Subject Property Address *

City *

State *

ZIP *

Property Type *

Number of Units *

Occupancy *

Current Square Footage * i

ADUs Being Added / Built i

Is the land entitled? * i

Permits and plans approved? * i

4Loan Terms & Financials

Enter the raw figures (white boxes). The ƒ CALC fields fill in automatically. Dollar fields format with commas as you type.

Loan Term *

Structure

Exit Strategy *

Property Purchase Price *

Expected Closing Date i

Acquisition Date *

Acquisition (Original Purchase) Price * i

As Is Value * i

After Repair Value (ARV) *

Existing Debt on the Property — payoff amount * i

Our Lien Position *

Other liens that stay behind ours after closing? i

Escrow Repair Holdback

Rehab Scope * i

Construction Budget — remaining cost to complete *

Construction Amount Financed *

Costs Spent To Date

Construction Financed Holdback % ƒ CALC

Total Construction Financed % ƒ CALC

Closing Cost Estimate

Proposed Loan Amount *

Initial Advance at Close ƒ CALC i

Est. Closing Amount FROM Borrower ƒ CALC

Est. Closing Amount TO Borrower ƒ CALC

Interest / tax reserve financed into the loan?

Borrower Liquidity — preliminary estimate

—LTV

—CLTV

—LTC

—Loan / ARV

—Rehab Ratio

—Initial LTC

5Experience

Completed projects in the last 36 months, for each guarantor named in section 2. Borrower experience (fix & flip / fix-to-rent, excluding ground-up) counts in full; GC-only projects count as half a project, rounded up; ground-up projects are tracked on their own for the GUC program.

—Lead guarantor

—Borrower projects

—GC-only (counted ½)

—Counted projects

—Experience tier

—Ground-up completed

Each guarantor's own count (borrower projects + half the GC-only ones, rounded up) sets their tier — 0 · 1–2 · 3–4 · 5+; counts are not pooled. The guarantor with the highest tier is the Lead guarantor (a tie goes to the lower credit score), and the loan is qualified on the Lead's experience and FICO. Ground-up projects are tracked separately for the GUC program.

6Property & Deal Questions

📎Supporting Documents

Optional, but the more we have up front the faster the review. Drop each file into the box it belongs to — that is how it gets filed on the deal. Max 15 MB per file, 30 MB total.

✎Additional Notes

Any narrative or context that would help underwriting — deal story, borrower background, exit details, anything notable. The more detail, the better. (Optional)

On submit → checked, saved to SharePoint · 🔔 Teams ping + ✉️ email to management · a receipt with your reference number is e-mailed to you

1Product & Transaction

✓Submitted By

2Borrower & Guarantors

Guarantors

3Subject Property

4Loan Terms & Financials

5Experience

6Property & Deal Questions

📎Supporting Documents

✎Additional Notes

✓