Investor Information Form

This form is the first step in exploring Utah's real estate market with me. By sharing your investment goals, preferences, and any specific needs, you enable me to provide tailored property suggestions and insights. Your responses are not only invaluable in curating a property list that resonates with your aspirations but are also kept strictly confidential.

First Name *

Last Name *

Phone *

Email *

Investor Information Form

Are you a first time home buyer?

Yes

How many investments do you own? (Select 0, if not applicable) *

What type of investments and Strategies are you interested in learning about? (Select all that apply) *

What type of real estate are you wanting to do? (Select all that apply) *

What is the ideal time frame for your next purchase or sale? *

Location of Interest

Investor Information Form

By completing the soft qualification you are not required to use the associated lender on any loan. This process is strictly for informational purposes only. Please note that even if you do not think you will qualify, or don't plan on buying soon, the information can be helpful to see where you are at financially and planning purposes. The financial information will only be used to see what you may qualify for without pulling your credit.

Would you like to get a soft qualification or skip for now? Please note that if you skip for now I will need this information in the future. *

Yes - I would like to see what I can qualify for.

I am already pre-qualified and can provide the numbers.

No - I want to skip this for now, but understand this information will be needed in the future and may delay the process.

Investor Information Form

What amount are you qualified up to for your next purchase? *

Can you provide more details about the qualification? What it is for and who it is with?

Investor Information Form

Job Type *

How long have you been employed in your current line of work/profession? *

Yearly Salary/Income *

Type of Income *

Please provide any additional information regarding your income or employment that would be helpful in determining your financing options.

Investor Information Form

Available Cash *

Other resources you may have available for your next purchase *

Estimated Equity

Other resources funds (Excluding home equity/HELOC)

Please provide any additional information regarding your funds (Cash, equity, retirement accounts, family resources, ect..) that would be helpful in determining your financing options.

Investor Information Form

Do you plan to occupy one of the units yourself or will this property be used exclusively as a rental? *

Estimated Credit Score *

Please describe your real estate holdings (if applicable)

What debts/obligations do you have to pay each month? (select all that apply) *

What is the total BALANCE OWING for any/all MORTGAGES in your personal name?

What is the total MONTHLY PAYMENT for any/all MORTGAGES in your personal name?

Investor Information Form

What is the total BALANCE OWING for any/all CREDIT CARDS?

What is the total MONTHLY PAYMENT for any/all CREDIT CARDS?

What is the total MONTHLY PAYMENT for any/all AUTO LOANS?

What is the total BALANCE OWING for any/all AUTO LOANS?

Please provide a description of any other debts or obligations you have.

Background *

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