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九鑫商业贷款
9F Loan
Scenario
Training
Boot Camp Q1'22
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9F Club
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Commercial Purchase / Refinance
Today's Date
Company Name
Client Name
Email
Phone
FICO
Loan Purpose
*
CRLOC
Purchase
Rate and Term Refi
Cash Out Refi
Type of Properties
Number of Units
Property Address
City
State
Zip Code
Purchase Date
Purchase Price
If Purchase, what is the down payment?
As-Is Value
If Refi, Current Loan Amount
If Refi, Cash Out Amount
Monthly Rental Income
Annual Tax
Annual Insurance
Annual HOA
How many investment properties owned?
Is client a US Citizen or Green Card?
*
US Citizen
Green Card
Other
9 Fortunes Consultant Name
9 Fortunes Consultant Member ID
9 Fortunes Consultant Phone
9 Fortunes Consultant Email
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