Referral partner intake

Submit a client scenario

Five sections, about five minutes. You'll get a preliminary funding-path read the moment you submit — no documents required to start.

Don't fill this out:

01 · About you

Your name

Company

Your role

Phone

02 · Client & submission details

Is the borrower aware this scenario is being submitted?

Yes No

May we contact the borrower directly if needed?

Yes No, keep it through me

03 · Property & loan

Property / business state

Property type

Loan purpose

Owner-occupied or investment?

Owner-occupied Investment

Loan amount requested

Estimated property value

Current debt / mortgage balance Enter 0 if free and clear

04 · Credit & revenue

Estimated credit range

Revenue / NOI / rent income Annual, estimated is fine

05 · Deal history & timeline

Was this deal declined elsewhere?

Yes No, not yet submitted

If declined, primary reason cited

Why has this been hard to place?

Timeline needed

Documents currently available

06 · Deal summary

Short deal summary

Fields marked required are needed to run the scoring model.