Kalex Funding — Mortgage Qualification Form

Lead Source

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Party Inquiring

Broker Information

Broker Name

Broker Email

Broker Cell

Anyone Else "In" the Deal?

Notes on Lead Source

Borrower Information

▾

First Name

Last Name

Cell Phone

Closest Major Metro

Home Address

State

Social Security Number

Date of Birth

LLC / Entity Name

🏛️ Look Up LLC in State Registry

Registered State

Ownership Interest (%)

Properties Owned Currently

Total Properties Owned (Last 5 Years)

Real Estate Portfolio Value

W-2 Income or Other Income (Annual)

Specify Income Source

Liquid Assets

Retirement Assets

Realeflow Investor Page Link 🔗 Log in to Realeflow →

Notes on Owner

Credit History

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Current on All Mortgages?

Yes No

Foreclosure Filings Past 3 Years?

Yes No

Late Payments 30+ Days (Past 18 Months)?

Yes No

Need Sponsor or Co-Signer?

Yes No

Credit Score Range

Notes on Credit Why is score low, reason for lates, context on credit issues

Mortgage Qualification Form

Lead Source

Borrower Information

Credit History

Deal Scenario — Property 1

Property Details — Property 1

New Loan Details — Property 1

Deal Summary — Loan Officer Notes — Property 1

Would you like to add another property?

Mortgage Qualification Form

Lead Source

Borrower Information

Credit History

Deal Scenario — Property 1

Property Details — Property 1

New Loan Details — Property 1

Deal Summary — Loan Officer Notes — Property 1

Would you like to add another property?

Deal Summary Report