Admin

General

Priority

Status

Originated By

Assigned To

Processed By

Cancellation Reason

High Roller Program

Cancelled By

Loan Number

COE

Application Date

Date Added

Cancellation Date

Origination

Loan Type

Transaction Type

Purchase Type

Exit Strategy

Loan Source

Collateral

Property Type

Dwelling Type

Address

City

State

Zip

Unit#

County

Bed/Bath

Stories

Pool?

APN

Year Built

Current SqFt

Future SqFt

Cost To Date

Rehab Cost

Borrower ARV

Loan Request Amount

Current Payoff Amount

Purchase Price

Broker Contact Info

White Label Broker

Borrower Info

Vesting Information

Signer Information

LLC Position

Temporary Borrower Information

Accepted Terms

Loan Amount Approved

LA@COE Approved

HoldBack Approved

Monthly Inspection Prior to First Draw

Loan Term

Interest Rate

Good Faith Deposit

Interest Guarantee

Interest Reserve

Prepaid Interest

Prepayment Penalty

AT:LTFV

AT:LTCV

AT:LTC

AT:LTPP

High Roller Terms

Loan Amount Approved

LA@COE Approved

HoldBack Approved

Monthly Inspection Prior to First Draw

Loan Term

Interest Rate

Good Faith Deposit

Min ARV

AT:LTFV

AT:LTCV

AT:LTC

AT:LTPP

Fees

Loan Fee

Processing Fee

Extension Fee

Draw Fee

Exit Fee

Doc Fee

Broker Fee Settlement Statement

Broker Fee Paid Outside Closing

Leverage Fee

Underwriting

Underwritten By:

Underwritten Date:

Underwritten Manager:

Underwritten Analyst:

Current Value

Future Value

CFLoan Amount

CF Loan Option 2 Amount

LA @ COE

LTFV

LTCV

LTC

LTPP

Disbursement%

Max Cashout Approved

Holdback

Market Report

Sold Price

Days On Market

List Price

Listing Number

Processing

Loan Amount Spelled Out

Interest Rate Spelled

Per Diem

Number of Days

COE

Est. Payment

End of Month

Maturity Date

End Of Maturity Date

1st Payment Date

Actual First Payment

Interest Paid Through Date

Title Company

Title Email

Escrow Officer

Escrow Number

Legal Description

Seller/Trustee

Plans Name

Plan Date

Architect

Arch Address

Arch Signer

General Contract

General Address

GC Contract Date

General Signer

Env. Use

Note Position

Insurance

Insured Name

Insurance Company

Insurance Policy Number

Insurance Agent Name

Insurance Agent Email

Insurance Agent Phone Number

Insurance Deductible

Insurance Effective Date

Insurance Expiration Date

Insurance Coverage Amount

Insurance Coverage Description

Insurance Approval Notes

HubSpot ID

FundID

LoanPro Loan ID

Tmo Loan ID

Portfolio

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Default Tasks

Custom Tasks

First Name *

Middle Name

Last Name *

Email *

Phone *

Address

City

State

Zip

Borrower Source

Marital Filing Status

Contact Status

Contact Status Notes

No Business Entities Attached

There are no business entities associated with this borrower yet.

Project Type:

Tip: Please search for existing entities first to prevent duplicates. Maintaining a single record for each business entity ensures accurate reporting and simplifies management across caps.

Entity Name *

State Of Origin *

Company Type

EIN

Address Line 1 *

Address Line 2

City *

State *

Zip Code *

Ownership Individual/Entity *

Asset Type *

Purchase Price

Purchase Date

Renovation Budget

Scope of Work Completed

Sale Price

Sale Date

Total Quote Reviews

Total Quote Reviews: {{totalQuoteReviews}}

Total # Residential: {{totalNumberResidential}}

Total # Commercial: {{totalNumberCommercial}}

Total # Construction: {{totalNumberConstruction}}

Total # Land: {{totalNumberLand}}

Total Residential Quotes

Total Residential Quotes: {{totalResidentialQuotes}}

{{thatLoanType}}: {{loanTypeCount}}

Fix and Flip

Average Purchase Price: {{fixAndFlipAveragePurchasePrice}}

Median Purchase Price: {{fixAndFlipMedianPurchasePrice}}

Purchase Price High: {{fixAndFlipPurchasePriceHigh}}

Purchase Price Low: {{fixAndFlipPurchasePriceLow}}

Average Renovation Budget: {{fixAndFlipAverageRenovationBudget}}

Buy and Hold

Average Purchase Price: {{buyAndHoldAveragePurchasePrice}}

Median Purchase Price: {{buyAndHoldMedianPurchasePrice}}

Purchase Price High: {{buyAndHoldPurchasePriceHigh}}

Purchase Price Low: {{buyAndHoldPurchasePriceLow}}

General Metrics

Average LTPP: {{fixAndFlipAverageLTPP}}

Average LTPP: {{fixAndFlipAverageLTPP}}

Average LTCV: {{fixAndFlipAverageLTCV}}

Average LTFV: {{fixAndFlipAverageLTFV}}

Average LTC: {{fixAndFlipAverageLTC}}

Total # Accepted: {{totalNumberAccepted}}

Total # Declined: {{totalNumberDeclined}}

Total # Undecided: {{totalNumberUndecided}}

Total Amount Borrower Requested: {{totalAmountBorrowerRequested}}

Total Amount Approved: {{totalAmountApproved}}

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