Mortgage Strategy & Loan Application Intake – Temple Tree Capital

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Mortgage Strategy & Loan Application Intake

Mortgage Strategy & Loan Application Intake

Section 1: Borrower Profile & Core Lending Objective

Identifies the borrower and immediately routes the application to the correct lending pipeline (Purchase vs. Refinance).

Primary Borrower Full Name *

Co-Borrower Full Name

Primary Email *

Phone *

Current Primary Residence Address *

Apartment, suite, etc

City

State/Province

ZIP / Postal code

Country

Primary Transaction Objective *New Property Acquisition / Purchase: (First-time homebuyer or looking to acquire a new primary/investment asset).Rate-and-Term Refinance: (Lowering the interest rate or restructuring the loan terms of an existing asset).Cash-Out Refinance: (Extracting trapped equity from an existing asset to reinvest into high-yield real estate options like an ADU build or portfolio expansion).

Target Property Usage Profile *Primary ResidenceSecond Home / Vacation PropertyInvestment Property (Targeting traditional long-term leasing or specialized medical mid-term rental premiums).

Section 2: Loan Requirements & Target Property Metrics

Establishes the loan scope and property metrics required to begin loan-to-value (LTV) underwriting.

• Target Property Street Address

Apartment, suite, etc

City

State/Province

ZIP / Postal code

Country

Estimated Purchase Price OR Current Property Value (if Refinancing) *

USD

Target Loan Amount Request *

USD

Anticipated Down Payment Capital (For Purchases Only)3.5% – 5% (Low down payment / conventional or FHA strategies)10% – 20% (Standard conventional purchase threshold)20% – 25%+ (Typical required range for optimal investment property pricing)

Source of Down Payment / Refinance CapitalLiquid Cash/SavingsGift FundsEquity from 1031 Exchange401k/Retirement Loan

Section 3: Financial Status & Underwriting Diagnostics

Gathers the essential financial pillars—Income, Assets, Credit, and Liabilities—needed to evaluate your Debt-to-Income (DTI) ratio.

Employment & Income Profile: Primary Employment Type: *W-2 Salaried EmployeeSelf-Employed / S-Corp / 1099Retired / Fixed Income

Gross Monthly Income (Before Taxes) *

USD

Co-Borrower Gross Monthly Income (if applicable)

USD

Estimated Liquid Asset Reserves (Checking, Savings, Stocks, Brokerage): *Less than $25,000$25,000 – $75,000$75,000 – $250,000$250,000+

Self-Reported Credit Score Tier *Excellent (740+)Good (680 – 739)Fair (620 – 679)Building Credit (Under 620)

Total Monthly Liabilities / Minimum Debt Payments *

USD

Section 4: Existing Mortgage Portfolio Detail

For multi-property investors and portfolio clients seeking to optimize, restructure, or consolidate their existing debt architecture.

Do you currently have outstanding mortgage loans on real estate assets you own?YesNo

Current Mortgage Terms on Primary Asset - Current Balance

USD

Interest Rate

Loan Type30-Yr Fixed15-Yr FixedARM

Total Number of Financed Properties in Your Portfolio Currently

Are any of your current properties generating documented Schedule E rental income?YesNo

Section 5: Secure Document Drop & Strategic Directives

Allows clients to securely upload baseline underwriting paperwork, immediately giving the loan officer a head start over traditional banks.

Income Verification (Recent 30 Days of W-2 Paystubs OR 2 Years of Tax Returns if Self-Employed) -Upload file

No file chosen

Asset Verification (Most Recent 2 Months of Bank/Brokerage Statements):

No file chosen

Custom Financing Notes & Reinvestment Goals

I have read and agree to the Terms of Service and Privacy Policy.

🔒 Privacy Assurance: Your property data, layout specs, and financial summaries are fully protected via bank-grade secure encryption layers and are strictly utilized for structural and financial modeling by Temple Tree Capital Inc.

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4384 Hummingbird Cir

Folsom, CA 95630

Mobile:+1 650-302-5568

Leela.Koneru@live.com

DRE #: 02444820

NMLS #: xxxxxxxxx

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