Fortiz Group | Investment Property Financing Application

Investment Property Financing Application

Eligibility

Borrower

Deal

Entity

Submit

Step 1 — Eligibility

Let's quickly assess your financing needs to ensure we can serve you effectively.

Loan Purpose *

Purchase

Refinance (Rate & Term)

Cash-Out Refinance

Property Type * select all that apply

✓Single Family (1–4 Units)

✓Multifamily (5+ Units)

✓Commercial

✓Mixed Use

✓Fix & Flip / Bridge

Loan Type * select all that apply

✓DSCR / Rental Loans

✓Hard Money / Bridge

✓Commercial / SBA

✓Construction Loans

Estimated Closing Timeline *

ASAP / Under 30 Days

1–2 Months

3–6 Months

Just Exploring

Step 2 — Borrower Profile

Tell us about yourself so we can personalize your financing options.

First Name *

Last Name *

Email Address *

Phone Number *

City *

State *

Investment Background

Years of Real Estate Investing Experience

First-Time

1–3 Years

4–10 Years

10+ Years

How many investment properties have you sold or refinanced? (enter 0 if none)

Investment Properties Currently Owned

1–2

3–10

10+

Employment / Income Type

Annual Household Income

Step 3 — Deal Details

Share the specifics of the property and deal structure you’re pursuing.

Have you identified the property? *

Yes — Property Identified

Not Yet — Still Searching

Property Location

Street Address

City

State

ZIP

Target Market / Area

Financials

Purchase Price / Value *

Requested Loan Amount *

Down Payment Available

Property Strategy

Are you adding square footage or converting any space? e.g. addition, ADU, garage conversion

Yes — Adding Sq Footage

Yes — Converting Space

Yes — Both

Addition / Conversion Details

Square Footage Being Added

Total Sq Ft After Completion

Final Layout After Conversions / Additions

Bedrooms (after completion)

Bathrooms (after completion)

Fix & Flip / Bridge Details

After Repair Value (ARV)

Rehab Budget

Rehab Scope

DSCR / Rental Details

Projected Monthly Rent

Occupancy Status

Multifamily / Commercial Details

Number of Units

Annual NOI

Construction Details

Own the Lot / Land?

Yes

Land / Lot Value

Projected Sq Ft

Step 4 — Entity & Credit

Lenders evaluate both your business structure and credit profile — this helps us find your best matches.

Business Entity

Do you have a business entity? *

Yes — I Have One

No — I Don’t

Currently Forming

Entity Name

Entity Type

State of Formation

EIN if available

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Credit Profile

Estimated Credit Score *

800+

740–799

680–739

620–679

Below 620

I Don’t Know

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Bankruptcy in Last 7 Years?

Yes

Foreclosure / Short Sale in Last 7 Years?

Yes

Step 5 — Docs & Submit

Upload available documents to strengthen your file. No docs yet? Email them to [email protected] after submitting.

Document Uploads (optional)

Government-Issued Photo ID

👤

Tap to upload

Driver's License or Passport · PDF / JPG / PNG · Max 10MB

Bank Statements last 3 months

💳

Tap to upload

All pages of all accounts · PDF preferred · Max 20MB

Notes / Message to Your Broker

✅

Application Received!

Thank you for submitting your financing application with Fortiz Group.

Our team will review your deal profile and reach out within 24 hours with available options and next steps.

📎 Send supporting documents to [email protected] — include your name and property address in the subject line.

Questions? [email protected]