INTAKE QUESTIONNAIRE
*NOTE: Providing clear and accurate information within the following questionnaire will not only allow us to make a quick decision, it will empower our Originators with the knowledge to challenge any reservations that our loan committee may have towards approving your loan. The better we understand each deal and the more information that you provide, the easier and faster the process will be for you or your client.
Rodeo Agent Name
First Name Last Name
Loan Type
Square Footage of the Building(s) on the Subject Property?
Land Acreage of the Subject Property?

Now that you have answered our intake questions, please provide a summary of the deal that will give our Underwriters a clear picture as to what the borrower is trying to accomplish and why. The better we understand the deal, the easier it is for us to make a quick decision. Full disclosure is always the best approach, as we are then able to structure the deal so that it makes sense to our loan committee. If we understand the challenges of the deal we have a better chance at being able to come up with creative solutions to ensure it closes.*
Referring Broker or Property Owner
First Name Last Name
Referring Broker's Company Name
Email
example@example.com
Phone Number
Area Code Phone Number
Should be Empty:

INTAKE QUESTIONNAIRE