Lenders & Mortgage Brokers Forum

Applying for Investment Financing? Come Prepared.
Mortgage Brokers & Lenders
Applying for Investment Financing? Come Prepared.

Have your basic deal information ready: Purchase price Property details Rehab budget Scope of work ARV/exit value Timeline Exit strategy Investment experience The clearer the picture, the easier it is to evaluate the opportunity. What's one thing borrowers often forget to prepare?

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Private Lenders: I could really use some honest perspective
Mortgage Brokers & Lenders
Private Lenders: I could really use some honest perspective

I've been researching the private lending process pretty deeply, particularly what happens around borrower and entity diligence, and I could really use some perspective from people who actually do this day to day. I've spent a ridiculous amount of time reading about the process and talking to peo...

Splitting new construction duplex into separate addresses and getting PID
Mortgage Brokers & Lenders
Dallas, Texas
Splitting new construction duplex into separate addresses and getting PID

Does anyone have experience with trying to refinance a new construction property that was built as a 2 unit but split into two separate 1 unit attached properties? We are trying to refinance these as two separate DSCR cash out refinances that will close simultaneously and payoff the construction ...

Is my lender wrong or am I wrong?
Mortgage Brokers & Lenders
Is my lender wrong or am I wrong?

Here's the background: I've been investing in real estate for 16 years. I have gotten hundreds of loans from several sources over that time frame. When I get loans, the loan officers will usually go over the loan terms with me including interest rate, time frames, if anything adjusts during the l...

DFW Investor-Friendly Lenders
Mortgage Brokers & Lenders
Dallas, Texas
DFW Investor-Friendly Lenders

Hello BP community, I am a beginner investor looking to start my journey with a FHA house hack in the DFW area. I’ve been reading through Craig Curelop’s “The House Hacking Strategy” and am working on assembling a team. I started with the Bigger Pockets Lender Directory which suggested Total Qual...

Rocket mortgage dscr
Mortgage Brokers & Lenders
Chicago/Skokie, Illinois
Rocket mortgage dscr

Hi how are you doing BP community I have a loan of one of my rental properties with rocket mortgage and they are offering dscr to cash out refi and I wonder if anyone worked before with rocket mortgage they offer $0 out of pocket fee , thanks

First questions you ask on a fix and flip request?
Mortgage Brokers & Lenders
Las Vegas, Nevada
First questions you ask on a fix and flip request?

As an example, what I have learned by reviewing clients data and questions for a Fix & Flip, is that there are some simple questions that need to be answered: Where is it, whats the price, whats the ARV, How much are you looking for, how many F&F deals have you done in the last 3 - 4 years? After...

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Any tips for the industry are welcomed and would love to connect
Mortgage Brokers & Lenders
Lanham, Maryland
Any tips for the industry are welcomed and would love to connect

I am a licensed real estate agent that is not practicing due to not paying the start up fees. I am also with Kiavi as a independent Mortgage broker. Any tips on how i can get started as a referral agent is welcomed and as a for mortgage broker. I do not have a car but i am working on that. Feel f...

HELOC versus. Cash out REFI
Mortgage Brokers & Lenders
HELOC versus. Cash out REFI

I keep going back and forth on this and want to hear how the community is thinking about it in today's rate environment. A cpl of questions: - If you're sitting on $50K-$100K of equity and want to pull it out for your next deal, how do you decide between a HELOC and a cash-out refinance? -Has any...

Looking for a heloc lender
Mortgage Brokers & Lenders
Toledo, Ohio
Looking for a heloc lender

Hello, I am wondering if any lenders offer helocs that don’t look at tax returns as much and more the value of the house? I own my home outright and I am self employed. I have only had my business for 2 years and the first year there wasn’t much profit so when lenders go to average the past 2 yea...

Home Equity Line Of Credit
Mortgage Brokers & Lenders
Bradenton, Florida
Home Equity Line Of Credit

I own a non-owner-occupied investment property and have been having a difficult time finding a lender that offers HELOCs on investment properties. I’d like to leverage some of the equity I’ve built in the property to help fund my next investment. For those of you who have done this, who would you...

What Kills More Deals: Bad Numbers or Bad Timing?
Mortgage Brokers & Lenders
What Kills More Deals: Bad Numbers or Bad Timing?

We've all heard about deals falling apart because the numbers didn't work. But how often have you seen a potentially good deal fall apart simply because the financing or closing timeline didn't line up? Which one has caused more problems in your experience?

Commercial Mortgage Brokers - Three Levels of Service
Mortgage Brokers & Lenders
Commercial Mortgage Brokers - Three Levels of Service

Commercial Mortgage and Loan Brokers – Three Levels of Service I have found that commercial mortgage brokers offer one of three levels of service. 1. Basic Service - Connect borrower with lender who may be interested in loan type. Preliminary criteria match and pass along documents provided by bo...

Less than 100k purchase.
Mortgage Brokers & Lenders
Longview, Texas
Less than 100k purchase.

I signed a buyers agreement for a rural 2/2 for 66k and needs 30k in repairs. Appraisal shows 127k ARV. I’m having trouble finding funding for a flip or long term. Any suggestions on how to get out of the agreement or suggestions on finding funding?

Would You Lend Your Own Money on Every Deal?
Mortgage Brokers & Lenders
Miami, Florida
Would You Lend Your Own Money on Every Deal?

Here’s a question I occasionally ask myself when looking at a loan: would I lend this guy my own money? Not the lender’s money. Mine. My, say, $300,000. Money that came out of my bank account this morning and that I would very much like to see again. Suddenly underwriting feels a little different...

Investor Tip: How to Pull Your Cash Back Out of a Property You Just Bought
Mortgage Brokers & Lenders
Houston, Texas
Investor Tip: How to Pull Your Cash Back Out of a Property You Just Bought

One of the most overlooked financing strategies for real estate investors is Delayed Financing. Let's say you find a great deal and need to move quickly. Instead of waiting for traditional financing, you purchase the property with cash (or funds from another source) to win the deal. Most investor...

Private lenders who sell loans, what does the buyer require on the borrower entity?
Mortgage Brokers & Lenders
Private lenders who sell loans, what does the buyer require on the borrower entity?

For the private lenders here who sell loans or borrow against a line, I am trying to understand what the other side of the file looks like. When a loan goes to an aggregator, or gets pledged to a warehouse line, what does the buyer or the custodian require on the borrower entity? Operating agreem...

HELOC on an Affixed Manufactured Home Classified as Real Property?
Mortgage Brokers & Lenders
Tucson, Arizona
HELOC on an Affixed Manufactured Home Classified as Real Property?

Has anyone here successfully gotten a HELOC on a manufactured home that is permanently affixed to land they own and legally classified as real property? The property has the manufactured home and land together under one mortgage, and I’m confirming the Affidavit of Affixture / real-property statu...

Borrowers, communicate early
Mortgage Brokers & Lenders
Borrowers, communicate early

Projects rarely go exactly according to plan. Budgets change. Timelines change. Scope changes. Communicating those changes early can help everyone respond before a small issue becomes a major one. Lenders, what’s the communication mistake you see borrowers make most often?

Pre-1976 Manufactured Home Financing for rental property in Arizona
Mortgage Brokers & Lenders
Verde Valley, Arizona
Pre-1976 Manufactured Home Financing for rental property in Arizona

Hi, I'm looking at a property that is technically a manufactured home built in 1963, but has been completely remodeled with updated electrical, plumbing, and a entire stick-built house built on to the original single-wide, which basically only retains the original walls. The deal is excellent in ...

Harmonial.ai no longer in business?
Mortgage Brokers & Lenders
Harmonial.ai no longer in business?

Does anyone know what happened to Dale and JJ? Seems they fell off the face of the earth. I just did a deal with them a few months ago? I hope they're alright?

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HELOC on an Affixed Manufactured Home Classified as Real Property?
Mortgage Brokers & Lenders
Tucson, Arizona
HELOC on an Affixed Manufactured Home Classified as Real Property?

Has anyone here successfully gotten a HELOC on a manufactured home that is permanently affixed to land they own and legally classified as real property? The property has the manufactured home and land together under one mortgage, and I’m confirming the Affidavit of Affixture / real-property statu...

What is a COMPLETE Loan Package?
Mortgage Brokers & Lenders
What is a COMPLETE Loan Package?

After 25 years as a private, hard money lender, I’ve come to realize that many mortgage brokers don’t know the documents required by lenders to evaluate, approve and close a loan. So here is a list I found and modified. As a hard money lender I probably would not require many (most) of these docs...

Closing Notes, Faster
Mortgage Brokers & Lenders
Closing Notes, Faster

Typical mortgage note transactions take 30–45 days (720–1,080 hours). Even well-prepped deals usually take 14–21 days (336–504 hours). We ran a case study using our platform. When everything was ready—title, docs, buyer/seller coordination—we closed a deal in just 43 hours. That’s a time savings ...

Scaling your loan volume? How to fix the private money data bottleneck.
Mortgage Brokers & Lenders
Scaling your loan volume? How to fix the private money data bottleneck.

Most private money brokers enter the industry focusing entirely on one thing: finding deals and capital.However, once your networking starts paying off, you quickly hit a different bottleneck. You go from chasing leads to being completely overwhelmed by unorganized data.If you have multiple whole...