Portfolio Lender Questionnaire

Portfolio Lender Questionnaire

Sharad M.Pro Member
Carlsbad, CA · Member since 2010 · 1k+ posts · 1k+ votes

Hello all,

Some of you had asked me for the questionnaire I had prepared for calling portfolio lenders. I had to go through a lot of my old files to find this one. I haven't had to use it for a very long time, but I hope someone finds it helpful.

Questionnaire spreadsheet

If you have any questions or comments, please feel free to contact me.

Thanks and Best Regards,

Sharad

2Reply
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Most Popular Reply

Joshua D.Pro Member
BiggerPockets Founder · HI · Member since 2008 · 16k+ posts · 5k+ votes
12y

The file is in the fileplace . . . you're good.

See this reply in the discussion

10 Replies

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  • Realtor · Houston, TX · Member since 2011 · 916 posts · 296 votes
    12y

    Thanks. Much appreciated.

  • FL · Member since 2009 · 2k+ posts · 357 votes
    12y

    @Sharad M.,

    Thank you for sharing that Information.

    Have you thought about adding it to the "FilePlace" on this site?

    Raymond

  • Sharad M.Pro Member
    OP
    Carlsbad, CA · Member since 2010 · 1k+ posts · 1k+ votes
    12y

    You're welcome @Shanequa J. and @Raymond B.

    I thought I added the file to the "Fireplace". Apparently, I didn't do it right.

    @Joshua D. can you please help me move the file to the right location?

  • Joshua D.Pro Member
    BiggerPockets Founder · HI · Member since 2008 · 16k+ posts · 5k+ votes
    12y

    The file is in the fileplace . . . you're good.

  • Investor · Georgetown, TX · Member since 2014 · 14 posts · 3 votes
    12y

    Thanks for uploading this @Sharad M.

  • Property Manager · Livonia, MI · Member since 2011 · 4k+ posts · 1k+ votes
    12y

    Looking for a portfolio lender. Recommendations?

  • Investor · Harrison Township, MI · Member since 2014 · 17 posts · 2 votes
    12y

    This is very helpful. Thanks.

  • Real Estate Agent · Philadelphia, PA · Member since 2011 · 44 posts · 3 votes
    12y

    Thanks Sharad!

  • South Lake Tahoe, CA · Member since 2014 · 111 posts · 37 votes
    12y

    @Sharad M.   Thank you for sharing.  

  • Investor, Entrepreneur, Educator · Springfield, MO · Member since 2009 · 21k+ posts · 12k+ votes
    12y

    Good, #13 might be minimum loan, to a borrower a lender won't have much of a restriction on a maximum as they can begin getting affiliate or participating lenders, folks here won't hit a maximum, you can get stuck by the minimum.

    In lower cells, you might add:

    ARMS

    Index

    Margin

    Cap rate adjustment

    Floor/ceiling

    Balloon

    :)

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