Investor Profile

Name
Business Name
Address
City
State
Zip
Phone
Cell Phone
Email
Fax
$ to Invest
Investment Goals
(Check All That Apply)
Long Term Growth
Short Term Income
Long Term Income
Quick Turnover
Acceptable Term
Ideal Term
Funds Available Date
Risk / Return Preference
Collateral Location Preference
(From Where You Live)
Acceptable Collateral
(Check All That Apply)
1st Mortgage
Subordinate Mortgages
Wrap-Around Mortgage
Land
Improved Residential
Commercial Property
Trucks
Equipment
Vehicles
Other Comments or Information That
Might be Helpful