Prepare Your Information

Quick Start · Your Goal

Where is the property?

How do you use this property?

What would you like the funds to do?

About how much cash would you like in hand?

01 · Information

Applicant & property details

First Name

Middle Name (optional)

Last Name

Date of Birth

Citizenship Status

Email

Phone

Marital / Domestic Partnership Status

How do you plan to use the funds? (optional detail)

When would you like to receive the funds?

Full Property Address

Estimated Home Value ($)

How do you hold title to the property?

Property & financing questions

Do you have a primary mortgage?

Yes No

Do you have a second mortgage?

Yes No

Do you have a home equity loan or HELOC?

Yes No

Do you have a HERO or PACE loan?

Yes No

Do you have a solar or energy-efficiency loan?

Yes No

Is the property part of an HOA or condo association?

Yes No

Are any property taxes delinquent?

Yes No

Is the property used for commercial or agricultural purposes?

Yes No

Additional details (if applicable)

Co-owner First Name (if any)

Co-owner Last Name

Co-owner Email

Primary mortgage current principal balance ($)

Has the primary mortgage been modified since origination?

Yes No

Is the primary mortgage in forbearance or on a deferred plan?

Yes No

02 · Disclosures

Property condition & activity

Is the home listed for sale, under contract, or listed within the past 6 months?

Yes No

Are there hazardous substances or materials in or on the property?

Yes No

Any additions or structural changes made without permits or not up to code?

Yes No

Any ongoing or pending lawsuits directly involving the property?

Yes No

Does the property include an ADU or in-law suite?

Yes No

Is the property under renovation, or will you begin before receiving funds?

Yes No

Do any major systems need repair (roof, foundation, plumbing, electrical, HVAC)?

Yes No

Financial history & planned borrowing

Regarding financial crimes: no contest, felony conviction, or misdemeanor within the past 5 years?

Yes No

Planning, involved in, or discharged/dismissed from bankruptcy within the past 4 years?

Yes No

Within the past 7 years, any loan that resulted in foreclosure, deed in lieu, or a judgment?

Yes No

Any new debt or liens on this property before or within 3 months after receiving funds?

Yes No

03 · Documents

Confirm what you have ready (upload files later)

I have a government-issued photo ID (driver’s license, passport, permanent resident card, or state ID). I have my most recent monthly mortgage statement (or I have no mortgage). If applicable: statements for any other liens (2nd mortgage, HELOC, solar loan). If applicable: evidence of homeowners insurance (all pages, current). If applicable: spouse’s ID.

Information Received!