Multifamily Loan Quote | Apartment Financing

Please fix the following

About you

The person who will sign for the loan.

First name *

Last name *

Email *

Phone *

Mailing address *

U.S. citizen? *

Estimated credit score *

Your best estimate. No credit is pulled.

Borrowing entity name

The LLC that will own the property, if it is formed yet.

State the entity is formed in

Entity members and ownership percentages

Background and experience

Lenders ask every sponsor these. A yes is not automatically a no, it just needs a conversation first.

Any bankruptcy in the last 5 years? *

Foreclosure, deed in lieu or short sale in the last 3 years? *

Any felonies, pending litigation or real estate fraud cases? *

Estimated liquid funds ($) *

Cash and investments you could access, all sponsors together.

Estimated net worth ($) *

Properties you own now *

Total units you own now *

Multifamily (5+ unit) experience *

Who will manage the property? *

The property

5 or more units. For 2 to 4 units, a DSCR loan is usually the better fit.

Property address *

Number of units *

Number of buildings

Year built *

Property type *

Current occupancy (%) *

Units leased and paying, as a percent.

Condition *

Utilities *

Any rent restrictions? (affordable housing agreement, LURA, Section 8 contract) *

In a flood zone? *

Any judgments or tax liens against the property? *

The deal

Purchase or refinance details.

Purchase or refinance? *

Type of loan *

Your estimate of current value ($) *

Income and expenses

From the last 12 months (T-12). Rough is fine, lenders confirm it from the statements.

Collected income, last 12 months ($) *

Total operating expenses, last 12 months ($) *

Taxes, insurance, utilities, repairs, management, payroll. Leave out the mortgage.

Property taxes per year ($) *

Insurance per year ($) *

Current rents by unit type *

Projected rents by unit type

Which of these can you send? *

What you want

So the quote matches the loan you actually want.

Loan amount you are looking for ($) *

Or the most you want to borrow. For a value add loan include the rehab funds.

Term *

Interest only? *

Prepayment penalty you can accept *

When do you need to close? *

Exit strategy *

Any recent third party reports? (appraisal, environmental, property condition) *

Anything else lenders should know

Or call 713-548-7350.

What we do not ask for. No Social Security number, no date of birth, no bank or account numbers and no documents here. A submission containing one is rejected rather than stored. Anything a lender needs for its application goes to that lender directly, after you and Ben decide to move forward.

Requesting a quote does not create a loan application and is not a request for credit. Nothing is sent to any lender without your say so. Business purpose financing only. Terms, rates and availability depend on the property, the sponsor and each lender's current programs.

Ben Helstein, Texas Real Estate Broker TREC #727703-B, NMLS #1577314. InSync Loans NMLS #1829321. Equal Housing Opportunity.

Deal received

Thanks. Ben has your deal and will reach out to you directly.

If it is time sensitive, call 713-548-7350.

Maintained by Ben Helstein, Texas real estate broker (TREC 727703-B) and mortgage loan originator (NMLS 1577314), InSync Loans NMLS 1829321. Last updated October 21, 2026.

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