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Reno Questionnaire

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General Information
Borrower name*
Loan number (if available)
Company Name*
Your Name*
Position*
Email*
Phone*
Account Executive*
Type of loan*
Questions
What is the estimated renovation amount?
Are there any Structural repairs being completed?*
If YES please specify.
Are you getting a Consultant on this file?*
Are the subject property Utilities ON or OFF?*
If off, please specify which utilities.
Does the borrower have any relationship with the Contractor?*
If YES please specify.
Total number of Contractors on this project*
Approx Closing Date?*
What is your experience level on Renos? (optional)
What is your biggest challenge on renovation loans? (optional)
Any comments/concerns? (optional)

TIPS FOR A SMOOTH TRANSACTION

Emphasize priority Contractor and Bid conditions. Focus on clearing these conditions first
Establish a line of communication with the Contractor – this will help to make changes easier, and could open up future referrals from the Contractor.

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