Keith Britto | Wealth Management

Contact Keith Britto

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Optional Information

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allow us to get a clear understanding of how we can best serve you.

If this is a refinance, please consider completing the information below.

Original purchase price:
Original purchase date:
Have you made major improvements to the property?	Yes No
If yes, what was the cost of improvements:
Is there a current lien?	Yes No
If yes, what is the current loan balance:

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Type of Property:	(i.e. single family home, condo, duplex, multifamily)
Purchase Price:
Estimated Value:
Address:
Current total IRA liquid balance:
To be purchased through an LLC?	Yes No
If yes, balance of the LLC:
Property sold in the last 3 years?	Yes No
If yes, sale date:
If yes, sale price:
Livable square footage:
Estim. monthly rental income:
Is there a lease in place?	Yes No
If yes, what is the rent:
Will there be a lease in place by closing?	Yes No
If yes, what will the rent be:
Taxes:
Insurance:
HOA dues:
5/1 ARM or 30 year fixed:
Is this a new construction?	Yes No
Desired loan amount:
If property needs repairs, please describe here: