Intake Screening - ADM Properties LLC

Client Name

First

Last

Client Email

Down Payment / Option Fee: How much do you currently have allocated for an upfront option fee (typically 2-5% of the purchase price)?

Closing Costs: Are you aware that standard closing costs and escrow accounts will require additional cash on hand? How do you plan to save for these?

Current Income: What is your total monthly gross household income?

Credit Profile: What is your estimated current credit score? Have you checked your credit report for errors recently?

Past Bankruptcies: Have you filed for bankruptcy in the last 7 years?

Yes
No

If yes, has it been discharged? (Please explain)

Home Preference: How specific are you about the details of the home? Number of bedrooms/bathrooms/sqft etc. The less particular, the easier and higher the chances of acquiring.

Readiness: Do you currently own or lease? Do you currently own or rent any property or other large assets?

Agreement: If we could go under contract on a home in the next month, are you currently ready?

Yes
No

Terms: What is the shortest estimated number of years you would need before you could refinance or get a loan to purchase the property? What is the reason for this length of a term?

Term Needed (1-3 years): How long of a term do you estimate you will need to complete the term or get a loan to purchase the property?

1 year
2 years
3 years

Current Employer: Where do you work, and how long have you been employed there?

Employment History: Do you have at least 2 years of continuous employment in the same field?

Yes
No

Income Fluctuations: Is your income salaried, hourly, or commission-based?

Salaried
Hourly
Commission-based

loan you How

Do you foresee any interruptions in your ability to pay rent?

Income: What is your total estimated monthly income?

Other Sources: Do you have any other sources of income? Please list them.

Current Living Situation: Do you currently rent or own?

Rent
Own

How long have you lived at your current address?

Reason for Moving: What is your primary reason for seeking a rent-to-own property?

Eviction Record: Have you ever been evicted, or broken a lease agreement in the past?

Yes
No

Landlord Reference: Do you authorize us to contact your current and previous landlords for a favorable reference?

Yes
No

Criminal Background: Have you ever been convicted of a felony or misdemeanor?

Yes
No

Background Check Consent: Are you willing to authorize a comprehensive background check, credit check, and eviction history screening for all adults (18+) in the household?

Yes
No

Occupants: How many adults (18+) will be residing in the home?

Occupants: How many children will be residing in the home?

Occupants: How many pets will be residing in the home?

Maintenance History: Are you handy and capable of handling minor repairs and routine yard maintenance yourself?

Yes
No

Structure: Please write yes if you understand, and no if this is not something you are interested in.

If any questions, please advise.