Deal Intake - Optimal Lending

1 - Contact

Who is submitting?

Name

Company / entity

Phone

Role

Sponsor experience

2 - Property

What is the asset?

Property address or nearest cross streets

City

State

Asset type

Occupancy / status

3 - Capital Request

What are we sizing?

Program

Purpose

Requested loan amount

As-is / purchase price

Construction budget

ARV / stabilized value

Target close

Exit strategy

4 - File Status

What exists already?

Document uploads will move to a secure link; this page captures the checklist so underwriting knows what to ask for.

Deal notes

By checking this box, I authorize Optimal Lending (NMLS #2483232) to contact me at the number and email provided, including by automated dialing system, prerecorded/AI voice, and text, about my inquiry and other lending products, even if my number is on a state or national Do Not Call list. Consent is not a condition of any loan. Msg/data rates may apply; reply STOP to opt out.

Full deal intake.

Who is submitting?

What is the asset?

What are we sizing?

What exists already?

Package queued.