1. Goal (pick one)
- Buy investment property.
- Buy primary or second home.
- Refinance existing loan.
- Cash-out for new investment.
- Commercial / multifamily acquisition.
Before our call · 1-page prep
Strategy Call Prep Sheet
Bring this to our 30-minute call. Two minutes of preparation makes the conversation twice as valuable — and gets you a real plan instead of a generic answer.
2. Timeline
- Target close date.
- Already under contract? Yes / No.
- Pre-approved by another lender? Yes / No.
3. Property (if known)
- City and state.
- Estimated purchase price.
- Property type: SFR / 2-4 unit / condo / multifamily / mixed-use.
- Intended use: long-term rental / short-term rental / primary / second home.
4. Capital position
- Cash available for down payment + closing.
- Source of funds: savings / sale proceeds / gift / 1031 / cash-out.
- Liquid reserves remaining after closing.
5. Income & credit
- Employment type: W-2 / self-employed / retired / foreign income.
- Approximate annual income.
- Estimated FICO range.
- Tax returns filed for last 2 years? Yes / No.
6. The one question you want answered
Write down the single most important question you want answered on this call. We will start with that — not with my agenda.
Ready to put this into action?
Book a free 30-minute strategy call. We'll walk through your file, identify the right program, and define a realistic timeline.
Before our call
Strategy Call Prep Sheet
A 1-page prep sheet to make our 30-minute call as efficient as possible.
Get the prep sheetDelivered via WhatsApp within minutes.
Or talk to Nayeli directly
Response within 24 business hours · Bilingual EN · ES