Free Property Review
Send Lisa the Property Details
Planning to make an offer on a short-term rental or investment property? Send Lisa the property details so she can review the potential financing options and identify questions that may need to be addressed before you move forward.
This is a preliminary financing review. It is not a mortgage application, pre-approval, loan approval, property appraisal, or investment recommendation.
Already Ready to Move Forward?
Start the secure mortgage application
If you are ready to get pre-approved or begin financing a purchase or refinance, complete the secure mortgage application instead of a property review.
A short-term rental can look excellent on the listing and still create financing problems. Projected rental income, property type, insurance, appraisal requirements, reserves and lender guidelines can all affect whether the deal works. Lisa will review the basic information you provide and help you understand what should be addressed before moving forward.
What Lisa Will Review
Financing fit
Whether the property may be better suited for DSCR, conventional investment-property, second-home, jumbo or another available financing strategy.
Projected rental income
How projected short-term rental income may be reviewed by different lenders and programs.
Property concerns
Potential issues involving property type, appraisal, insurance, well, septic, HOA restrictions, acreage or market location.
Cash needed
Down payment, closing costs, reserves and other funds that may be needed for the transaction.
Questions before the offer
Important financing and underwriting questions to address before signing a contract.
Tell Lisa About the Property
Provide the listing link or property address, expected purchase price, projected rental income, planned down payment and your primary question. Lisa will use this information to begin reviewing the financing side of the property.
Do not include Social Security numbers, bank statements, tax returns, account numbers or other sensitive financial information.
Use the "Send Me the Property Details" button in the form to submit. This is a preliminary financing review, not a mortgage application. To officially apply, use the secure mortgage application above.
What Happens Next?
01
Submit the property details.
Share the basic property information using the form below.
02
Lisa reviews the information.
Lisa reviews the basic information and identifies the most important financing questions.
03
Lisa follows up with you.
Lisa contacts the investor to discuss the property, financing options and appropriate next steps.
The Free STR Deal Review is an initial educational review based on the information provided. It is not an appraisal, underwriting decision, loan approval, rental-income guarantee or investment recommendation.
A Better Financing Conversation Starts Before the Offer
The earlier the financing strategy is reviewed, the easier it is to identify potential problems, compare options and structure a stronger purchase.
What Is Your Next Step?
Pick the Path That Fits You
Want to Discuss Financing?
Talk with Lisa about your goals, the property, down payment, loan options and next steps.
Book a Strategy CallReady to Make an Offer?
Send Lisa the listing and proposed offer details so she can review the financing before you submit the offer.
A pre-approval letter requires a completed mortgage application and review of credit, income, assets and required documentation.
Send Lisa the Property DetailsReady to Apply for Financing?
Complete Lisa's secure mortgage application to begin the official pre-approval or loan process.
Start Mortgage ApplicationThis website provides general information about consumer and business-purpose mortgage financing. Some programs may be available only for investment or non-owner-occupied properties, while others may have personal occupancy requirements. Program availability, licensing, terms, documentation, and eligibility vary by lender, borrower, property type, occupancy, and state.
All mortgage financing is subject to credit review, income or asset verification when required, appraisal, title, insurance, lender guidelines, and final approval.
Lisa Stepp-Seritt, NMLS #680403
Mpire Financial, NMLS #2108504
Equal Housing Opportunity