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Lender Fit Survey

This 60-second Fit Survey helps us match you with opportunities that fit your goals. None of your answers are commitments—just a snapshot so we can serve you better.

First Name *

Last Name *

Email *

Phone *

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Are you an accredited investor? *

Accredited Status

Approximate liquid capital available in the next 12 months

Liquidity Bandwidth (USD)

When would you be ready to put capital to work? *

Capital Deployment Timeline

What is your typical check size per deal? *

Check Size Preference (USD)

What annual return on capital are you targeting? *

Annual % Yield Target

What type of security interest do you prefer? *

Collateral Preference

What types of deals interest you most?

Deal Type

How long do you typically like your capital deployed? *

Term Preference

Are there specific markets or regions you prefer to invest in? *

Geography Preference

Which path are you most interested in exploring right now? *

Path Preference

How do you prefer to hear from us? *

Communication Preference

Any notes we should know?

Notes

Thank you—your answers help us focus only on the relationships and opportunities that make sense for both of us. You’ll see next steps right after you submit.

Get the Be The Bank Workbook + 6 Module Course

Score your ROE in 90 seconds, learn the Lender Safety Framework,

and build a 12-month income ladder.

Lender Fit Survey

600+ doors owned/managed experience, distilled into simple steps

100+ private lenders helped structure safer, smarter notes

Weekly training

Education only!

NO hype! NO pressure!