Your Investment Purchase Path
Your next step
Buying or refinancing an investment property?
Choose your goal for a short checklist and a callback from our team.
Buying an investment property
A few things to have in mind
You don’t need every answer before we talk.
- The property and your plansProperty type, intended use, purchase timeline, and whether it’s rented or vacant.
- Rent and property costsAny lease or expected rent, plus taxes, insurance, HOA dues and ongoing expenses.
- Your cash and questionsWhat you plan to put toward the purchase, cash you want to keep available, and questions about financing.
Refinancing an investment property
Start with the property you own
These details can help shape the conversation.
- Your current financingA recent loan statement, approximate payoff, and any prepayment terms you want to review.
- Rent and property costsCurrent leases or rental plans, plus taxes, insurance, HOA dues and ongoing expenses.
- What you want to changeYour refinance goal, whether you’re considering cash out, and how long you expect to keep the property.
This is a conversation checklist, not an application. DSCR is one possible financing option; lender and program requirements vary. Choosing a path does not establish property use, qualification or approval.
Request an investor callback
When would you like us to call?
Choose a future day, preferred window and time zone. Our team will review your request. A preferred window isn’t a confirmed appointment.
No financial details or documents are needed in this form. Changing purpose resets an unfinished request.
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About this checklist
These are discussion prompts, not a lender’s document list. Examples of rental-income documentation appear in Fannie Mae’s rental-income guide; an example investor lender process appears at Visio Lending. Different programs follow different rules.
