New Investor Questionnaire

Completing the Form in multiple Sessions:

Scroll to the bottom and use the "Save as Draft" Option to the right of the blue "Submit" button at any point you want to stop - this allows you to complete the form in multiple sessions if that is needed.

This questionnaire is based on the State of California Department of Real Estate Investor Questionnaire (RE 870, Rev. 8/18) and is intended to assist brokers in determining an investor's suitability for trust deed and real property sales contract investments as required by the Business and Professions Code Section 10232.45. The California Department of Real Estate does not endorse or offer any opinions regarding the suitability of any proposed or existing real estate investments. A guide to trust deed investments entitled, "Trust Deed Investments - What You Should Know!!" (RE35) is available on the Department's website at www.dre.ca.gov under the Publications menu.

Immediately following the submission of this Investor Questionnaire, LoanEdge will review the information provided and (upon approval) send an invitation to complete the LoanEdge | Investor Acknowledgement Agreement.

Date *

Investor Information

If the investor is an entity, this questionnaire should be completed and signed on the entity's behalf by the natural person with the authority to invest the entity's funds.

Investor First and Last Name *

Co-Investor First and Last Name

Name of Entity

Type of OrganizationPlease Specify If Limited Liability Company, Partnership, Pension Plan, Retirement Plan, etc.

First and Last Name of Person completing Questionnaire *

Title

Email Address *

General Information

Investor Address

Street Address *

City *

State *

ZIP *

Co-Investor Address

Street Address

City

State

ZIP

Investor Phone *

Co-Investor Phone

Investor Birthdate *

Co-Investor Birthdate

Employment Information

Current Position Investor *

Current Position Co-Investor

Investor - Amount of time in Years *

Co-Investor - Amount of time in Years

Investor: Previous Positions or Professions *

Co-Investor: Previous Positions or Professions

Education Information

Investor: How many years total completed? *

Co-Investor: How many years total completed?

Investor: Graduation Year? *

Co-Investor: Graduation Year?

Investor: Degree or Diploma *

Co-Investor: Degree or Diploma

Investor: If "Other" is selected

Co-Investor: If "Other" is selected

Financial Situation

Estimated Annual Income *

Estimated Liquid Assets *Include Cash in Bank, readily marketable Stocks and Bonds

Source of Income and Cash Resources *

Liquidity Needs *Primary need is Liquidity or CashNeed some Liquidity for possible quick Access to CashNo Liquidity needed - Have other sources for CashPlease select one of the above

Investment Experience

Please report Investment Experience in Years

No Investment Experience

Mutual Funds

Real Estate

Stocks or Shares

Annuities

Bonds

Notes

Options

Investment Experience in NotesThese reference Notes secured by Trust Deeds or Real Property Sales Contracts

Other - please specify

Number of previous Investments in NotesThese reference Notes Secured by Trust Deeds or Real Property Sales Contracts

Other Investments currently held by the Investor

Other Considerations

Please Provide Other Business, Educational, or Financial Experiences, Financial Situations, Investment Considerations, Training (Including Continuing Education, Seminars, etc) or Professional Certifications and Licenses

Describe Here

Investor Objective

Please Provide The Objective Of Investor(s) For Purchasing Or Investing In Trust Deeds Or Real Estate Property Sales Contracts

Describe Objective Here *

I certify (or declare) with my signature below, that the information provided in this questionnaire is true and correct to the best of my knowledge. I am providing this information for the purpose of determining whether or not trust deed or real property sales contract investments are suitable for me. I understand that the broker may request an annual update of this information and that the broker may request additional information regarding my suitability as an investor for each specific transaction. I acknowledge that investments in notes secured by trust deeds and real property sales contracts are subject to the risk of loss of principal and monthly income.

Signature

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