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Executive Private Investment Funding Co., LLC

EPI Fund Buys Mortgage Backed Paper Secured by Real Estate

EPI Fund is a cash buyer of notes (paper) evidenced by Deeds of Trust or Mortgages secured by real estate anywhere in the United States. The notes may be in 1st or 2nd position against the securing property and may also be in the form of a Wrap, Agreement for Sale, or Land Contract (depending on the State of origin). EPI Fund can acquire individual notes or can acquire a bulk note package from any holder, whether privately held or institutionally held.

Upon receiving your completed data form submittal, EPI Fund will provide you… the holder and seller of the note… a written proposal to purchase your full note, or, should you desire an alternative option, a portion thereof. An offer shall be tendered to you within 1-3 business days. Once EPI Fund has entered into a final purchase and sale agreement for your note, closing will be set for approximately three weeks hence, subject to final due diligence during the escrow period by EPI Fund.

Please complete in full all of the data fields below for any realty backed note that you would like to sell. If you have more than one note to sell, please complete the form below than click NEXT at the bottom of the page: your note information will be sent to EPI Fund, the below fields will be reset, and you will be able to send EPI Fund information on the next note. Thank you.

Type of property that secures your Note:

This questionnaire is for realty notes secured by Single Family Residential Property up to a Four Unit Apartment Building evidenced by either a Deed of Trust or Mortgage recorded against such property. If the securing property is a commercial property (e.g., Retail, Office, Industrial, Apartments, or Land), please select type "Commercial" above to be taken to the Commercial Property questionnaire. Thank you.

Note Asset Questionnaire: Contact Information

Your Name / Beneficiary (Entity):		Contact Full Name:
Beneficiary Contact Address:		City, State, Zip
Home Phone #		Cell #
Work #		Fax #
Email:		Account #

Name of Note Payor (Entity):		Contact Full Name:
Note Payor Contact Address:		City, State, Zip
Home Phone #		Cell #
Work #		Fax #
Email:		SS# or TIN:
Payor's FICO:

Note Asset Questionnaire: Securing Property Information

Full Address of Securing Property:
City, State, Zip
Type of Property:
Number of Bedrooms:
Number of Bathrooms:
SqFt:
Year Built:
Type of Construction:
Lot Size:
Parking:
Water Service:
Sewer Service:
Power Service:
Property Access:
Owner/Occ:
Date of Note Origination:
Original Note Principal:
BPO of Property at Note Origination:
Current Note Principal:
Do you have a copy of the Property Appraisal at the time of Note Origination:
Method of Appraisal:
Type of Note:
Note Interest Rate:
Payment Amount:
Frequency of Payment:
Balloon Date of Note:
Amount of Ballon Due on Balloon Date:
Type of Mtg Instrument:
Amort Type:
No. of Payments Made on Note Since its Origination:
No. of Payments Remaining on Note:
Is Note Current:	Yes No
Date of Last Payment Received on Note:
Next Payment Due Date:
If Note is more than 6 months old, what will the securing property appraise for today:
Define the Payment History of the Note Maker (Payor):
If your note resulted from a sale and is a seller carry note:
Sales Date:
Property Sales Price:
Cash down paid by Payor:
If your note is integrated as part of a WRAP AROUND financing instrument:
Define the Original Principal Balance of the Wrap Around Note:
Define the Total Monthly Payment due on the Wrap Around Note:
1st Mortgage Balance:
Interest Rate:
1st Mortgage Payment:
2nd Mortgage Balance:
Interest Rate:
2nd Mortgage Payment:

Is your Note professional serviced by an independent servicing agent:	Yes No
If yes please answer the following questions:
Name of Servicing Agent:
Phone # of Servicing Agent:
E-mail Address of Servicing Agent:
Account # by Servicing Agent:
Servicing Contact Person:
Do you authorize Servicing Agent to send EPI Fund a payment history:	Yes No
Address of Servicing Agent:
City, State, Zip

Do you have electronic pictures of the securing property:	Yes No
(If yes please e mail as many as you would like to admin@epifund.com . Please include your name and a brief description of the securing property of your note. Thank you.)

General Comments:
Reason for Selling:
Is there Title Insurance on the Note?:	Yes No
Is there Homeowners Insurance on the Propety?:
Is property Owner-Occupied at this time?:	Yes No
Is property presently a Rental?:	Yes No
If property is a Rental, what is monthly rent rate?:
Are there any Environmental Issues with the property?:	Yes No
If yes, please define:
Asking Price for Note:

Select the [Submit] button if this is your only Note information that you intend on submitting to EPI Fund. Select the [Next] button to submit the above Note data and enter data on another Note you would like to liquidate.

Thank you for your data submittal. You will receive a follow up response from EPI Fund via email w/in 24 hours (not including weekends or holidays).


Equity Calculator:
Market Value of Property:
1st Mtg. Payoff:
2nd Mtg. Payoff:
Back Taxes:
Funding Requested:

Calculated Gross Equity:
As % of Market Value:


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