DSCR Capital Partners — DSCR Loans, Rental Property Loans & More  |  📞 (818) 447-7035  |  NMLS #2591548
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Personal Financial Statement

Step 1: Personal Information

Provide your personal details as they appear on your government-issued ID. This is your individual financial statement — all information should reflect your personal finances, not business entities. No SSN or date of birth is required.

Borrower / Sponsor

Step 2: Personal Assets

List assets held in your personal name only. Investment real estate held in LLCs or trusts is captured in the separate Schedule of Real Estate Owned (SREO) — please submit both if you own investment property.

Liquid Assets

Assets that can be quickly converted to cash. Add multiple entries per category if you have accounts at different institutions.

Total Liquid Assets $0.00
Other Personal Assets

Non-liquid assets held personally. Include your primary residence value here.

Personal Residence
$
Total Other Assets $0.00
Total Personal Assets $0.00

Step 3: Personal Liabilities

List debts and obligations in your personal name. Business debts should go on your Debt Schedule. Real estate mortgages on investment properties go in your SREO and will be reflected here automatically.

Total Monthly Payments $0.00/mo
Total Liabilities $0.00

Step 4: Annual Income

Report your annual personal income below. Include W-2 wages, 1099 compensation, dividends, interest, and any other personal income you receive. Alimony, child support, or separate maintenance income need not be revealed if you do not wish to have it considered as a basis for repaying this obligation.

Do not include business revenue here. If you own a business or are self-employed, report your total company revenue (gross revenue, net income, etc.) on the next step — Business Ventures (Step 5). If you pay yourself a W-2 salary from a company you own, include that salary here under "Salary, Bonuses & Commission" below. Only personal salary, draws, or distributions you pay yourself belong on this step.
Total Annual Income $0.00

Step 5: Other Business Ventures

List operating businesses and private business interests you hold. Do NOT include LLCs that exist solely to hold investment real estate — those belong in your Schedule of Real Estate Owned (SREO).

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No business ventures added yet.

If you have ownership in any operating businesses, add them here.

Step 6: Declarations

Answer each question honestly. If you answer "Yes" to any question, provide details in the follow-up field that appears. If you are a partner or officer in another business venture, make sure you've added the details in the Business Ventures step (Step 5).

Liquid Assets
$0.00
Total Assets
$0.00
Total Liabilities
$0.00
Net Worth
$0.00

Personal Information

Personal Assets

Personal Liabilities

Annual Income

Business Ventures

Declarations

Acknowledgement & Agreement

By submitting this Personal Financial Statement, I represent that the information provided is accurate and complete to the best of my knowledge. I understand that this information will be used to evaluate my financial position. I acknowledge that any intentional misrepresentation could have serious consequences.