Loan Officer/Mortgage Broker

 
Yes No
Yes No

Borrower Info

Borrower Type/Entity Info

Additional Guarantors

HMDA - (Borrower)

Borrower Background

 

Borrower Experience

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Upload HUD
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Typical Transactions

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SBA Questions

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Assets (Include Borrower + Co-borrower amounts if any)

Type
Estimated Value ($)
Amount Owed ($)
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$
 
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$

Total:

$

$

Total Est. Value

- Total Amt Owed

= Total Net Worth

$

- $

= $

Gifts or Grants

Gifts Or Grants : 1

$

Borrower Employment Information

$

Additional Employment Information : 1

Borrower Monthly Income

$
$
$
$
$
$
$
$
$

$ 0.00

(Borrower)

Borrower Monthly Expenses

Monthly Payment

Bal Owed

$
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$

(Borrower)

Partnerships

Partnerships 1

$
%
$
$

Other New Mortgage Loans on the Property

Other New Mortgage Loans : 1

$
$
$

Loan Terms

$
%
%
%
$ 0
$
$
0
$
$
%
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%
$
Months
Months
Months
maxAmtToPutDownClass
$
commercialTdFieldsClass
transactionalTdFieldsClass
$
rehabConsClsClass LOCTotalLoanAmt_dispClass
doesPropertyNeedRehabDispDivCLass1 doesPropertyNeedRehabDispDivClass2
doesPropertyNeedRehabDispDivClass3
propertyNeedRehabinitialTddispClass payOffMortgage1_dispClass
$
propertyNeedRehabinitialTddispClass
$
CORTotalLoanAmt_disp
$

%

%

%

$

%

`

%

%

%

%

Subject Property Details

1) Subject Property Details

%
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%
Allocated LTV
%
Qualifying Allocated LTV
%
30-Yr AM DSCR
%
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$
%
%
%
$
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$
In Month

Rent Roll

Rent Roll 1

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$
$
$

Property Flood Certificates

Property Flood Certificates 1

Appraisers information

Appraiser 1

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$

HOA information

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$

VENDOR & EQUIPMENT INFORMATION

Pictures of Property

1st Lien Current Mortgage Scenario

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2nd Lien Current Mortgage Scenario

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Foreclosure / Default Info

 Yes  No  NA

Loan Workout Q & A

Yes No NA
Yes No NA
Yes No NA
Yes No NA
Yes No NA
Yes No NA
Yes No NA
Yes No NA
$
Yes No NA
$
Yes No NA
Yes No NA
$
Yes No NA
Yes No NA
Yes No NA
Yes No NA
Yes No NA
Yes No NA

Additional Questions

$
$

Title Info

Title Info : 1

Attorney Info

Attorney Info : 1

Escrow Info

Escrow Info : 1

General Contractor

 

Financial Advisor

Financial Advisor : 1

Accountant Info

Accountant : 1

Insurance Agent Info

Insurance Agent Info 1

Billing/Payment Information

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