Quick Submission
Loan Officer/Mortgage Broker
Are you a Mortgage Broker OR working WITH ONE?
Yes
No
Email Address
First Name
Last Name
Company Name
Phone Number
Are you a Loan Officer or working with one?
Yes
No
Email Address
First Name
Last Name
Company Name
Phone Number
What kind of program are you looking for?
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Buyers Program
SBA Loan product
SBA 7a
SBA 504
Micro Loan
SBA Express
CAP Line
Community Advantage
SBA Veterans Advantage
International Trade
Export Working Capital
Export Express
Payroll Protection Program
EIDL
Additional Desired Loan programs :
Buyers Program
Lead Source
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Other
Broker/Referring Party
Borrower Info
First Name
Middle Name
Last Name
Borrower Email
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Secondary Email
Home Phone
Cell Phone
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AllTel
ATT
Cingular
Cricket
H20
Metro PCS
Boost Mobile
Nextel
Sprint PCS
Straight Talk
T-Mobile
Tracfone
US Cellular
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Verizon
Preferred Communication
Phone
E-mail
Text
Web Portal
Is there a Co-borrower?
Alt. Phone #
Work Phone #
Address
Unit #
City
State
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Alabama
Alaska
Arizona
Arkansas
California
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Connecticut
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Virginia
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Zip Code
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Country
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United States
Afghanistan
Aland Islands
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the Congo
Cook Islands
Costa Rica
Cote D Ivoire
Croatia
Cuba
Curacao
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands (Malvinas)
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and Mcdonald Islands
Holy See (Vatican City State)
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran, Islamic Republic of
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic Peoples Republic of
Korea, Republic of
Kosovo
Kuwait
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Lao Peoples Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libyan Arab Jamahiriya
Liechtenstein
Lithuania
Luxembourg
Macao
Macedonia, the Former Yugoslav Republic of
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia, Federated States of
Moldova, Republic of
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestinian Territory, Occupied
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Reunion
Romania
Russian Federation
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Serbia and Montenegro
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Swaziland
Sweden
Switzerland
Syrian Arab Republic
Taiwan, Province of China
Tajikistan
Tanzania, United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
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Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
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United Kingdom
United States Minor Outlying Islands
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.s.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Length of time at the present property
Length Of Time At The Present Property Months
Rent or Own
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Own
Rent
Rent Per Month Current Address
Has the borrower resided at the present address for less than two years?
Yes
No
Previous Address
Previous Unit #
Previous City
Previous State
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Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Previous Zip Code
Previous Country
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United States
Afghanistan
Aland Islands
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the Congo
Cook Islands
Costa Rica
Cote D Ivoire
Croatia
Cuba
Curacao
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands (Malvinas)
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and Mcdonald Islands
Holy See (Vatican City State)
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran, Islamic Republic of
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic Peoples Republic of
Korea, Republic of
Kosovo
Kuwait
Kyrgyzstan
Lao Peoples Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libyan Arab Jamahiriya
Liechtenstein
Lithuania
Luxembourg
Macao
Macedonia, the Former Yugoslav Republic of
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia, Federated States of
Moldova, Republic of
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestinian Territory, Occupied
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Reunion
Romania
Russian Federation
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Serbia and Montenegro
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Swaziland
Sweden
Switzerland
Syrian Arab Republic
Taiwan, Province of China
Tajikistan
Tanzania, United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States Minor Outlying Islands
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.s.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Length of time at the previous property
Length Of Time At The Previous Property Months
Rent or Own
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Own
Rent
Rent Per Month Previous Address
Mailing Address
Mailing Address same as Current Address?
Mailing Address
Mailing Address Unit#
Mailing City
Mailing State
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Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Mailing Zip Code
Mailing Address Country
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United States
Afghanistan
Aland Islands
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the Congo
Cook Islands
Costa Rica
Cote D Ivoire
Croatia
Cuba
Curacao
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands (Malvinas)
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and Mcdonald Islands
Holy See (Vatican City State)
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran, Islamic Republic of
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic Peoples Republic of
Korea, Republic of
Kosovo
Kuwait
Kyrgyzstan
Lao Peoples Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libyan Arab Jamahiriya
Liechtenstein
Lithuania
Luxembourg
Macao
Macedonia, the Former Yugoslav Republic of
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia, Federated States of
Moldova, Republic of
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestinian Territory, Occupied
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Reunion
Romania
Russian Federation
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Serbia and Montenegro
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Swaziland
Sweden
Switzerland
Syrian Arab Republic
Taiwan, Province of China
Tajikistan
Tanzania, United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States Minor Outlying Islands
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.s.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
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Own
Rent
Alternate Names
Alternate Section
1
Alternate First Name
Alternate Middle Name
Alternate Last Name
Personal Info
Date Of Birth
Place Of Birth
Social Security Number
Driver License State
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Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Driver License Number
Marital Status?
Unmarried
Married
Separated
Date of Marriage
Date of Divorce (If applicable)
Maiden Name
Full name of Spouse if not on mortgage
Citizenship
U.S. Citizen
Perm Resident
Non-Perm Resident
Did you ever serve, OR are currently serving IN the United States Armed Forces?
Yes
No
Servicing member Info
Currently serving on active duty
Currently retired,discharged, or separated from service
Only period of service was as a non-activated member of the Reserve or National Guard
Surviving Spouse
Projected Expiration Date of Service/Tour
Ages Of Dependents
Number Of Dependents
Mid Fico Score
Equifax Score
Transunion Score
Experian Score
Credit Score Range
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720 +
680 - 719
620 - 679
600 - 619
580 - 599
580 or Below
Foreign National- No Score
Additional Guarantors
Are there any additional guarantors?
Yes
No
First Name
Middle Name
Last Name
Phone #
Cell
SSN
Date Of Birth
Marital Status?
-Select -
Single
Married
An Entity
Divorced
Widowed
Address
City
State
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Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Zip
Email
Credit Score
Citizenship
U.S. Citizen
Perm Resident
Non-Perm Resident
Guarantor Notes
General Guarantor Notes
Borrower Employment Information
Position or Title
Employment Type
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Self-Employed
1099
Salary W-2
Retired
Unemployed
Other
Start Date
Nature of Employers Business
I have ownership share of less than 25%
I have ownership share of 25% or more
Monthly Income/Loss $
$
How often are you paid?
Weekly
Monthly
Every 2 weeks
Twice a month
Employer Information
Employer Name
Years at job
Employer Address
Employer City
Employer State
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Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Employer Zip
Employer Country
United States
Afghanistan
Aland Islands
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the Congo
Cook Islands
Costa Rica
Cote D Ivoire
Croatia
Cuba
Curacao
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands (Malvinas)
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and Mcdonald Islands
Holy See (Vatican City State)
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran, Islamic Republic of
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic Peoples Republic of
Korea, Republic of
Kosovo
Kuwait
Kyrgyzstan
Lao Peoples Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libyan Arab Jamahiriya
Liechtenstein
Lithuania
Luxembourg
Macao
Macedonia, the Former Yugoslav Republic of
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia, Federated States of
Moldova, Republic of
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestinian Territory, Occupied
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Reunion
Romania
Russian Federation
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Serbia and Montenegro
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Swaziland
Sweden
Switzerland
Syrian Arab Republic
Taiwan, Province of China
Tajikistan
Tanzania, United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States Minor Outlying Islands
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Employed by a family member, property seller, real estate agent, or other party to the transaction?
Are you the business Owner or Self-Employed?
Please explain if employment history is less than 2 years
Employer Phone
May we contact you at work?
Years employed in this line of work / profession
Additional Employment Information
Additional Employment Information :
1
Is this job an additional or previous Job?
Additional
Previous
Name
Address of Employer
Employer City
Employer State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Employer Zip
Employer Country
United States
Afghanistan
Aland Islands
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the Congo
Cook Islands
Costa Rica
Cote D Ivoire
Croatia
Cuba
Curacao
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands (Malvinas)
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and Mcdonald Islands
Holy See (Vatican City State)
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran, Islamic Republic of
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic Peoples Republic of
Korea, Republic of
Kosovo
Kuwait
Kyrgyzstan
Lao Peoples Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libyan Arab Jamahiriya
Liechtenstein
Lithuania
Luxembourg
Macao
Macedonia, the Former Yugoslav Republic of
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia, Federated States of
Moldova, Republic of
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestinian Territory, Occupied
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Reunion
Romania
Russian Federation
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Serbia and Montenegro
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Swaziland
Sweden
Switzerland
Syrian Arab Republic
Taiwan, Province of China
Tajikistan
Tanzania, United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States Minor Outlying Islands
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.s.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Employment Type
- Select -
Self-Employed
1099
Salary W-2
Retired
Unemployed
Other
I have ownership share of less than 25%
I have ownership share of 25% or more
Monthly Income/Loss $
Employed From
Employed To
Yrs employed in this line of work / profession
Employed by a family member, property seller, real estate agent, or other party to the transaction?
Are you the business Owner or Self-Employed?
Monthly Income
Overtime
Commission/Bonus
Military Entitlements
Other
Income from other sources
Alimony
Child Support
Interest and Dividends
Notes Receivable
Royalty Payments
Unemployment
Automobile Allowance
Disability
Mortgage Credit Certificate
Public Assistance
Separate Maintenance
Benefits
Boarder Income
Foster Care
Mortgage Differential
Retirement
Social Security
VA Compensation
Capital Gains
House or Parsonage
Payments
Trust
Other
Total Monthly Income from Other Sources
Position / Title / Type of Business
Employer Phone
Co-borrower Employment Information
Position or Title
Employment Type
- Select -
Self-Employed
1099
Salary W-2
Retired
Unemployed
Other
Start Date
Nature of Employers Business
I have ownership share of less than 25%
I have ownership share of 25% or more
Monthly Income/Loss $
$
How often are you paid?
Weekly
Monthly
Every 2 weeks
Twice a month
Employer Information
Employer Name
Years at job
Employer Address
Employer City
Employer State
Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Employer Zip
Employer Phone
May we contact you at work?
Years employed in this line of work / profession
Additional Employment Information
Additional Employment Information :
1
Name
Address of Employer
Employment Type
- Select -
Self-Employed
1099
Salary W-2
Retired
Unemployed
Other
I have ownership share of less than 25%
I have ownership share of 25% or more
Monthly Income/Loss $
Employed From
Employed To
Are you the business Owner or Self-Employed?
Monthly Income
Position / Title / Type of Business
Employer Phone
Borrower Monthly Income
Base Employment Income
$
Commission/Bonus
$
Military Entitlements
$
Overtime
$
Net Rental
$
Dividends / Interest
$
Capital Gains / (Losses)
$
Partnership / Subchapter S Income
$
Other
$
Other Income Description
Total Income
$
0.00
(Borrower)
Schedule of Real Estate Owned and Sold
Schedule of Real Estate Info :
Property Address
Property Unit#
Property City
Property State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Property Zip
Property Country
United States
Afghanistan
Aland Islands
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the Congo
Cook Islands
Costa Rica
Cote D Ivoire
Croatia
Cuba
Curacao
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands (Malvinas)
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and Mcdonald Islands
Holy See (Vatican City State)
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran, Islamic Republic of
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic Peoples Republic of
Korea, Republic of
Kosovo
Kuwait
Kyrgyzstan
Lao Peoples Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libyan Arab Jamahiriya
Liechtenstein
Lithuania
Luxembourg
Macao
Macedonia, the Former Yugoslav Republic of
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia, Federated States of
Moldova, Republic of
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestinian Territory, Occupied
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Reunion
Romania
Russian Federation
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Serbia and Montenegro
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Swaziland
Sweden
Switzerland
Syrian Arab Republic
Taiwan, Province of China
Tajikistan
Tanzania, United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States Minor Outlying Islands
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.s.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Status
Sold
Pending Sale
Rental
Retained
Ownership %
%
Type Of Property
---Residential---
Single Family Home
Condo
Condo Low Rise
Condo High Rise
Loft
TownHouse
SRO
Manufactured
Duplex
3 Units
4 Units
2-4 Units
Lot/Land
Residential Portfolio
AirBnB
---Commercial---
Affordable Housing
Apartment Complex
Assisted Living Facility
Auto Repair
Bed & Breakfast
Bio-Energy
Boathouse
Car Wash
Church
Co-Op
Commercial Lot/Land
Condotel
Construction
Daycare
Developed Land
Equipment
Fractured Co-op
Fractured Condo
Funeral Homes
Garage/Storage
Gas Stations
Hospital
Hotel
Industrial
Infrastructure
Laundromat
Light Industrial
Medical Cannabis
Mixed Use
Motel
Multi-Family-5+
Mobile Home Park
Medical Office
New Residential Development
Owner Occupied Business
Office Building
Public Safety
PUD
Recreational Properties
Renewable Energy
Resorts
Restaurant/Bar
Retail
Self-Storage
Solar
Special Purpose Properties
Strip Mall
Student Housing
Tavern
Underlying Co-op
Warehouse
Wastewater Treatment
Water Treatment
Other
Investment Type
Rental
Flip
Present Market Value
Balance of Mortgages & Liens
Gross Rental Income
Mortgage Payments
Insurance, Taxes, HOA (If Not Included in Payment)
Net Rental Income
Titled Under
Date Purchased
Purchase Price
Value of Improvements Made
Intended Occupancy
Primary
Second Home
Investment
Other
Sale Date
Sale Price
$
Are there any mortgages or liens?
Yes
No
Creditor Name
Account Number
Loan Status
Current
Delinquent
Pending Short Sale
In Foreclosure
Monthly Payment
Interest Rate
%
Unpaid Balance
Type
FHA
VA
Conventional
USDA
Other
Credit Limit
To be Paid off at or before closing
Maturity Date
Is their another mortgage or lien?
Yes
No
Creditor Name
Account Number
Loan Status
Current
Delinquent
Pending Short Sale
In Foreclosure
Monthly Payment
Interest Rate
%
Unpaid Balance
Type
FHA
VA
Conventional
USDA
Other
Credit Limit
To be Paid off at or before closing
Maturity Date
Financial Accounts & Securities
Total Verified Assets
$
Financial Accounts & Securities : 1
Account Type
Bridge Loan Proceeds
Bonds
Cash Value Of Insurance
Certificate Of Deposit
Checking
CD
Individual Development
Mutual Fund
Non-Marketable Securities
Retirement
Savings
Stock Options
Trust Account
Earnest Money
Employer Assistance
Lot Equity
Proceeds From Real Estate Property To Be Sold On Or Before Closing
Proceeds From Sale Of Non-Real Estate Asset
Relocation Funds
Rent Credit
Secured Borrowed Funds
Sweat Equity
Trade Equity
Unsecured Borrowed Funds
Other
Name of Institution
No. of shares/Face Value if Bond
Name of security
Cost
Market Value Quote/Exchange
Date of Quote/Exchange
Type of Policy
Face Amount
Amount Borrowed
Beneficiaries
Account Titled As
Account Number
Balance/Value
$
Owners
Description
Statement Date
Pledged (Held AS Collateral)
Yes
No
Add Financial Accounts & Securities
Liabilities
Alimony Payments
$
Child Support Payments
$
Separate Maintenance Payments
$
Job Related Expense (Child Care, union Dues, Etc).
$
Other Payments
$
Owed To
Other Liabilities and Expenses
Other Liabilities and Expenses : 1
Account Type
- Select -
Revolving
Installment
Open 30-Day
Lease
Other
Name & Address of Company
Monthly Payment
Unpaid Balance
Paid off at or before closing?
Account No
Add Other Liabilities and Expenses
Loan Terms
Transaction Type
- Select -
Cash-Out / Refinance
Commercial Cash Out Refinance
Commercial Purchase
Commercial Rate / Term Refinance
Delayed Purchase
Line of Credit
New Construction - Existing Land
Purchase
Rate & Term Refinance
Refinance
Transactional
Total Loan Amount
Subject Property Details
1) Subject Property Details
Is this the main subject property?
Property Location
Subject Address
Subject Unit#
Subject City
Subject State
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Subject Zip Code
Subject Country
- Select -
United States
Afghanistan
Aland Islands
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the Congo
Cook Islands
Costa Rica
Cote D Ivoire
Croatia
Cuba
Curacao
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands (Malvinas)
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and Mcdonald Islands
Holy See (Vatican City State)
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran, Islamic Republic of
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic Peoples Republic of
Korea, Republic of
Kosovo
Kuwait
Kyrgyzstan
Lao Peoples Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libyan Arab Jamahiriya
Liechtenstein
Lithuania
Luxembourg
Macao
Macedonia, the Former Yugoslav Republic of
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia, Federated States of
Moldova, Republic of
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestinian Territory, Occupied
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Reunion
Romania
Russian Federation
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Serbia and Montenegro
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Swaziland
Sweden
Switzerland
Syrian Arab Republic
Taiwan, Province of China
Tajikistan
Tanzania, United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States Minor Outlying Islands
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.s.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
County
- Select -
Location
Urban
Rural
Suburban
Municipality
Parcel No
Legal Description
District
Section
Block
Lot
MSA
Property Characteristics
Subject Property Type
---Residential---
Single Family Home
Condo
Condo Low Rise
Condo High Rise
Loft
TownHouse
SRO
Manufactured
Duplex
3 Units
4 Units
2-4 Units
Lot/Land
Residential Portfolio
AirBnB
---Commercial---
Affordable Housing
Apartment Complex
Assisted Living Facility
Auto Repair
Bed & Breakfast
Bio-Energy
Boathouse
Car Wash
Church
Co-Op
Commercial Lot/Land
Condotel
Construction
Daycare
Developed Land
Equipment
Fractured Co-op
Fractured Condo
Funeral Homes
Garage/Storage
Gas Stations
Hospital
Hotel
Industrial
Infrastructure
Laundromat
Light Industrial
Medical Cannabis
Mixed Use
Motel
Multi-Family-5+
Mobile Home Park
Medical Office
New Residential Development
Owner Occupied Business
Office Building
Public Safety
PUD
Recreational Properties
Renewable Energy
Resorts
Restaurant/Bar
Retail
Self-Storage
Solar
Special Purpose Properties
Strip Mall
Student Housing
Tavern
Underlying Co-op
Warehouse
Wastewater Treatment
Water Treatment
Other
Condo Eligibility
Warrantable
Non Warrantable
Total Sq. Ft
Lot Size
Year Built
Features
Adj. Sq Ft
Waterfront
Construction Type
- Select -
Brick
Wood Frame
Timber Frame
Wood Panel
Steel Stud
Concrete Block/ICF
Modular/Pre-Fab
Manufactured
Construction Method
-Select-
Site-Built
Manufactured
Modular
Year Purchased:
Value Added View
Yes
No
Type of View
Mountain
Ocean
River
Lake
City
Golf
Other
Type Of Frontage
None
Ocean
River
Lake
Golf
Intercoastal
Other
Other
No of rooms
Bedrooms
Bathrooms
# Half Baths
Basement
Basement finished?
Garage
Rentable Sq. Ft.
# of Parking
# of buildings
Property Pool Indicator
Yes
No
Future Property Type
Single Family Home
2-4 Units
Detached Townhouse
Future Bedrooms
Future Bathrooms
Future # Half Baths
Is This Mid-Construction
Yes
No
What percentage of construction is complete?
%
Stabilized Rate
# of units
Future # of Units
Property Value
$
# of parcels
Owner Occupancy %
Current Commercial Tenant Occupancy Rate %
Anchor Tenant Y/N?
Yes
No
Anchor Tenant Name
What % is CRE
What % is resi
Property Class
Class A
Class B
Class C
# of Stories
Lease Type
Gross
Net
Mixed
Triple Net
Double Net
Modified Gross
Lease Validation
Appraisal Rents
Actual Leases
Market Rents
Other
Other
How Is The Property Currently Leased?
--select---
Long-Term Rental
Short-Term Rental
Month-to-Month
TBD
Is This a Planned Unit Development
Yes
No
PUD Name
Market Rents
$
Property Analysis
Allocated Loan Amount
$
Annual Hazard Insurance
$
Annual Flood Insurance
$
Total Hazard + Flood Insurance
$
Annual Property Tax
$
Property Tax Source
Property Tax Estimator
Tax Cert/Roll
Title Report
County Tax Assessor
Annual HOA Fees
$
Annual Total Expenses
$
Purchase Price
$
Total Existing Lien Payoffs
$
Gross Operating Income
$
Net Operating Income
$
30-Year Amortization Payment
$
Interest-only Payment
$
PITIA
$
ITIA
$
Value Used For Metrics(Purchase or AIV)
Purchase Price
AIV
Allocated LTP (Loan-To-Purchase)
%
Allocated LTV
%
Qualifying Allocated LTV
%
30-Yr AM DSCR
%
Property Details
Estimated Property Value
$
After Repair Value
$
Is Subject Property Listed for Sale?
Yes
No
Property List Price
$
Property List Date
Is construction or rehab complete?
Yes
No
Cost Spent?
$
Pay Off Lien Release
$
Purchase Price
$
Property LTV
%
Loan to purchase Price
%
Loan-To-After-Repair Value (LTARV)
%
Acquisition Date
Zillow value
$
Get Zillow Value
Price Per Door
$
URL link 1 to Property
URL link 2 to Property
Subject Present Occupancy
- Select -
Vacant
Rented
Tenant Occupied
Deliquent Renter
Deliquent Owner
Owner Occupied
FHA Secondary Residence
Seller Occupied
Occupancy Notes
Subject Property Condition
- Select -
Excellent
Good
Fair
Poor
Uninhabitable
Condition Notes
Year Renovated?
- Select -
Owner Occupied
Owner Occupied/Vacant
2nd Home
Non-Owner with Tenant
Non-Owner/Vacant
Tax year
Annual Property Taxes
$
Property Tax Due Date
Past Due Property Taxes: $
$
Lien Release/Payoff Amt
$
MLS Number
Annual Insurance Premiums
$
How long will it take for rehab to complete?
In Month
Property Access
Who to contact for property access? Name
Email
Lock Box Info
Phone:
Can we obtain interior access?
Yes
No
Relationship
Property Manager
Tenant
Real Estate Agent
Seller
Borrower
Other
Relationship
Rent Roll
Rent Roll
1
Tenant Name
Unit Type
Residential
Commercial
Unit #
Sq Ft
Bedroom
Bath
Half Baths
Lease Start Date
Lease End Date
Date of Last Rent Increase
Lease Payment Frequency
Annual
Month-To-Month
Short-Term Rental
Other
Lease Extension End Date
Move in Date
Preliminary Estimated Rents
$
Preliminary Rent Source
Actual Rents
Borrower Estimated Rents
Market Rents
Market Rents
$
120% Market Rents
$
Market Rent Source
RentRange
HouseCanary
RentCast
1007
Actual Rents
$
Lease Validation
Actual Rents
Market Rents
120% Market Rents
Monthly Rent
$
Subsidized
Yes
No
Vacant
Yes
No
Section 8
Yes
No
Comments
File Upload
Add New Rent Roll Entry
Property Flood Certificates
Property Flood Certificates
1
Is Building in a Special Hazard Zone
Yes
No
Flood Zone
X
D
C
B
A
AE
A1-30
AH
AO
AR
A99
V
VE
V1-30
Flood Certificate Company
Date of Determination
NFIP Map Number or Community Panel Number
NFIP Map Panel Effective/Revised Date
Flood Certificate Number
Notes
NFIP Non-Participating
Add New Property Flood Certificates Entry
Appraisers information
Appraiser
1
Appraiser First Name
Appraiser Last Name
Email
*
Appraiser Company
Phone
As Is Value
$
Rehabbed Value
$
Monthly Rent
$
Job Types
As Is
As Complete
As Complete / Stabilized
Insurable Value
Other
Date Obtained
Requested Return Date
Rush Order
Yes
No
N/A
Order Date
Comments
Upload Appraisal
Appraisal Effective Date
Primary Appraisal ECOA Delivery Date
Appraisal Inspection Date
Expected Delivery Date
Expected Delivery Delay #
Supplemental Product Form Type 1
Select
1007 Rent Schedule
1004D Completion
1004D Update
Exterior Only Disaster - PCR
Interior & Exterior Disaster - PCR
Effective Date 1
Supplemental Product ECOA Delivery Date 1
Supplemental Product Form Type 2
Select
1007 Rent Schedule
1004D Completion
1004D Update
Exterior Only Disaster - PCR
Interior & Exterior Disaster - PCR
Effective Date 2
Supplemental Product ECOA Delivery Date 2
Supplemental Product Form Type 3
Select
1007 Rent Schedule
1004D Completion
1004D Update
Exterior Only Disaster - PCR
Interior & Exterior Disaster - PCR
Effective Date 3
Supplemental Product ECOA Delivery Date 3
Add New Appraiser Entry
HOA information
is there a HOA?
Yes
No
Are HOA fees paid current?
Yes
No
Monthly HOA Fees
$
Delinquency Total?
$
Contact Name
Email
HOA Company Name
Address
City
State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
ZipCode
Contact Phone #
Fax #
Does HOA Allow Rentals
Yes
No
Is AirBnb Allowed
Yes
No
HOA applies to all properties
Yes
No
Is Community 55+?
Yes
No
Notes
Is there a Master/Secondary HOA/COA?
Yes
No
Amount
$
Contact Name
Email
HOA Company Name
Address
City
State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Zip Code
Notes
Other New Mortgage Loans on the Property
Other New Mortgage Loans : 1
Creditor Name
Lien Type
First Lien
Second Lien
Monthly Payment
$
Loan Amount/ Amount to be Drawn
$
Credit Limit
$
Add Other New Mortgage Loans
Subject Property Cash Flow (Annualized)
Income Info
Residential Gross Potential Income
$
Residential Gross Potential Income Residential Calculate from Rent Roll?
Vacancy
$
Residential Vacancy Rate
%
Commercial Gross Potential Income
$
Commercial Gross Potential Income Commercial Calculate from Rent Roll?
Commercial Vacancy
$
Commercial Vacancy Rate
%
Other Income (Laundry,Parking,Other)
$
Other Income Vacancy
$
Other Income Vacancy Rate
%
Tenant Contributions
$
Tenant Contributions Vacancy
$
Tenant Contributions Vacancy Rate
%
Effective Gross Income
$
Expense Info
Annual Property Tax
$
Annual Insurance Policy Premium
$
HOA Fees
$
Operating Expenses
$
Water / Sewer
$
Electricity
$
Gas
$
Repairs/Maintenance
$
Legal
$
Payroll
$
Misc.
$
Common Area Utilities
$
Elevator Maintenance
$
Replacement Reserves
$
Other
$
Tenant Reimbursements
$
Management Expense
$
%
Net Operating Income
$
Cap Rate
%
Reserves
$
0.00
Reserve Factor
$
Rentable Sq. Feet
Per Unit
Debt Service Ratio
0.00
Cash Available To Service Debt
$
0.00
Debt Service Ratio - PITIA
0.00
Gross Annual Rent of Largest Tenant
$
Gifts or Grants
Gifts Or Grants : 1
Asset Type
Cash Gift
Gift
Gift of Equity
Grant
Deposited/Not Deposited
Yes
No
NA
Source
Community Nonprofit
Federal Agency
Relative
State Agency
Lender
Employer
Local Agency
Religious Nonprofit
Unmarried Partner
Other
Cash Or Market Value
$
Add Gifts Or Grants Info
Additional Questions
Is there an accepted purchase agreement?
Yes
No
Purchase Agreement Expiration date
Loan Guarantee
-- Select One --
Recourse
Non-Recourse
Success Fee Payment
50%
100%
Is there a wholesale fee involved with this purchase?
Yes
No
How much is the wholesale fee?
$
Loan/Exit Plan
Fix & Flip
Fix & Hold
Wholesale/Re-sale
Refi
Long Term Rental
Short Term Rental
AirBnb
Build and Sell
Other
Loan/Exit Plan Explanation
What is the projected rental income per month?
$
Expected timeline to exit
Is the property subject to any additional liens, encumbrances, or restrictions (i.e. Property Assessed Clean Energy Program aka PACE)?
Yes
No
Please explain
Is the subject property(ies) currently under construction?
Yes
No
Are you adding square footage?
Yes
No
How many additional square feet are you adding?
Improvements to be Completed
Renovation Timeframe (months)
Will there be a 2nd lien or borrowed money for down payment?
Yes
No
Secondary Financing Amount
$
(If Yes, Provide explanation.)
Do you have invoices to factor?
Yes
No
Amount
$
Do you have a current loan/advance balance?
Yes
No
Balance
$
Held With
Does the borrower intend to occupy the property as their primary residence?
Yes
No
Have you had ownership interest in another property in the last 3 years?
Yes
No
What type of property did you own?
-- Select One --
Primary Residence
FHA Secondary Residence
Second Home
Investment Property
How did you hold title to the property
-- Select One --
Jointly with Spouse
Jointly with Another Person
Yourself
Are you borrowing any money for this real estate transaction or obtaining any money from a nother party, such as the seller or realtor, that you have not disclosed on this loan application?
Yes
No
If Yes, what is the amount of this money?
$
Purpose(s) of loan
-- Select One --
Working Capital
Start a Business
Accquire a Business
Purchase Inventory
Purchase Machinery or Equipment
Make Building Improvements
Building Acquisition
Refinance Existing Debt
Vacant Lot/Ground-Up Construction
Tear Down and Rebuild
Mid-Construction Refinance
Other
Please Explain
Desired Funding Amount
$
Assumability
Yes - See Terms & Conditions
No
Security Instrument
-- Select One --
Deed of Trust
Mortgage
Security Deed
Do you own the land?
Yes
No
Estate will be held in
-- Select One --
Fee Simple
Fee Simple Absolute
Fee Simple Defeasible
Leasehold
Life Estate
Tenancy in Severalty
Tenancy in Common
Joint Tenancy
Tenancy by Entirety
Will borrower personally guarantee this loan?
Yes
No
Is this Loan subject to a Balloon Payment?
Yes
No
Use Of Funds
Does the co-borrower intend to occupy the property as their primary residence?
Yes
No
Is there a prepayment penalty for paying in excess of 20% of the original or unpaid loan balance?
Yes
No
Is this loan based on limited or no Documentation of your Income and/or Assets?
Yes
No
Will this loan be made wholly or in part from broker controlled funds as defined in section 10241(J) of the Business and Professions code?
May
Will
Will Not
Do you have a family relationship or business affiliation with the seller of the property?
Yes
No
Have you or will you be applying for a mortgage loan on another property (not the property securing this loan) on or before closing this transaction that is not disclosed on this loan application?
Yes
No
Have you or will you be applying for any new credit (e.g. installment loan,credit card, etc) on or before closing this loan that is not disclosed on this application?
Yes
No
Are there any known hazards or safety issues (mold, foundation, structural, etc.)?
Yes
No
Are professional reports available outlining the issues and remediation?
Yes
No
Is this transaction subject to short sale approval by an existing lender?
Yes
No
Display Notes
Use of Proceeds
Any significant changes in the next 12 months?
Yes
No
Please Describe
Borrower Background
Are you a U.S. Citizen?
Yes
No
Origin
Visa Status
Has the borrower been declared bankrupt within the past 7 years?
Yes
No
Status of Personal Bankruptcy
Still Active
Within 1 month
1-3 months
3-6 months
6-12 months
1 year
2 years
3 years
4 years
5 years
7+ years
If Yes, identify the types of bankruptcy
Chapter 7
Chapter 11
Chapter 12
Chapter 13
Please provide filing date, current status, properties included, etc...
Are there any outstanding judgments against the borrowers?
Yes
No
(If Yes, Provide explanation below.)
Do you have any active lawsuits against you?
Yes
No
(If Yes, Provide explanation below.)
Have you had or currently have any property tax liens?
Yes
No
(If Yes, Provide explanation below.)
Has the borrower directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgement?
Yes
No
Status of Foreclosure
Still Active
Within 1 month
1-3 months
3-6 months
6-12 months
1 year
2 years
3 years
4 years
5 years
7+ years
(If Yes, Provide explanation below.)
Is the borrower presently delinquent or in any default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee
Yes
No
(If Yes, Provide explanation below.)
Have you ever been convicted of a felony or other fraud related crimes?
Yes
No
(If Yes, Provide explanation below.)
Are you in a Civil Union or a Domestic Partnership, or do you have a non-borrowing spouse, or are you a party to a Designated Beneficiary Agreement?
Yes
No
(If Yes, Provide explanation below.)
Within the past 7 years, have you completed a pre-foreclosure sale, whereby the property was sold to a third party and the Lender agreed to accept less than the outstanding mortgage balance due?
Yes
No
Have you had property foreclosed upon in the last 7 years?
Yes
No
Have you previously had a short sale?
Yes
No
When was the short sale?
Please explain the circumstances of the short sale
Background Explanation
Income tax returns filed through
Are any returns currently being audited or contested?
Yes
No
what years (s)
Have you drawn a will?
Yes
No
Please furnish the name of the executor(s) and year will was drawn
Have you ever had a financial plan prepared for you?
Yes
No
Is there a line of credit or unused credit facility at any other institution(s)?
Yes
No
Please indicate where, how much, and name of banker
Do you anticipate any substantial inheritances?
Yes
No
Please Explain
Terms And Conditions
By submitting this application, you acknowledge that everything is true and correct to the best of your knowledge. If Pre-approved, you authorize us to pull your credit report. Certain fees, like an appraisal fee may not be refundable in the event your loan does not close with us.
Terms And Conditions
By checking this box I agree to the terms and conditions.
*
Signature
Name of person Signing:
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