Loan Submission Form
Account Executive
*
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Brooke Balla
Ken Walker
Moodi
Saul Pages
No AE Yet
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Desired Loan Program
*
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Reverse Mortgage (HECM)
ITIN
Full Doc (2 Years)
Personal Bank Statements
Business Bank Statements
DSCR
Foreign National
Jumbo
1099
Asset Depletion
1 Year Tax Returns
PnL Only
2nd Mortgage
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Submission Date
*
Estimated Closing Date
*
Broker Information
Broker Company Name
*
Broker First Name
*
Broker Last Name
*
Broker Phone Number
*
Broker Email Address
*
Borrower Information
Borrower First Name
*
Borrower Last Name
*
Borrower Citizenship/Status
*
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US Citizen
Perm Resident
Non-Perm Resident
Foreign National
ITIN
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Borrower Phone Number
*
Borrower Email Address
*
Borrower Credit Score
*
Co-Borrower
*
Yes
No
Co-Borrower First Name
*
Co-Borrower Last Name
*
Co-Borrower Citizenship/Status
*
Please Select
US Citizen
Perm Resident
Non-Perm Resident
Foreign National
ITIN
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Co-Borrower Phone
*
Co-Borrower Credit Score
*
Co-Borrower Email Address
*
Property Information
Street Address
*
City
*
State
*
Postal / Zip Code
*
Property Type
*
SFR
Low-Rise Condo (Warrantable)
High-Rise Condo (Warrantable)
Condotel
Non-Warrantable Condo
2-4 Units
5-10 Units
PUD - Attached/Detached
Loan Purpose
*
Purchase
Refinance
Refi Cash-Out
Purchase Price
*
$
Existing Loan Payoff Amount
*
$
Estimated Home Value
*
$
Escrows (Taxes & Insurance)
*
Yes
No
Mortgage Information
Compensation Type
Borrower Paid
Compensation Amount
*
Please Select
0.50%
0.75%
1.00%
1.25%
1.50%
1.75%
2.00%
2.25%
2.50%
2.75%
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Occupancy
Primary
Second Home
Investment
Loan Amount
*
$
Loan Term
30 Year Fixed
30 Year I/O
40 Year I/O
30 Year ARM
Other
Key Additional Loan Information (Are there issues we need to focus on?)
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