Branch 5533
Loan Information Form
TEAM INFORMATION
Biz Dev
*
No Biz Dev
Audrey Lawrence - (609) 851-3440
Cedrick Gervin-Isler 0 (404) 597-6691
Jeb Boulware - (310) 701-0014
Laurenza Jean - (917) 309-5211
Seth Daniels (609) 206-1100
Other
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Loan Officer Name
*
Seth Daniels (609) 206-1100
David Azoroh - (609) 575-0977
Kiana Curtis - (661) 599-8428
Tracy Barnes - (862) 213-0555
Tracy Estelle - (571) 839-8664
Vonzetta Thomas - (703) 798-8153
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Loan Info - Processor
Susan Daniels
Casandra Olaguez
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BORROWER INFORMATION
Subject Property Address
*
Borrower First Name
*
Borrower Last Name
Borrower Email
Borrower Cell Phone
Co-Borrower First Name
Co-Borrower Last Name
Co-Borrower Email
Co-Borrower Cell Phone
LOA NOTES (ONLY)
LOAN PARTNER OR LOAN OFFICER - LOAN PROGRAM DETAILS
Loan Purpose
Purchase
Cash Out Refi
No Cash Out Refi
Rate/Term
Fix and Flip
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Occupancy
Primary Residence
Second Home
Investment Home
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Property Type
SFR
2-4 Units
Condo
Manufactured
Mixed Used
5+ Units
Commercial
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DPA Type
DPA EDGE 3.5%
DPA EDGE High Bal 3.5%
DPA EDGE 5%
Rate Advantage 5%
Rate Advantage High Bal 5%
HomeReady 97
Conventional 97
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Purchase/Sales Price
$
Initial EMD/Down Payment
$
Loan Amount
$
Anticipated Value
$
Anticipated Loan Amount
$
Anticipated Cash Out
$
Is this a rehab loan?
Yes
No
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Completion Date
Work that needs to be done
LOAN PARTNER OR LOAN OFFICER - LOAN TYPE
Loan Type
Government Programs
Conventional Programs
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Government Programs
FHA
FHA 203k Limited
FHA 203k Standard
FHA Simple
FHA No Cash Out - Remove Person from Title
FHA Streamline
Non- Credit Qualifying
Credit Qualifying
FHA 203b REO Repair Escrow
VA
VA IRRRL
USDA
USDA Streamline Assist
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Conventional Programs
Conventional Conforming
Freddie Mac Open Access
Lender Paid Mortgage Insurance (LPMI)
Texas Home Equity 50(a)(6)
Fannie Mae Homeready
Freddie Mac Homepossible/ Advantage
High Balance
DU Refi Plus
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LOA OR LOAN OFFICER - CREDIT REVIEW
Have there been any late mortgage payments in the past 12 months?
No
Yes
Not Applicable/No Mortgage
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How many lates were in the last 12 months
30
60
90
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Have you had any major derogatory credit events?
Bankruptcy
Short Sale
Foreclosure
No
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Bankruptcy
Bankruptcy Ch 7
Bankruptcy Ch 11
Bankruptcy Ch 13
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Short Sale Property Address
Foreclosure - Property Address
SAVE