Branch 5533

Initial Loan Profile Form

What information would you like to provide?

Basic Information

Full Information

Update Borrower Notes

TEAM INFORMATION

Biz Dev *

Loan Officer Name *

Loan Info - Loan Officer Assistant

BORROWER INFORMATION

Borrower First Name *

Borrower Last Name

Borrower Cell Phone *

Borrower Email

Co-Borrower First Name

Co-Borrower Last Name

Co-Borrower Email

Co-Borrower Cell Phone

LOA NOTES (ONLY)

LOA Notes (ONLY)

INITIAL LOAN SCENARIO

Initial Loan Scenario

BORROWER NOTES

Borrower Notes

Referred By

LOAN PARTNER OR LOAN OFFICER - LOAN PROGRAM DETAILS

Loan Purpose *

Occupancy

Property Type

DPA Type

Purchase/Sales Price

Initial EMD/Down Payment

Loan Amount

Anticipated Value

Anticipated Loan Amount

Anticipated Cash Out

Is this a rehab loan?

Completion Date

Work that needs to be done

LOAN PARTNER OR LOAN OFFICER - LOAN TYPE

Loan Type

Government Programs

Conventional Programs

Non-QM

LOA OR LOAN OFFICER - CREDIT REVIEW

Do you own/rent?

Have there been any late rent payments in the past 12 months?

What is your worst late rent payments in the past 12 months?

How much is the rent?

How do you pay your rent?

Landlord Type

What bank do you used to pay your rent?

Have there been any late mortgage payments in the past 12 months?

What is your worst late mortgage payments in the past 12 months?

Have you had any major derogatory credit events? (Check all that apply)

Bankruptcy

Short Sale Property Address

Foreclosure - Property Address

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