Branch 5533
Initial Loan Profile Form
What information would you like to provide?
Basic Information
Full Information
Update Borrower Notes
TEAM INFORMATION
Biz Dev
*
No Biz Dev
Audrey Lawrence - (609) 851-3440
Seth Daniels (609) 206-1100
Heather Fennimore
Other
No elements found. Consider changing the search query.
List is empty.
Loan Officer Name
*
Seth Daniels (609) 206-1100
Tracy Barnes - (862) 213-0555
Desmond Reed - (659) 300-5666
David Azoroh - (609) 575-0977
No elements found. Consider changing the search query.
List is empty.
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
*
Purchase
Cash Out Refi
No Cash Out Refi
Rate/Term
HELOC
Reverse Mortgage
No elements found. Consider changing the search query.
List is empty.
Occupancy
Primary Residence
Second Home
Investment Home
No elements found. Consider changing the search query.
List is empty.
Property Type
SFR
2-4 Units
Condo
Manufactured
Mixed Used
5+ Units
Commercial
No elements found. Consider changing the search query.
List is empty.
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
No elements found. Consider changing the search query.
List is empty.
Purchase/Sales Price
$
Initial EMD/Down Payment
$
Loan Amount
$
Anticipated Value
$
Anticipated Loan Amount
$
Anticipated Cash Out
$
Is this a rehab loan?
Yes
No
No elements found. Consider changing the search query.
List is empty.
Completion Date
Work that needs to be done
LOAN PARTNER OR LOAN OFFICER - LOAN TYPE
Loan Type
Government Programs
Conventional Programs
Non-QM
Reverse Mortgage
Bridge Loan
No elements found. Consider changing the search query.
List is empty.
Government Programs
FHA
FHA 203k Limited
FHA 203k Standard
FHA Simple
FHA No Cash Out - Remove Person from Title
FHA Streamline
FHA Streamline Non- Credit Qualifying
FHA Streamline Credit Qualifying
FHA 203b REO Repair Escrow
VA
VA IRRRL
USDA
USDA Streamline Assist
No elements found. Consider changing the search query.
List is empty.
Conventional Programs
Conventional Conforming
Freddie Mac Open Access
Lender Paid Mortgage Insurance (LPMI)
Fannie Mae Homeready
Freddie Mac Homepossible/ Advantage
High Balance
DU Refi Plus
No elements found. Consider changing the search query.
List is empty.
Non-QM
HELOC
Closed End Second Mortgage
No Ratio
DSCR
No elements found. Consider changing the search query.
List is empty.
LOA OR LOAN OFFICER - CREDIT REVIEW
Do you own/rent?
Mortgage
Rent
Rent-free
No elements found. Consider changing the search query.
List is empty.
Have there been any late rent payments in the past 12 months?
Yes
No
No elements found. Consider changing the search query.
List is empty.
What is your worst late rent payments in the past 12 months?
30
60
90
No elements found. Consider changing the search query.
List is empty.
How much is the rent?
$
How do you pay your rent?
Cash
Check
Pay Electronically
Combination
No elements found. Consider changing the search query.
List is empty.
Landlord Type
Management Company
Private Landlord
No elements found. Consider changing the search query.
List is empty.
What bank do you used to pay your rent?
Have there been any late mortgage payments in the past 12 months?
No
Yes
No elements found. Consider changing the search query.
List is empty.
What is your worst late mortgage payments in the past 12 months?
30
60
90
No elements found. Consider changing the search query.
List is empty.
Have you had any major derogatory credit events? (Check all that apply)
Bankruptcy
Short Sale
Foreclosure
None
No elements found. Consider changing the search query.
List is empty.
Bankruptcy
Bankruptcy Ch 7
Bankruptcy Ch 11
Bankruptcy Ch 13
No elements found. Consider changing the search query.
List is empty.
Short Sale Property Address
Foreclosure - Property Address
Send
*
Send www.applywithseth.com
Send www.meetwithseth.com
Send www.applywithseth.com and www.meetwithseth.com
Send to Casandra Olaguez
SAVE