Borrower Intake Application

Section 1 - Borrower Information

Borrower First Name

Borrower Middle Name

Borrower Last Name

Co-Borrower First Name

Co-Borrower Middle Name

Co-Borrower Last Name

Phone Number

Date Of Birth

Social Security Number

Borrower Marital Status

Section 2 - Residence Information

Current Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Years At Address

Living Status

Current Housing Payment

Prior Address (If Less Than 2 Years At Current)

Address Line 1

Address Line 2

City

State

Zip Code

Country

Years At Address

Living Status

Prior Housing Payment

Section 3 - Employment Information

Employer Name

Position

Time At Job

Self Employed?

Business Name

Position

Time At Job

Section 4 - Income Information

Base Income

Overtime

Bonus

Commission

Self Employed (Income or Loss)

Section 5 - Other Income

SSA / SSI Benefits

VA Benefits

Pension

Alimony

Annuity

Child Support

Rental Income

Other Income

Section 6 - Assets

All Checking Accounts

All Savings Accounts

401K

IRA

Stocks

Gift Funds

Other Asset

Section 7 - Liabilities

Mortgage

HELOC - 2nd Lien

Auto Loans

Student Loans

Credit Cards

Personal Loans

Child Support

Collections

Other Debt

Section 8 - Real Estate Owned

REO

Property 1

Address Line 1

Address Line 2

City

State

Zip Code

Country

Property 1 Info (Type, Occupancy, Mortgage, HOI, Taxes, Rental Income)

Property 2

Address Line 1

Address Line 2

City

State

Zip Code

Country

Property 2 Info (Type, Occupancy, Mortgage, HOI, Taxes, Rental Income)

Property 3

Address Line 1

Address Line 2

City

State

Zip Code

Country

Property 3 Info (Type, Occupancy, Mortgage, HOI, Taxes, Rental Income)

Property 4

Address Line 1

Address Line 2

City

State

Zip Code

Country

Property 4 Info (Type, Occupancy, Mortgage, HOI, Taxes, Rental Income)

Section 9 - Loan Information

Subject Property

Address Line 1

Address Line 2

City

State

Zip Code

Country

Transaction Type

Property Type

Occupancy

Purchase Price

Loan Amount

Loan Program

Section 10 - Declarations

Will you occupy the property as your primary residence?

If YES, have you had an ownership interest in another property in the last three years?

If this is a Purchase Transaction: Do you have a family relationship or business affiliation with the seller of the property?

Are you borrowing any money for this real estate transaction (e.g., money for your closing costs or down payment) or obtaining any money from another party, such as the seller or realtor, that you have not disclosed on this loan application?

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?

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?

Will this property be subject to a lien that could take priority over the first mortgage lien, such as a clean energy lien paid through your property taxes (e.g., the Property Assessed Clean Energy Program)?

Are you a co-signer or guarantor on any debt or loan that is not disclosed on this application?

Are there any outstanding judgments against you?

Are you currently delinquent or in default on a Federal debt?

Are you a party to a lawsuit in which you potentially have any personal financial liability?

Have you conveyed title to any property in lieu of foreclosure in the past 7 years?

Within the past 7 years, have you completed a pre-foreclosure sale or short sale, whereby the property was sold to a third party and the Lender agreed to accept less than the outstanding mortgage balance due?

Have you had property foreclosed upon in the last 7 years?

Have you declared bankruptcy within the past 7 years?

Section 11 - Credit Information

Estimated Credit Score

Credit Pull Status

Section 12 - Internal Loan Notes

Assigned MLO

Assigned Processor

Referral Source

Current Stage

MLO Notes

Processor Notes