Borrower Information Submission

Borrower Information

Info Needed for a Refinance
Borrower Name*

First NameMiddle Name or InitialLast NameSuffix
Co-Borrower Name

First NameMiddle Name or InitialLast NameSuffix
Borrower Birth Date*

MonthDayYear
Co-Borrower Birth Date

MonthDayYear
Borrower Estimated Credit Score*
Co-Borrower Estimated Credit Score
Subject Property Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Borrower Current Address same as Subject Property Address?

Yes
Co-Borrower Current Address same as Subject Property Address?

Yes
Borrower Current Address*

Street Address

Street Address Line 2

CityState

Zip Code
Co-Borrower Current Address

Street Address

Street Address Line 2

CityState

Zip Code
Borrower # of Years at Current Address*
Co-Borrower # of Years at Current Address
Do you Rent or Own?*

RentOwn
Do you Rent or Own?

RentOwn
Borrower Mailing Address same as Current Address?

Yes
Co-Borrower Mailing Address same as Current Address?

Yes
Borrower Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Co-Borrower Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Borrower Previous Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Co-Borrower Previous Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Borrower # of Years at Previous Address
Co-Borrower # of Years at Previous Address
Do you Rent or Own?

RentOwn
Did you Rent or Own?

RentOwn
Borrower Phone Number*

Area CodePhone Number
Co-Borrower Phone Number

Area CodePhone Number
Borrower Phone Type*
Co-Borrower Phone Type
Borrower Email*
example@example.com
Co-Borrower Email
example@example.com
Borrower Marital Status*

Married (Includes registered domestic partners)Unmarried (Includes Single, Divorced, Widowed)Separated
Co-Borrower Marital Status

Married (Includes registered domestic partners)Unmarried (Includes Single, Divorced, Widowed)Separated
Borrower # of Dependents*
Co-Borrower # of Dependents
Dependent Ages*
Dependent Ages
Borrower # of Yrs in School*
Total # of yrs
Co-Borrower # of Yrs in School
Total # of Yrs
Work History
Employer Name*
Employer Name
Employer #*
Employer #
Employer Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Employer Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Position/Title*
Position/Title
# of Yrs at Company*
# of Yrs at Company
# of Yrs in Industry*
# of Yrs in Industry
DECLARATIONS
BORROWER
CO-BORROWER
Are there any outstanding judgements against you?*

YESNO
Are there any outstanding judgements against you?

YESNO
Have you been declared bankrupt within the last 7 years?*

YESNO
Have you been declared bankrupt within the last 7 years?

YESNO
Have you had property foreclosed upon or given title or deed in lieu thereof in the last 7 years?*

YESNO
Have you had property foreclosed upon or given title or deed in lieu thereof in the last 7 years?

YESNO
Are you a party to a lawsuit?*

YESNO
Are you a party to a lawsuit?

YESNO
Have you been obligated on any loan resulted in foreclosure, transfer of title in lieu of foreclosure, or judgement?*

YESNO
Have you been obligated on any loan resulted in foreclosure, transfer of title in lieu of foreclosure, or judgement?

YESNO
Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation bond, or loan guarantee?*

YESNO
Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation bond, or loan guarantee?

YESNO
Are you obligated to pay alimony, child support or separate maintenance?*

YESNO
Are you obligated to pay alimony, child support or separate maintenance?

YESNO
Is any part of the down payment borrowed?*

YESNO
Is any part of the down payment borrowed?

YESNO
Are you currently a co-maker or endorser on a note?*

YESNO
Are you currently a co-maker or endorser on a note?

YESNO
Are you a U.S. citizen?*

YESNO
Are you a U.S. citizen?

YESNO
Are you a permanent resident alien?*

YESNO
Are you a permanent resident alien?

YESNO
Do you intend to occupy the property as your primary residence?*

YESNO
Do you intend to occupy the property as your primary residence?

YESNO
Have you had an ownership interest in a property in the last three years?*

YESNO
Have you had an ownership interest in a property in the last three years?

YESNO
What type of property did you own (PR/SH/IP)?

PRSHIP
What type of property did you own (PR/SH/IP)?

PRSHIP
How did you hold title to home (S/SP/O)?

SSPO
How did you hold title to home (S/SP/O)?

SSPO
INFORMATION FOR GOVERNMENT MONITORING PURPOSES
BORROWER
CO-BORROWER
I do not wish to furnish this information
I do not wish to furnish this information
Ethnicity: (Check One)

Hispanic or LatinoNot Hispanic or Latino
Ethnicity: (Check One)

Hispanic or LatinoNot Hispanic or Latino
Race: (Check all that apply)

American Indian or Alaska NativeNative Hawaiian or Other Pacific IslanderAsianWhiteBlack or African American
Race: (Check all that apply)

American Indian or Alaska NativeNative Hawaiian or Other Pacific IslanderAsianWhiteBlack or African American
Sex:

MaleFemale
Sex:

MaleFemale
GOVERNMENT MONITORING INFORMATION ADDENDUM
Ethnicity:

Hispanic or LatinoNot Hispanic or Latino
Ethnicity:

Hispanic or LatinoNot Hispanic or Latino
Ethnicity Detail:

MexicanPuerto RicanCubanOther Hispanic or Latino
Ethnicity Detail:

MexicanPuerto RicanCubanOther Hispanic or Latino
If Other Hispanic or Latino
Please Describe
If Other Hispanic or Latino
Please Describe
I do not wish to furnish this information
I do not wish to furnish this information
Race:

American Indian or Alaska Native
Race:

American Indian or Alaska Native
Please list - American Indian or Alaska Native
Please list - American Indian or Alaska Native
Asian
Asian
Asian IndianChineseFilipinoJapaneseKoreanVietnameseOther Asian
Asian IndianChineseFilipinoJapaneseKoreanVietnameseOther Asian
If Other Asian
Please Describe
If Other Asian
Please Describe
Black or African American
Black or African American
Native Hawaiian or Other Pacific Islander
Native Hawaiian or Other Pacific Islander
Native HawaiianGuamanian or ChamorroSamoanOther Pacific Islander
Asian IndianChineseFilipinoJapaneseKoreanVietnameseOther Asian
If Other Pacific Islander
Please Describe
If Other Pacific Islander
Please Describe
White
White
I do not wish to furnish this information
I do not wish to furnish this information
Sex:

MaleFemale
Sex:

MaleFemale
I do not wish to furnish this information
I do not wish to furnish this information
DOCUMENTS NEEDED

Please upload the following documents:
1. Copy of Driver License (from both borrowers if applicable)
2. Copy of most recent mortgage statement
3. HOA Premium (if applicable)
4. 2018 & 2019 IRS 1040's with all schedules and forms
5. 2018 & 2019 W2's, 1099's, K1's (if more than 25% owner I also need 2 yrs. 1120's)
6. 1 month most recent paystubs
7. Copy of current Home Owners Insurance Statement
Please upload all required documents here.
Signature*

Clear
Signature

Clear
Should be Empty:

Borrower Information

Work History