Loan Application with Sandy MacDougall

BORROWER INFORMATION

Page 1 of 9
Full Name*
Primary Phone Number*
Secondary Phone Number
Email Address*
Primary Residence Address*
City*
State*
Zip Code*
Do you own or rent your primary residence

OwnRent
Number of years at primary residence?
Mailing Address (if different from primary residence)
Marital Status

MarriedUnmarriedSeparated
Estimated Credit Score
Annual Income
Total Liquid Assets
Date of Birth*

MonthDay Year
Date
Social Security Number (or ITIN)*
Employment Information
Self-Employed

YesNo
Employer Name
Position and Title
Employer Phone Number
Employer Address
The Save button below will allow you to save the progress of your application. You will be sent an email with a link to continue.

CO-BORROWER INFORMATION (IF APPLICABLE)

Page 2 of 9
Full Legal Name
Primary Phone Number
Secondary Phone Number
Email Address
Primary Residence Address
City
State
Zip Code
Do you own or rent your primary residence

OwnRent
Number of years at primary residence?
Mailing Address (if different from primary residence)
Marital Status

MarriedUnmarriedSeparated
--If married, married to Borrower?

YesNo
Est. Credit Score
Annual Income
Liquid Assets
Date of Birth

MonthDay Year
Date
Social Security Number (or ITIN)
Employment Information
Self-Employed

YesNo
Employer Name
Position and Title
Employer Phone Number
Employer Address

Borrower/Entity Information

Page 6 of 9
Title will be held in what name(s)
Title will be held in what name(s)

LLCCorporationIndividual Name(s)TrustLLPOther
If Entity: State of Formation
EIN
Interior Access Contact Information
Name (or lockbox #)
Phone Number
Email
Relationship
Escrow/Settlement Agent information
Company Name
Agent Name
Phone Number
Email
Insurance Agent Information
Company Name
Agent Name
Phone Number
Email

NOTICE OF RIGHT TO COPY OF APPRAISAL (ECOA)

Page 9 of 9
This notice is being provided to you pursuant to 12 CFR § 1002.14(a

We may order an appraisal to determine the property’s value and charge you for this appraisal. We will give you a copy of any appraisal or other written valuations promptly upon receipt, even if your loan does not close.

You can pay for an additional appraisal for your own use at your own cost.

You are entitled to receive copies of appraisal reports and other written valuations obtained in connection with your application for credit at least 3 business days prior to the time you become contractually obligated on the transaction (for closed-end credit) or account opening (for open-end credit), whichever is earlier. You have the right to waive the 3 business-day waiting period.

By signing below, I acknowledge the following:

1) obtained in connection with my loan application 3 or more business days prior to my loan closing;

I understand that I have the right to receive a copy of the appraisal reports and other written valuations

I am exercising my right to waive the 3 business day review period prior to closing; and

I understand that, regardless of whether I sign this waiver, I will receive a copy of the appraisal reports at or before closing.
Entity / Company Name (if applicable)
Borrower / Authorized Signer Name
Borrower Signature

Clear
Date

MonthDay Year
Date
Co-Borrower / Authorized Signer Name
Co-Borrower Signature

Clear
Date

MonthDay Year
Date
INVESTOR EXPERIENCE & PORTFOLIO
Please provide a separate Schedule of Real Estate Owned and list of recently sold properties that includes the following information:
- Address, City, State, Zip
- Entity/Name of Title
- % of Ownership
- Acquisition Date
- Investment Type
- Property Type
- Present Market Value
- Mortgages and Liens
- Net Rental Income
Should be Empty:

BORROWER INFORMATION

Employment Information

The Save button below will allow you to save the progress of your application. You will be sent an email with a link to continue.

CO-BORROWER INFORMATION (IF APPLICABLE)

Employment Information

BORROWER DECLARATIONS

CO-BORROWER DECLARATIONS (IF APPLICABLE)

SUBJECT PROPERTY TRANSACTION DETAILS

Loan Request Information

If Refinance

Borrower/Entity Information

Interior Access Contact Information

Escrow/Settlement Agent information

Insurance Agent Information

STRATEGY DETAILS

AUTHORIZATION FORM

DECLARATION OF NON-OWNER OCCUPANCY & BUSINESS USE OF PROCEEDS

AUTHORIZATION TO CONDUCT CREDIT & BACKGROUND CHECK

NOTICE OF RIGHT TO COPY OF APPRAISAL (ECOA)

INVESTOR EXPERIENCE & PORTFOLIO