New Loan Submission
An Experience To Remember
Account Executive
*
Please Select
Randy Wittmann
Natalie Lux
Matt Hamburg
Desired Loan Program
*
Please Select
Second Mortgage
ITIN
Full Doc (2 Years)
Personal Bank Statements
Business Bank Statements
DSCR
Foreign National
Jumbo
1099
Asset Depletion
1 Year Tax Returns
PnL Only
Submission Date
-
Month
-
Day
Year
Estimated Closing Date
*
-
Month
-
Day
Year
Broker Information
Broker Company Name
*
Broker Contact Name
*
First Name
Last Name
Broker Phone Number
*
Please enter a valid phone number.
Broker Email Address
*
example@example.com
Borrower Information
Vesting
Borrower Name
*
First Name
Last Name
Borrower Citizenship/Status
Please Select
US Citizen
Perm Resident
Non-Perm Resident
Foreign National
ITIN
Borrower Phone Number
*
Please enter a valid phone number.
Borrower Email Address
*
example@example.com
Borrower Credit Score
Co-Borrower
*
Yes
No
Co-Borrower Name
*
First Name
Last Name
Co-Borrower Citizenship/Status
Please Select
US Citizen
Perm Resident
Non-Perm Resident
Foreign National
ITIN
Co-Borrower Phone Number
*
Please enter a valid phone number.
Co-Borrower Email
*
example@example.com
Co-Borrower Credit Score
Property Information
Property Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Property Type
*
SFR
Low-Rise Condo (Warrantable)
High-Rise Condo (Warrantable)
Duplexes / 2-Unit Properties
Property Type
*
SFR
Low-Rise Condo (Warrantable)
High-Rise Condo (Warrantable)
Condotel
Non-Warrantable Condo
2-4 Units
Multi 5-8 Units
Multi 9+ Units
PUD - Attached/Detached
Loan Purpose
*
Purchase
Refi Rate & Term
Refi Cash-Out
Existing Loan Payoff Amount
*
Purchase Price
*
Estimated Home Value
*
Escrows (Taxes & Insurance)
*
Yes
Escrows (Taxes & Insurance)
*
Yes
No
Mortgage Information
Compensation Type
Borrower Paid
Compensation Amount
*
Please Select
0.50%
0.75%
1.00%
1.25%
1.50%
1.75%
Maximum is 1.75%
Compensation Amount
*
Please Select
0.50%
0.75%
1.00%
1.25%
1.50%
1.75%
2.00%
2.25%
2.50%
2.75%
Maximum is 2.75%
First Time Home Buyer
Yes
No
First Time Investor
Yes
No
Gift Fund
Yes
No
Occupancy
*
Primary
Second Home
Investment
First Mortgage Balance
Loan Amount
*
Loan Term
*
30 Year Fixed
30 Year
40 Year
30 Year ARM
Other
Income Qualification
*
Wage Earner - Full Doc - 2 Years
Self Employed - 2 Year Tax Returns
12 month Personal Bank Statements
12 month Business Bank Statements (Business Bank Statements must clearly reflect personal income and expenses)
DSCR
*
Prepayment Penalty Term
*
12 Months
24 Months
36 Months
48 Months
60 Months
3rd Party Processing
*
Yes
No
Processing Fee
*
Docs Needed To Get Started
Unexpired Government Photo ID
Valid ITIN Card or letter from the IRS
Signed IRS Form W-7
3.4 File
Proof of 2 years residency
Tax Returns or CPA letter validating tax payment - 2 Years
Credit Report
Income Documentation
Proof of Necessary Funds
Purchase Contract (if necessary)
Docs Needed To Get Started
3.4 File
Credit Report
Income Documentation
Driver's License
Fee Sheet
Purchase Contract (if necessary)
Key Additional Loan Information (Are there issues we need to focus on?)
File Upload
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