New Loan Submission Form :
Our Goal: To provide a level of service that not only is above and beyond what is expected, but to create an emotion that they will remember forever.
Mortgage Advisor:
Please Select
Art Aleman
Meli Padilla
Carla Gutierrez
Scott Bonovich
Mike Cox
LO Email:
Please Select
Brian@mortgagenerds.com
Pam@mortgagenerds.com
Jake@mortgagenerds.com
Scott@mortgagenerds.com
Mike@mortgagenerds.com
Submission Date:
-
Month
-
Day
Year
Date
Hour Minutes
AM
PM
AM/PM Option
Closing Date:
*
-
Month
-
Day
Year
Estimated
Hour Minutes
AM
PM
AM/PM Option
Borrower Information:
Loan #:
*
Lender Loan #
Borrower Name
*
First
Last
Email
example@example.com
Phone Number
Credit Score:
Co Borrower?
*
Yes
No
Co Borrower
First
Last
Email
example@example.com
Phone Number
Credit Score:
Property Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Property Information:
Property Type:
*
SFR
DUPLEX
PUD
1-4 Units
Detached
Attached
Condo
Retail
Shopping Plaza
Hotel /Motel
Selfstorage
Werehouse
Land
Multifamily
RTI Project
Other
Occupancy:
*
Owner Occupied
Non Owner Occupied
2nd Home
Invesment
Other
Loan Purpose:
*
Purchase
Refinance
Seller Carry
SBA Loan
Reverse Mortgage
Construction
Hard Money
Other
Mortgage Type:
*
Please Select
Conventional Purchase
Conventional R/T
Conventional C/O
VA
VA C/O
FHA
FHA C/O
USDA
IRRRL
FHA Streamline
WHEDA
Other (Please specify...)
Escrowing?
*
Please Select
Yes
No
Taxes and Insurance
Estimated Home Value:
*
Estimate Per Client
Purchase Price:
*
Mortgage Info:
Lender Name:
*
Please Select
UWM
PRMG
Home Point
Cardinal
AFR
Caliber
Franklin American
Flagstar
Plaza
REMN
11 Mortgage
Equity Prime
Other
.
Compensation Type?
*
Borrower Paid
Lender Paid
Reduced Borrower Pd
Loan Amount:
*
Loan Term:
*
30 Year Fixed
20 Year Fixed
15 Year Fixed
10 Year Fixed
Other
Earnest $:
*
Seller Credit $:
*
Mortgage Rate Quoted:
*
Underwriting Fee:
*
In Rate
Out of Rate
Underwriting Fee Charged:
*
Rate Locked?
*
Yes
No
Date Locked:
*
-
Month
-
Day
Year
Date
Lock Expires:
*
-
Month
-
Day
Year
Date
Third Party Vendors
Title Company:
*
Closing and Title Services
Evans
Stewart Title
Other
City:
*
City of Title Company
Home Owners Insurance Company:
Agent:
Phone Number
H.O. Premium Will Be Paid:
At Closing
Prior to Closing
Not sure yet
Appraisal Order Type:
1004 Interior/Exterior
Appraisal Waiver! Yeah!
1004 USDA
1004 FHA
1004 VA
Other
Listing Agent:
*
Company:
*
Phone Number
*
Email
*
example@example.com
Buyers Agent:
*
Company:
*
Phone Number
*
Email
*
example@example.com
Docs Received:
*
Drivers License
30 Days Paystubs
Income Taxes
W2's
Signed LE
Other
When Should Payoff Be Ordered?
ASAP
Once Appraisal is back
Other
Supporting Docs:
Go Fetch Your Borrowers Documents
Drag and drop files here
Choose a file
Cancel
of
Docs Needed:
*
The story:
*
Important info on the transaction. Don't be shy!
Record a Voice Message:
Please verify that you are a little crazy but not a robot
*
Should be Empty: