Processing Intake Form
Loan Officer Name
*
Subject Property State
*
Please Select
AZ
CA
CO
DC
FL
MI
NC
NV
SC
SD
TN
TX
VA
Loan Channel
*
Please Select
Broker
Correspondent
Loan Type
*
Please Select
CONV
FHA
VA
USDA
DSCR
Other
DSCR Subject Property State
*
Please Select
AZ
*AL
*AR
CA
CO
*CT
DC
*DE
FL
*GA
*HI
*IL
*IN
*KS
*KY
*LA
*MA
*MD
*ME
MI
*MO
*MS
*MT (DSCR Only)
NC
NE (DSCR Only)
NV
NH (DSCR Only)
NJ (DSCR Only)
NM (DSCR Only)
NY (DSCR Only)
OH (DSCR Only)
OK (DSCR Only)
PA (DSCR Only)
SC
SD
TN
TX
UT (DSCR Only)
VA
WA (DSCR Only)
WI (DSCR Only)
WV (DSCR Only)
WY (DSCR Only)
Other Loan Type
*
Loan Purpose
*
Please Select
Purchase
Cash Out Refi
Rate & Term Refi
Streamline Refi
Lender
*
Borrower Name
*
ARIVE Loan ID
*
File Summary Notes
*
Has the file been registered with the lender?
*
Please Select
Yes, file is already registered in lender portal
No, please register for me
Has the file already been disclosed?
*
Please Select
Yes, initial disclosures have already been sent.
No, please disclose for me.
Disclosure Urgency
*
Please Select
3 - Super Urgent (Need same day)
2 - Semi-Urgent (Need within 24hrs)
1 - Not Urgent (24-48hrs is fine)
* Files received after 3pm ET will be considered received next business day. Urgency request is considered, but not guaranteed (We will always do our best to accommodate!)
Is seller paying any portion of the buyer's broker compensation?
Please Select
No, buyer is fully responsible.
Yes, seller is paying a portion.
Yes, seller is paying 100%
** Please make sure the contract (or addendum) is uploaded to ARIVE and clearly defines a) how much the total compensation % is, and b) how much seller is paying, for disclosure purposes **
First Time Homebuyer?
*
Please Select
Yes
No
Total Loan Amount
*
Compensation Type
*
Please Select
BPC
LPC
Compensation Amount (% or $)
*
Fee In/Fee Out
*
Please Select
Fee In (UW fee will NOT be disclosed on LE)
Fee Out (UW fee WILL be disclosed on LE)
Please confirm we are good to disclose with the rate set in ARIVE
*
Please Select
Yes, please disclose with the rate already set in ARIVE.
No, please send me the rate stack to confirm.
Rate Locked?
*
Please Select
Yes, rate is already locked
No, but need to lock ASAP
No, floating for a bit
Impounds
*
Please Select
Yes
No
Fee Type
*
Please Select
Smart Fees
Actual Fees (Fee sheet is uploaded to ARIVE)
Actual Fees (LO/LOA has requested)
Credit Vendor
*
i.e. Advantage Credit
Desired Processor
*
Credit Vendor User Details
*
Has the Closing Agent contact been added to ARIVE File Contacts?
*
Please Select
Yes, Closing Agent contact has been added to ARIVE File Contacts.
No, Closing Agent contact has NOT been added yet.
** Please add Closing Agent contact to ARIVE File Contacts
so we can request title items **
Expected Close Date
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Form Submitted By
*
Submitter Email
*
example@example.com
Submit
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