Basic Loan Information
Please provide accurate information to be submitted for lending requests. Note that depending on the loan product you are pursuing, some informatation may not be required.
Borrower Information
Applicant Name
*
First Name
Last Name
Contact Number
*
Format: (000) 000-0000.
E-mail
*
example@example.com
Personal Residence
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date Moved Into Current Residence
*
-
Month
-
Day
Year
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Residence Type
*
Please Select
Living Rent Free
Own
Rent
Credit Score
*
Date Of Birth
*
-
Month
-
Day
Year
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Citizenship
*
Please Select
US Citizen
Permanent Resident
Non-Permanent Resident
Military Service
*
Please Select
Yes
No
SSN
*
Will not run credit with any lender until authorized to move forward with a specific loan proposal.
Marital Status
*
Please Select
Married
Seperated
Unmarried
ID (Font & Back)
*
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Are You Applying With A Co-Borrower
*
Please Select
Yes
No
If yes, complete the co-borrower information below.
Co-Borrower Name
First Name
Last Name
Co-Borrower Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Co-Borrower Email
example@example.com
Co-Borrower Residence
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date Co-Borrower Moved Into Current Residence
-
Month
-
Day
Year
Date Picker Icon
Co-Borrower Residency Type
Please Select
Living Rent Free
Own
Rent
Co-Borrower Credit Score
Co-Borrower Date Of Birth
-
Month
-
Day
Year
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Co-Borrower Citizenship
Please Select
US Citizen
Permanent Resident
Non-Permanent Resident
Co-Borrower SSN
Will not run credit with any lender until authorized to move forward with a specific loan proposal.
Co-Borrower Marital Status
Please Select
Married
Seperated
Unmarried
Relationship To Borrower
Co-Borrower ID (Front & Back)
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Will You Be Closing In A Business Entity?
*
Please Select
Yes
No
If yes, complete the busienss information below.
Business Name
Business EIN
Type of Business
Please Select
Personal
Shop/Cafe/Restaurant
Financial
Construction
Store Owner
Service Provider
Residential Real Estate Investments
Commercial Real Estate Investments
Others, please specify below.
Business
Busienss Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Business Documents
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Include Articles of Incorporation, and your Operating Agreemet
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Loan Information
Loan Purpose
*
Please Select
Purchase
Refinance
Business Funding
Loan Size
*
Total Loan Amount
Loan Type
*
Please Select
DSCR Investment Loan
Fix-N-Flip Investment Loan
New Construction Loan
Real Estate Refinance Loan
Commercial Real Estate Loan
Business Line of Credit
Equipment Loan
Payroll Loan
Inventory Loan
Accounts Receivable Loan
Purchase Order Loan
Small Business Loan
If the loan is for real estate please provide the property information below
Investment Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Number of Units
Property Value
Outstanding Loan Balance
If refinancing, please provide current loan balance on the property
Purchase Price
If refinancing, what is your overall refinancing request.
Property Type
Please Select
Residential Single Family Home (1 unit)
Residential Multi-Family (2-4 units)
Commercial Apartment (4-19 units)
Commercial Apartment (+20 units)
Mix-Use Properties
Industrial
Rural
Land
Equipment
Technology
Inventory
Occupancy Type
Please Select
Investment
Primary Residence
Second Home
Property Build Type
Please Select
Manufactured
Other
Site Build
Down Payment
Down Payment not required for refinancing
Down Payment Type
Please Select
Bridge Loan
Cash On Hand
Checking Savings
Deposit On Sales Contract
Equity On Pending Sale
Equity On Sold Property
Equity On Subject Property
Gift Funds
Grant
Life Insurance Cash Value
Lot Equity
Rent With Option To Purchase
Retirement Funds
Sale Of Chattel
Secured Loan
Stocks And Bonds
Sweat Equity
Trade Equity
Trust Funds
Dwon Payment Source
Please Select
Business Funds
Business Partner
Client
Personal Funds
Relative
Federal Agency
State Agency
Local Agency
Employer
Other
Community Non-Profit
Religious Non-Profit
Repair Cost Of Investment Property
After Repair Value Of Investment Property
Purchase Agreement
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Additional Documents
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Employment Information
Primary Borrower Infomation Only
Company Name
Company Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Company Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Position Or Title
Start Date
-
Month
-
Day
Year
Date Picker Icon
End Date
-
Month
-
Day
Year
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Employment Classification
Please Select
Full-Time
Par-Time
Employed by a family member, property seller, real estate agenct, or other party to the transaction.
Yes
No
I am a business owner or self-employed
Yes
No
Income from foreign source
Yes
No
Seasonal Income
Yes
No
Income Type
Please Select
Base
Bonus
Commissions
Contract Basis
Military Base Pay
Military Clothes Allowance
Military Combat Pay
Military Flight Pay
Military Hazard Pay
Military Overseas Pay
Military Prop Pay
Military Quarters Allowance
Military Rations Allowance
Military Variable Housing Allowance
Other
Overtime
Average Monthly Income
Previous Employer Name
Previous Employer Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Previous Employer Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Previous Job Title or Position
Start Date
-
Month
-
Day
Year
Date Picker Icon
End Date
-
Month
-
Day
Year
Date Picker Icon
Were you the Business Owner or Self-Employed
Yes
No
Previous Average Monthly Income
Do you have additional sources of income
Yes
No
Income Source
Accessory Unit Income
Alimony
Automobile Allowance
Boarder Income
Capital Gains
Child Support
Defined Contributions Plan
Disability
Dividends Interest
Employment Related Account
Foster Care
Housing Allowance
Housing Choice Voucher
Mortgage Credit Certificate
Mortgage Differential
Non Borrower Household Income
Notes Receivable Installment
Pension
Public Assistance
Royalties
Separate Maintenance
Social Security
Subject Property Net Cash Flow
Temporary Leave
Tip Income
Trust
Unemployment
VA Benefits
Other
Income Type Other Description
Average Monthly Income
Borrowers Current Housing Expenses
Please provide a dollar amount next to the possible expenses below
First Mortgage Principal & Interest
Homeowners Association Fees & Condominium Fees
Homeowners / Renters Insurance
Mortgage Insurance Premium
Real Estate Tax
Rent
Assets & Liabilities
Provide as much insight on all of you possible assets & liabilities accounts
Asset or Credit Type
Please Select
Cash On Hand
Other
Pending Net Sale Proceeds From Real Estate Assets
Proceeds From Sale Of Non Real Estate Assets
Proceeds From Secured Loan
Proceeds From Unsecured Loan
Cash or Market Value
Assets
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Provide a statement for any accounts that you currently hold any funds in to include the account type, account number, amount in the account or market value
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Liabilities
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Provide a statement from any liabilities you have to include the liability description, company name that the debt is owed to, account number, unpaid balance, if this debt is going to be paid off at closing, the monthly payment, and how many months left to pay
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Provide additional insight on your Assets & Liabilities
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