• Mortgage Consultation Intake Form

    Hey! If you're here, you're likely beginning your homebuying journey, buying another property, looking to refinance, or exploring business-purpose loans as an investor. Please fill out this form as best as you can. Your answers to these questions will help me and my team understand more about your situation. Thank you! 😊 -Brianna Darling NMLS #2465317. Coast2Coast Mortgage NMLS #376205. Equal Housing Opportunity.

  • THIS IS NOT A LOAN APPLICATION.

    Please note: at the end of this form, you will be prompted to schedule your appointment through the available Booking Calendar. Please submit your form after booking your spot!

         If you are unable to complete this form in one sitting, you can save your progress by scrolling down and clicking the "Save" button at the bottom of this page to email yourself a "Draft Link".

    No account is required to save your progress.

     This quick 15 minute intake helps me:
    ✅ Understand your situation before you apply
    ✅ Avoid surprises later in the process
    ✅ Save you time during your consultation

     

    This process is designed for clients who are serious and ready to take the next step. 😊

     

  • Format: (000) 000-0000.
  • Which state are you looking to purchase/refi? Brianna is personally licensed in Florida & Texas, but is able to connect you with a mortgage advisor on the Coast2Coast Mortgage team in other states!*

  • (States we are not licensed in under Coast2Coast Mortgage: Alaska, Delaware, Hawaii, Kansas, Massachusetts, Montana, New Hampshire, New York, North Dakota, Rhode Island, South Dakota, Vermont, Wyoming.)

  • Are you a first-time homebuyer? (Meaning, you have not owned any property in the last 3 years.)*
  • Are you unmarried, married, or separated?*
  • If you're purchasing/refinancing, what type of property are you interested in?*
  • Will this home require you to relocate more than 100 miles from your current residence?*
  • If you're purchasing, are you planning to buy a property in an HOA?*
  • If you have low credit/credit issues, would you like me to connect you with my preferred credit repair team to see if they can help improve it? Credit Ready Repair is one of the top credit repair companies in the country. They'll help you fix/build your credit to better qualify for a mortgage. I send all my clients to them that need credit repair assistance!
  • Employment Status?*
  • How long have you been at your current job?*
  • If you've been at your current job for less than 2 years, how long were you at your previous one? (skip if this doesn't apply to you.)
  • How are you paid? Check all that apply.*
  • Have you been through the pre-approval process before?*
  • (Optional!) What is most important to you for the end of this process?
  • (Optional!) If you're buying a home, where are you currently at in the homebuying process?

  • The next page will allow you to complete a form for your Co-borrower if you have one. If not, you can skip to the end of the next page, book your appointment, and submit your form!

  • Co-Borrower's Intake Form (If applies.)

    If you will not have a co-borrower at this time, please leave this page blank. You can skip to the end of the form at the bottom if needed!
  • Format: (000) 000-0000.
  • Are you a first-time homebuyer? (Meaning, you have not owned any property in the last 3 years.)
  • Employment Status?
  • How long have you been at your current job?
  • If you've been at your current job for less than 2 years, how long were you at your previous one? (skip if this doesn't apply to you.)
  • How are you paid? Check all that apply.
  • (Optional!) Congrats! You made it the end of the form. My team and I look forward to serving you! If you don't mind, could you rate how easy it was to complete this form?

  • Next Step, Book Your Appointment With Brianna!

  • Schedule Your Appointment, Then Submit Your Form!*

  • Once you've booked your appointment, before leaving this page, please click the green "Submit" button below to send your intake form to Brianna. Afterwards, you will receive a confirmation email in your inbox. Thanks!

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