LOAN MATRIX MATCH APPLICATION

1
Purpose of Loan* This field is required.
Full Approval: I have a signed contract
Loan Pre-Approval Letter: Still Shopping
Refinance: Replace Existing Mortgage
Refinance: New Mortgage Plus Cash-Out
2
What type of property are you purchasing or refinancing?* This field is required.
Single Family Home
Multi Family Home
Condominium
Townhome
CondoTel
Manufactured
3
How will the property be used if purchased or refinanced ?* This field is required.
Primary Home
Secondary Home
Vacation Home
Rental Property
Commercial Investment
Fix and Flip
Vacant Land - Only Tax Returns - 65% LTV - Land Value must exceed $240,000
Construction to Perm - Only Tax Returns - Min loan amount 150k - Max 850k
4
What source of income do you want us to qualify you with?* This field is required.
Tax Returns
Bank Statement Deposits
W-2s
5
What was your Tax Return income last yearThis includes gross pay, wages, tips, bonuses and commissions etc.
6
What is the preferred LTV % (loan-to-value) for your new purchase or for rate/term refinancing Tax Returns
100% - No down payment VA & USDA only
97.0% - Conventional Loans only
96.5% - FHA with 580 middle Credit Score
90.0%
85.0%
80.0%
75.0%
70.0%
65.0%
60.0%
50.0%
7
Estimated loan amount for your purchase or refinance using tax returns income ?* This field is required.MINIMUM LOAN AMOUNT IS 150,000
8
What was your W-2 income last year ?This requires providing last two years of IRS tax transcripts that we will request from IRS.
9
What is the preferred LTV % (loan-to-value) for your new purchase or for rate/term refinancing W-2 income
100%
97.0%
96.5%
90.0%
85.0%
80.0%
75.0%
70.0%
65.0%
60.0%
50.0%
10
Estimated loan amount for your purchase or refinance using W-2 income? Minimum $150,000 net* This field is required.
11
Which bank account balance show the largest total deposits in the last 12 months.
Personal AccountBusiness Account
12
What is the preferred LTV % (loan-to-value) for your new purchase or for rate/term refinancing using bank statement deposits
85.0%
80.0%
75.0%
70.0%
60.0%
50.0%
Other
13
Estimated loan amount for your purchase or refinance using using bank statement deposits as income ? Minimum $150,000* This field is required.
14
Estimate your credit score
Above 720
719 - 680
679 - 640
639 - 580
579 - 550
Under 550
15
Any bankruptcy, foreclosure, or short sale in the last 3 years?
NOYES
16
Was your Loan denied by another lender?
NOYES
17
Why was your loan denied?
Credit history issues
Debt-to-income ratio
Lack of Collateral
Employment history
Insufficient cash close
Unverifiable information
Mortgage insurance denied
Other or not sure why?
18
Do you have a Language preference
English
Spanish
19
Do you already have a realtor?
YESNO
20
Realtor Information
Realtors Name
Realtors Email
21
Have you already signed a purchase contract?
YESNO
22
Is the property located in Florida?
YESNO
23
Is there a co-borrower ?
YESNO
24
Your Contact Information * This field is required.
25
Post Comments, Loan Scenario and/or Program Type
Huge
Large
Normal
Small
Ok
Ok
26
Customer service
Should be Empty: