Broker Submission Form
Account Executive
First Name
Last Name
Broker Company Name
*
Loan Officer Full Name
*
First Name
Last Name
Loan Officer Phone Number
*
Loan Officer E-mail
*
example@example.com
Processor Full Name
First Name
Last Name
Processor Phone Number
Processor E-mail
example@example.com
Loan Program
*
Please Select
Full Doc QM
Full Doc Non-Qm
DSCR
Foreign National DSCR
12-24 Month Personal Bank statement
12-24 Month Business Bank Statement
12-24 Month Profit and Loss
12-24 Month 1099 Only
Asset Utilization/ Depletion
Closed End Second
HELOC
Desired Interest Rate
*
Prepay Type
*
Please Select
5-year Declining
4-year Declining
3-year Declining
2-year Declining
1-year Declining
5 Year 6 Mo/ interest
4 Year 6 Mo/ interest
3 Year 6 Mo/ interest
2 Year 6 Mo/ interest
1 Year 6 Mo/ interest
5 year 5% Fixed
4 year 5% Fixed
3 year 5% Fixed
2 year 5% Fixed
1 year 5% Fixed
None
Loan Term
Please Select
5/6 ARM
5/6 IO ARM
7/6 ARM
7/6 IO ARM
15 Year fixed
30 Year fixed
30 Year fixed IO ( 10yr IO & 20 yr full Am.)
40 Year Fixed (10 yr IO &30 yr full am.)
Loan Purpose
*
Please Select
Purchase
Rate and Term Refinance
Cash-out Refinance
Delayed Purchase
Comp Type
*
Borrower Paid
Lender Paid
Broker Origination Fee
Broker Processing Fee
Scenario Narrative ( Include anything your Account Executive Should know)
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Borrower & Property Information
Borrower Full Name
*
First Name
Last Name
Borrower Phone Number
*
Borrower E-mail
*
example@example.com
FICO
Co-borrower?
*
Yes
No
Co-Borrower Full Name
*
First Name
Last Name
Co-Borrower Phone Number
*
Co-Borrower E-mail
*
example@example.com
Co-Borrower FICO
Closing in an Entity?
*
Yes
No
Entity Name
*
Subject property
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Citizenship type
*
US Citizen
Permanent Resident
Non- Permanent Resident
Foreign National
Occupancy
*
Owner occupied
Second Home
Investment
Property Type
*
Please Select
SFR(A)
SFR(D)
Condo (warrantable)
Condo (Non-Warrantable)
2-4 unit
5-8 residential
2-8 Mixed Use
Commercial
How Many Units?
*
Purchase Price
*
Property Value
*
Property Currently Rented?
*
Currently occupied
Vacant
New tenant is moving in less than month
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Next
Document Upload
1003 or 3.4 File
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Borrower & Co borrower Auth (Upload Credit Report & Invoice if available)
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Borrower ID (Drivers license, Passport, Etc)
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SSN Card
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Entity Documents
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Purchase Agreement
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Income( 12-24 month banks statement, 2 years tax returns, W2's, 1099's, 12-24 months Profit & Loss)
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Lease Agreement
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Appraisal Report( if Applicable)
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Prelim Title information( prelim report, HUD, tax cert Etc)
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Misc.
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Submit
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