Loan Scenario Form

Loan Program *

Please Select

DSCR
Bank Statements
Reverse Mortgage (HECM)
Foreign National
ITIN
Full Doc
1-Year Tax Returns
1099
Asset Depletion
P&L Only
Jumbo
2nd Mortgage
Other/Unsure
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Occupancy *

Primary

Second Home

Investment

Property Type *

SFR

Low-Rise Condo (Warrantable)

High-Rise Condo (Warrantable)

Duplexes / 2-Unit Properties

3-4 Units

2-10 units, Mixed-Use

5-10 units, Small Apartment Building

Loan Purpose *

Purchase

Rate-and-Term Refinance

Cash-Out Refinance

Purchase Price *

$

Estimated Value *

$

Estimated Value *

$

Cash-In Hand

$

Mortgage Information

Loan Amount *

$

Qualifying Credit Score

Loan Term *

30-Year Fixed

30-Year I/O

40-Year I/O

30-Year ARM

Other

Broker Information

Broker Company Name *

Broker First Name *

Broker Last Name *

Broker Phone Number

Broker Email Address *

Borrower Information

Borrower First Name *

Borrower Last Name *

Co-Borrower *

Yes

No

One Last Thing..

Before submitting, please select below if you'd like to add the property information for your scenario.

Select One *

Yes

No

Property Information

Street Address *

State *

Postal / Zip Code *

City *

Co-Borrower First Name *

Co-Borrower Last Name *

Co-Borrower Citizenship/Status

Please Select

US Citizen
Perm Resident
Non-Perm Resident
Foreign National
ITIN
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Co-Borrower Credit Score

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Key Loan Information (Are there issues we need to focus on?)

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