Loan Scenario Form
Account Executive
*
Please Select
Brooke Balla
Ken Walker
Moodi
Saul Pages
No AE Yet
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Desired Loan Program
*
Please Select
Reverse Mortgage (HECM)
ITIN
Full Doc (2 Years)
Personal Bank Statements
Business Bank Statements
DSCR
Foreign National
Jumbo
1099
Asset Depletion
1 Year Tax Returns
PnL Only
2nd Mortgage
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Submission Date
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
*
Borrower Citizenship/Status
Please Select
US Citizen
Perm Resident
Non-Perm Resident
Foreign National
ITIN
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Borrower Credit Score
Co-Borrower
*
Yes
No
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
Property Information
Street Address
*
City
*
State
*
Postal / Zip Code
*
Property Type
*
SFR
Low-Rise Condo (Warrantable)
High-Rise Condo (Warrantable)
2-4 Units
5-10 Units
Loan Purpose
*
Purchase
Refinance
Refi Cash-Out
Purchase Price
*
$
Existing Loan Payoff Amount
*
$
Estimated Home Value
*
$
Escrows (Taxes & Insurance)
*
Yes
No
Mortgage Information
Occupancy
*
Primary
Second Home
Investment
Loan Amount
*
$
Loan Term
*
30 Year Fixed
30 Yea I/O
40 Year I/O
30 Year ARM
Other
Key Additional Loan Information (Are there issues we need to focus on?)
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