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Useful Documents

Fillable Application in PDF
Fillable Application PDF- Spanish Version

Create Loan File

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Client Info

Docs

Q+A

Inc & Exp

Hardship

File Type

Type name in the box to select File Type(s).

What kind of program are you looking for?

Subject Property Details

Property Location

Subject Address

Subject City

Subject State

Subject Zip Code

County

Property Characteristics

Subject Property Type

Property Details

Zillow value

$

Get Zillow Value

Subject Present Occupancy

Can we obtain interior access?

Yes No

Subject Property

Present Occupancy

Are taxes escrowed?

Is Insurance escrowed?

Home value? (As-Is)

$

Borrower Info

First Name

Last Name

Borrower Email

Please Wait...

Home Phone

Cell Phone

Fax

Cell Carrier

Preferred Communication

Yes No

Is there a Co-borrower?

Alt. Phone #

Work Phone #

Address

City

State

Zip Code

Length of time at the property

Rent or Own

Has the borrower resided at the present address for less than two years?

Yes No

Previous Address

Previous City

Previous State

Previous Zip Code

Length of time at the property

Rent or Own

Mailing Address

Personal Info

Date Of Birth

Social Security Number

Driver License State

Driver License Number

Marital Status?

Unmarried Married Separated

Date of Marriage

Date of Divorce (If applicable)

Full name of Spouse if not on mortgage

U.S. Citizen Perm Resident Alien Non-Perm Resident Alien

Yes No

Currently serving on active duty
Currently Retired, discharged, or separated from service
Non-activated member of the Reserve or National Guard
Surviving Spouse

Mid Fico Score

Equifax Score

Transunion Score

Experian Score

Credit Score Range

Business Entity

Do you have a business entity created for this transaction?

Yes No

Entity Name

Entity Type

Federal Tax ID/EIN

Business Category

Type of product or service sold

Terminal/ POS Make/Model

Property Owner Ship

Landlord/Mortgage Contact Name

Landlord/Mortgage Phone

Rent/Mortgage Payment

Average Monthly Credit Card Sales

Average Total Monthly Sales

Annual Gross Sales/Receipts

Annual Gross Profit

Ordinary Business Income

Organizational Ref #

Address

City

State

Zip Code

State Of Formation

Date Of Formation

Date of Operating Agreement

Trade name/DBA

Cross-corporate Guarantor

# Of Employees

Gross Annual Revenues $

Website Address

Business Description

Business Phone

Is the billing address the same as above?

Billing Address

Billing City

Billing State

Billing Zip Code

Members/Officers

(If borrower does not own 100% of entity, list additional members/officers)

Name

Title

% of Ownership

%

Address

Phone

Cell

SSN

DOB

Email

Drivers License

Drivers License State

Name

Title

% of Ownership

%

Address

Phone

Cell

SSN

DOB

Email

Drivers License

Drivers License State

Name

Title

% of Ownership

%

Address

Phone

Cell

SSN

DOB

Email

Drivers License

Drivers License State

Name

Title

% of Ownership

%

Address

Phone

Cell

SSN

DOB

Email

Drivers License

Drivers License State

Name

Title

% of Ownership

%

Address

Phone

Cell

SSN

DOB

Email

Drivers License

Drivers License State

Name

Title

% of Ownership

%

Address

Phone

Cell

SSN

DOB

Email

Drivers License

Drivers License State

Name

Title

% of Ownership

%

Address

Phone

Cell

SSN

DOB

Email

Drivers License

Drivers License State

Name

Title

% of Ownership

%

Address

Phone

Cell

SSN

DOB

Email

Drivers License

Drivers License State

Name

Title

% of Ownership

%

Address

Phone

Cell

SSN

DOB

Email

Drivers License

Drivers License State

Name

Title

% of Ownership

%

Address

Phone

Cell

SSN

DOB

Email

Drivers License

Drivers License State

Detailed Business Description

Borrower Background

Are you a U.S. Citizen?

Yes No

Origin

Visa Status

Has the borrower been declared bankrupt within the past 7 years?

Yes No

Please provide filing date, current status, properties included, etc...

Are there an outstanding judgements against the borrowers?

Yes No

(If Yes, Provide explanation below.)

Do you have any active lawsuits against you?

Yes No

(If Yes, Provide explanation below.)

Have you had or currently have any property tax liens?

Yes No

(If Yes, Provide explanation below.)

Has the borrower directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgement?

Yes No

(If Yes, Provide explanation below.)

Is the borrower presently delinquent or in any default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee

Yes No

(If Yes, Provide explanation below.)

Have you ever been convicted of a felony or other fraud related crimes?

Yes No

(If Yes, Provide explanation below.)

Background Explanation

Borrower Experience

Does borrower have Fix & Flip or Buy & Hold experience?

Yes No

# of years of experience?

# of properties completed in last 36 months

List 3 examples of past deals:

Property Type

Purchase date

Purchase Price

Amount Financed

Rehab Budget

Entity Name

Ownership %

Exit

Monthly Rent

Sale Price

Sale Date

Address

City

State

Zip

Outcome/Profit

Upload HUD

Property Type

Purchase date

Purchase Price

Amount Financed

Rehab Budget

Entity Name

Ownership %

Exit

Monthly Rent

Sale Price

Sale Date

Address

City

State

Zip

Outcome/Profit

Upload HUD

Property Type

Purchase date

Purchase Price

Amount Financed

Rehab Budget

Entity Name

Ownership %

Exit

Monthly Rent

Sale Price

Sale Date

Address

City

State

Zip

Outcome/Profit

Upload HUD

Does borrower have ground up construction experience?

Yes No

# of years experience?

# of properties completed in last 36 months

Are you a builder/developer?

Yes No

List 3 examples of past deals:

Property Type

Purchase date

Purchase Price

Amount Financed

Rehab Budget

Entity Name

Ownership %

Exit

Monthly Rent

Sale Price

Sale Date

Address

City

State

Zip

Outcome/Profit

Upload HUD

Property Type

Purchase date

Purchase Price

Amount Financed

Rehab Budget

Entity Name

Ownership %

Exit

Monthly Rent

Sale Price

Sale Date

Address

City

State

Zip

Outcome/Profit

Upload HUD

Property Type

Purchase date

Purchase Price

Amount Financed

Rehab Budget

Entity Name

Ownership %

Exit

Monthly Rent

Sale Price

Sale Date

Address

City

State

Zip

Outcome/Profit

Upload HUD

Yes No

Property Type

Purchase date

Purchase Price

Amount Financed

Rehab Budget

Entity Name

Ownership %

Exit

Monthly Rent

Sale Price

Sale Date

Address

City

State

Zip

Outcome/Profit

Upload HUD

Property Type

Purchase date

Purchase Price

Amount Financed

Rehab Budget

Entity Name

Ownership %

Exit

Monthly Rent

Sale Price

Sale Date

Address

City

State

Zip

Outcome/Profit

Upload HUD

Property Type

Purchase date

Purchase Price

Amount Financed

Rehab Budget

Entity Name

Ownership %

Exit

Monthly Rent

Sale Price

Sale Date

Address

City

State

Zip

Outcome/Profit

Upload HUD

Does borrower have any projects currently in progress?

Yes No

How many?

Does borrower own investment properties?

Yes No

How many?

Yes No

Do you have any professional licenses?

Yes No

Select Professional license

License #

Yes No

How much liquid assets does borrower currently have?

Primary investment strategy

Describe Your Overall Real Estate Investment Experience

Is there a Non-Borrower Contributor?

Non-Borrower Contributor

Name

Date Of Birth

SSN Number

Email Address

Monthly Contribution

Co-borrower Information

First Name

Last Name

Email Address

Please Wait...

Home Phone

Cell Phone

Fax

Mobile Service Provider

Same as borrowers address?

Address

City

State

Zip Code

Rent or Own

Has the borrower resided at the present address for less than two years?

Yes No

Previous Address

Previous City

Previous State

Previous Zip Code

Rent or Own

Mailing Address

Same as borrowers mailing address?

Mailing Address

Mailing City

Mailing State

Mailing Zip

Personal Info

Date Of Birth

Social Security Number

Driver License State

Driver License Number

Equifax Score

Transunion Score

Experian Score

Credit Score Range

Co-borrower Background

Are you a U.S. Citizen?

Yes No

Has the borrower been declared bankrupt within the past 7 years?

Yes No

Please provide filing date, current status, properties included, etc...

Are there an outstanding judgements against the borrowers? (If Yes, Provide explanation below.)

Yes No

(If Yes, Provide explanation below.)

Do you have any active lawsuits against you?

Yes No

(If Yes, Provide explanation below.)

Have you had or currently have any property tax liens?

Yes No

(If Yes, Provide explanation below.)

Has the borrower directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgement?

Yes No

(If Yes, Provide explanation below.)

Is the borrower presently delinquent or in any default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee

Yes No

(If Yes, Provide explanation below.)

Have you ever been convicted of a felony or other fraud related crimes?

Yes No

(If Yes, Provide explanation below.)

Background Explanation

Co-borrower Experience

Does borrower have Fix & Flip or Buy & Hold experience?

Yes No NA

# of years of experience?

List 3 examples of past deals: Address

Outcome/Profit

Upload HUD

# of properties completed in last 36 months

Address

Outcome/Profit

Upload HUD

Address

Outcome/Profit

Upload HUD

Does borrower have ground up construction experience?

Yes No NA

# of years experience?

List 3 examples of past deals: Address

Outcome/Profit

Upload HUD

# of properties completed in last 36 months

Address

Outcome/Profit

Upload HUD

Address

Outcome/Profit

Upload HUD

Does borrower have experience selling properties without construction (e.g., wholesaling)?

Yes No NA

# of years of experience?

List 3 examples of past deals: Address

Outcome/Profit

Upload HUD

# of properties completed in last 36 months

Address

Outcome/Profit

Upload HUD

Address

Outcome/Profit

Upload HUD

Do you have any projects currently in progress?

Yes No NA

How many?

Does borrower own investment properties?

Yes No NA

How many?

Is borrower a member of an investment club or group?

Yes No NA

Name of Group/Club?

Do you have any professional licenses?

Yes No

Select Professional license

License #

Are you a full time real estate investor?

Yes No

How much in liquid reserves?

Primary investment strategy

Primary investment strategy Explain

1st Lien Current Mortgage Scenario

Loan Type	Terms	Rate %	Current Unpaid Principal Balance $	Original Loan Amt $	Loan Number	Notice of Acceleration
						(MM/DD/YYYY)
		Months Behind (Manual Entry)	Last Payment Made	Days Behind
			(MM/DD/YYYY)
Original Lender		Current Lender/Servicer		Mortgage Type		Mortgage Investor/Owner

Monthly P + I Payment $	Monthly Taxes $	Monthly Property Insurance $	Flood Insurance $	Priv. Monthly Mortg. Insurance $	Monthly H.O.A Fees $	= Total Monthly Payment

Past Due Interest	Out of Pocket Escrow Adv $	Projected Escrow Adv during Trial $	Past Due Mtg. Ins $	Past Due H.O.A $	Late Fees (Not Included) $

2nd Lien Mortgage Scenario

2nd lien Loan Type	Terms	Rate %	Current Unpaid Balance $	Original Loan Amount $	Payment $	Loan Number	Past Due Interest	Last Payment Made
								(MM/DD/YYYY)
Current Lender/Servicer			Months Behind (Manual Entry)		Days Behind (Based on last payment date)

Original Lender			Mortgage Type	Mortgage Investor/Owner

HMDA - (Borrower)

Do you wish to furnish this information?

Yes No NA

What is your Ethnicity:

Hispanic or Latino Not Hispanic or Latino

What is your Race:

American Indian Asian
Black or African American
Native Hawaiian or Other Pacific Islander
White

Sex:

Male Female

HMDA - (Co-Borrower)

Do you wish to furnish this information?

Yes No NA

What is your Ethnicity:

Hispanic or Latino Not Hispanic or Latino

What is your Race:

American Indian Asian
Black or African American
Native Hawaiian or Other Pacific Islander
White

Sex:

Male Female

Client Notes PrintFriendly

Personal Information

Do you own the majority of the business?	Yes No
Owner's Name
% Owned

Business Information

Business Name
Business Name (DBA)
Business Legal Name
Business Tax ID
Business Entity Type
Website
Industry
Are your clients businesses or consumers ?	Businesses Consumers

Financial Information

Months in business?
Average monthly revenue ($)
Credit score
Annual Gross Revenue ($)
Monthly Bank Deposit Volume ($)
Average Daily Bank Balance ($)
Do you have invoices to factor?	Yes No
How much ($) ?
Requested Advance Amount ($)
Requested Term Length (in Months)
How do you plan to use your funding?
Does the business accept credit cards?	Yes No
Does the business have exsisting financing?	Yes No
On your most recent business tax return, did you show a net profit or a net loss?	Profit Loss
Amount?
Do you own collateral?	Yes No
Sum of monthly recurring debt payments

Q+A

Credit Check Total Username		Credit Check Total Password
Experian Score		Equifax Score
Transunion Score		Monthly Income before Taxes?
Monthly Income after Taxes?		Are you employed?	Yes No
Can you prove income with paystub, W2, and income tax return?	Yes No	Number of Months at Current Job?
Have you or any family member served in the US Military?	Yes No	Do you own a business ?	Yes No
Type of Business		When did you incorporate?
Do you own or rent?	Own Rent	Credit Issues
Amount Desired?		Reason for Funds
Comments
Who Referred You?