Loss Mitigation Data - TheLoanPost

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

Home Phone

Cell Phone

Cell Carrier

Preferred Communication

Is there a Co-borrower?

Alt. Phone #

Work Phone #

Address

City

State

Zip Code

Length of time at present address

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 previous property

Mailing Address

Personal Info

Date Of Birth

Social Security Number

Marital Status?

Unmarried Married Separated

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

Business Entity

Borrower Background

Yes No

SBA Questions

Payroll Rent/Mortgage Interest Utilities Other

Yes No

Loan Amount

Yes No

Other Business/Affiliate Information

Company Name

Tax Id/EIN #

Legal Owners/Title/Ownership %

# of employees

Years in Business

Has applied for SBA loans?

Yes No

Description

Borrower Experience

Yes No

Property Type
Purchase date
Purchase Price

Amount Financed

Rehab Budget

Entity Name

Ownership %

Exit

Address
City
State
Zip

Upload HUD

Property Type
Purchase date
Purchase Price

Amount Financed

Rehab Budget

Entity Name

Ownership %

Exit

Address
City
State
Zip

Upload HUD

Property Type
Purchase date
Purchase Price

Amount Financed

Rehab Budget

Entity Name

Ownership %

Exit

Address
City
State
Zip

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

Yes No

Property Type

Purchase date

Purchase Price

Amount Financed

Rehab Budget

Entity Name

Ownership %

Exit

Address

City

State

Zip

Upload HUD

Property Type

Purchase date

Purchase Price

Amount Financed

Rehab Budget

Entity Name

Ownership %

Exit

Address

City

State

Zip

Upload HUD

Property Type

Purchase date

Purchase Price

Amount Financed

Rehab Budget

Entity Name

Ownership %

Exit

Address

City

State

Zip

Upload HUD

Yes No

Typical Transactions

Non-Borrower Contributor

Name

Date Of Birth

SSN Number

Email Address

Monthly Contribution

Co-borrower Information

Co-borrower Background

Co-borrower Experience

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)

HMDA - (Co-Borrower)

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

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

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?

or

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Subject Property Details

Subject Property

Borrower Info

Business Entity

Borrower Background

SBA Questions

Other Business/Affiliate Information

Borrower Experience

Typical Transactions

Non-Borrower Contributor

Co-borrower Information

Co-borrower Background

Co-borrower Experience

1st Lien Current Mortgage Scenario

2nd Lien Mortgage Scenario

HMDA - (Borrower)

HMDA - (Co-Borrower)

Personal Information

Business Information

Financial Information

Q+A

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