Loan Submission Form Submission Form SUBMISSION FORM Loan Officer Name: Contact Information Contact for Appraisal (Name) Appraisal Contact Phone Appraisal Contact Email Name of Lender Lender Fee Buy Out Yes No Compensation Lender Paid Borrower Paid Appraisal Transferred to us? Yes No Compensation % or Amount Borrower Information Borrower Name FICO Loan Information 1st Loan Amount 2nd Loan Amount LTV CLTV Interest Rate Loan Purpose Purchase R/T Refinance Cash Out Occupancy Primary Investment Secondary Closing Date Property Type — Select — SFR Condo 2-4 Unit PUD Condo Contact (email or phone) NON-QM Yes No Self-Employed Yes No More than 5 years Yes No Income Full time Variable income Product Product Type Fixed ARM ARM Terms 3/1 5/1 7/1 Product Term 360 300 240 180 Second Product 10 yr fixed 15 yr fixed 20 yr fixed 30 yr fixed Impounds Yes No MI Borrower Paid Lender Paid Temporary Buydown 2-1 Loan Program FHA FHA Streamline VA VA IRRRL Bank Statement DSCR Profit and Loss VOE Only Piggyback 2nd Foreign National Ratio Conventional (select one below) Freddie Mac Fannie Mae Home Ready Home Possible Upload snip of pricing from loan sifter Document Checklist If Purchase Purchase Agreement Insurance Agent Contract Email If R/T Refinance or Cash Out Recent mortgage statement subject property Insurance declaration page HOA proof if appraisal waiver If Appraisal Transferred to us Yes Copy of appraisal Contact for appraisal transfer letter If Foreign National Passport Credit reference letter Translated asset statements Profit and loss if applicable CPA letter if applicable If DSCR Copy of Lease 2 months rent receipt (if applicable for program) If NON-QM Yes and Bank Statement 12-months business bank statements (all pages) Business narrative If NON-QM Yes and Profit and Loss Profit and loss schedule signed by borrower Business narrative Contact for tax preparer Is tax preparer a CPA or EA? CPA EA If NON-QM No, Self-Employed Yes, More than 5 years No Previous 2 years tax returns business and personal If NON-QM No, Self-Employed Yes, More than 5 years Yes Previous year tax returns, business and personal If Self-Employed No Last 2 years W-2’s Last 3 recent pay stubs Required for all ID Recent mortgage statement all mortgages on credit report HOA statements for all REO Insurance declaration page for all REO if not escrowed 2 months bank statements for cash to close/reserves Child support or marriage separation agreement if applicable Additional Notes Send Enter your email address Your email: Cancel Send