Loan Submission Form

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1Your Information

2Borrower Information

3Property Information

4Loan Information

5Realtor Information

6Pricing Information

7Vendor Information

8Appraisal Information

9Document Information

Your Information

Broker Company Name

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Mortage Loan Originator

MLO Name

First

Last

MLO Phone Number

MLO Email

Alternative Contact

Alternative Contact Name

First

Last

Alternative Contact Phone Number

Alternative Contact Email

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Helpful Information

Income Document Requirements

Hourly or Salary Employees	Pay stubs with Year-to-Date earnings for all borrowers for the last 30 days. W-2 forms from all employment - for all borrowers -for the past 2 years. Employer names, phone numbers and addresses of each employer for the past 2 years.
Self-Employed Employees	Personal signed tax returns for the last 2 years including all schedules. Business signed tax returns for the last 2 years including all schedules. Business names, phone numbers, and addresses of each business for the past 2 years.
Rental Income	Personal signed tax returns for the most recent year, including all schedules. Most current and signed Rental/Lease Agreements.
Social Security Income	Copy of most current Social Security Award letter
Pension Income	Copy of most current Pension Award letter
Multiple REOs	Most recent Mortgage Statement. HOI + Tax Bill for all real estate owned properties.
Self-Employed Employees	Conventional Fannie Mae (DU) – Run Findings to see if 1 or 2 Years is required. Conventional Freddie Mac (LP) – If same business is owned > 5 Years, 1 Year Personal/Business Returns can be used for qualification. FHA – 2 Years is always required.
Multiple REO’s	If property is Free and Clear, only provide HOI + Tax Bill If taxes and insurance is escrowed on Mortgage Statement, HOI + Tax Bill is not needed

Hourly or Salary Employees	Pay stubs with Year-to-Date earnings for all borrowers for the last 30 days. W-2 forms from all employment - for all borrowers -for the past 2 years. Employer names, phone numbers and addresses of each employer for the past 2 years.
Self-Employed Employees	Personal signed tax returns for the last 2 years including all schedules. Business signed tax returns for the last 2 years including all schedules. Business names, phone numbers, and addresses of each business for the past 2 years.
Rental Income	Personal signed tax returns for the most recent year, including all schedules. Most current and signed Rental/Lease Agreements.
Social Security Income	Copy of most current Social Security Award letter
Pension Income	Copy of most current Pension Award letter
Multiple REOs	Most recent Mortgage Statement. HOI + Tax Bill for all real estate owned properties.
Self-Employed Employees	Conventional Fannie Mae (DU) – Run Findings to see if 1 or 2 Years is required. Conventional Freddie Mac (LP) – If same business is owned > 5 Years, 1 Year Personal/Business Returns can be used for qualification. FHA – 2 Years is always required.
Multiple REO’s	If property is Free and Clear, only provide HOI + Tax Bill If taxes and insurance is escrowed on Mortgage Statement, HOI + Tax Bill is not needed

Document Upload

Click or drag files to this area to upload. You can upload up to 50 files.

Notes for the Processing Team