Loan Submission Form

Personalized Guidance throughout the Process

Please enable JavaScript in your browser to complete this form.

1Your Information

2Borrower Information

3Property Information

4Loan Information

5Realtor Information

6Pricing Information

7Vendor Information

8Appraisal Information

9Document Information

Broker Company Name

Layout

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

Layout

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. Important Notes: 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.
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. Important Notes: 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