Loan Officer/Mortgage Broker

 
Yes No
Yes No

Borrower Info

Borrower Type/Entity Info

Additional Guarantors

HMDA - (Borrower)

Borrower Declarations

Borrower Experience

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Upload HUD
Upload HUD

Typical Transactions

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SBA Questions

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Assets (Include Borrower + Co-borrower amounts if any)

Type
Estimated Value ($)
Amount Owed ($)
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$
 
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$
 
$
 
$
 
$
 
$
 
$

Total:

$

$

Total Est. Value

- Total Amt Owed

= Total Net Worth

$

- $

= $

Gifts or Grants

Gifts Or Grants : 1

$

Borrower Employment Information

$

Additional Employment Information : 1

Borrower Monthly Income

$
$
$
$
$
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$
$
$

$

(Borrower)

Monthly Subject Property Expenses (PITIA)

 

Monthly Payment

Bal Owed

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$

(Borrower)

Partnerships

Partnerships 1

$
%
$
$

Other New Mortgage Loans on the Property

Other New Mortgage Loans : 1

$
$
$

Debt Service Coverage Ratio (DSCR)

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$
%
$
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%
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%
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%
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%
$ 0.00
$
0.00
$0.00
0.00
$

Collateral

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VENDOR & EQUIPMENT INFORMATION

Pictures of Property

1st Lien Current Mortgage Scenario

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2nd Lien Current Mortgage Scenario

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Foreclosure / Default Info

 Yes  No  NA

Loan Workout Q & A

Yes No NA
Yes No NA
Yes No NA
Yes No NA
Yes No NA
Yes No NA
Yes No NA
Yes No NA
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Yes No NA
$
Yes No NA
Yes No NA
$
Yes No NA
Yes No NA
Yes No NA
Yes No NA
Yes No NA
Yes No NA

Additional Questions

$
$

Title Info

Title Info : 1

Lender Counsel

Attorney Info : 1

Escrow Info

Escrow Info : 1

Insurance Agent Info

Insurance Agent Info 1

Billing/Payment Information

 

Description of Loan Request

Signature

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