EmailMeForm
Client Intake Form
Please take the time to fill out this form so we can make the process as easy and enjoyable as possible. The more information you give us here, the easier and faster your loan will be.
Borrower:
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Last
Does the borrower prefer an email or a phone call if we need to get a hold of you:
Borrower Phone Number:
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What is the best phone number to call the borrower at?
Borrower Email:
What is the best email to contact the borrower at?
Co Borrower (if you have one):
First
Last
Co borrower (if you have one)
Does the Co Borrower prefer an email or phone call if we need to get a hold of them:
Co Borrower Phone:
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Co Borrower Email:
If you have a co borrower
Do you have someone else that will be helping you gather information or a second point of contact:
Additional Contact Person:
First
Last
Do you want us to contact someone else if we can not get a hold of you?
How is this person related to you and what is the best phone number and/or email to contact them:
Tell us about yourself and your loan
Loan Officer:
First
Last
Who is your loan officer (Joe Niece)
Loan Officer Email:
Credit:
Are we waiting for something to happen with your credit or credit report? Did you recently pay off any debt or take out any new debt? Any concerns or comments for us?
How do you get paid:
Are you hourly or salary(salary/hourly/commission/self-employed/non-standard, etc)
If you are paid salary, what is your yearly base salary:
Only fill out if you are paid yearly vs hourly
Income and Job Questions, Check all that apply:
I am Self Employed
I Own My Business
I also have Bonus Income
I also have Commission Income
I also have Overtime
I have Shift Differential
I have Multiple Different Hourly Wages depending on when/what I am doing at work
I am considered Full Time at my main job (that is not owned by me or a family member)
I have Multiple Jobs
I do not have a Full Time Job
I have Worked More Than One Job for the Last Two Years or more
I have worked Two or More years at two of my current jobs
I have Received a Raise This Year
I have been Promoted in the last 12 Months
My personal owned business is less than two years old
My personal owned business is two-five years old
My personal owned business has been in business for five or more years
I/We file separate Tax Returns for my/a business
We have not filed our tax returns for last year or one of the previous three years
Please Explain any of the boxes checked above
Tell us as much as you can so we can structure everything correctly.
If you have more than one job, how long have you worked at each job you have? If you own a business, what can you tell us about your business, etc.
Assets/Bank Information/Gifts/Cash:
Where are the funds needed to close coming from, what is the timing if funds are being moved, are you receiving a gift from a relative?
Retirement accounts:
Do you have any retirement accounts, what type and what is the approximate balance?
Assets (normally) not allowed when buying a home:
Cash, Money owed to you, Sale of personal property or vehicles, Money from a friend etc are not normally allowed to be deposited into your bank accounts when you are buying a home. Loans from private sources may or may not be allowed to be used or deposited into your bank accounts when you are buying a home. Were you planning on using any of these types of assets? Please explain?
Subject property type/information:
What type of property are you buying? Condo vs Single Family vs Townhome vs Twin Home. Does the property have any association fee and how much is it?
Address:
What is the address of the property you are buying or refinancing? Please include unit numbers, etc
What are your Expectations/How can we make the process perfect for you:
When do you work? Do you not answer calls during the day and prefer email? Who is the main point of contact? Do you wish you could move up closing? How often would you like to be updated in a perfect world, etc. Remember, Most of the operations people can not use text messaging.
What can you tell us to make this the best experience possible for you?
Misc Information:
Anything other, such as bankruptcy or child support, vacations you will be going on, new jobs that you will be starting, etc. What do we need to know for the loan?
File Upload. If you do not have files in an electronic format, you can use a program like CamScanner that is free in the App Store and Play Store from your phone
(you can return to this page and fill out only Borrower Name at the top and leave all of the other fields blank and upload files at a later time if you do not have these documents available now)
Purchase Agreement( if you have a copy)
Add File
Paystubs (last 30 days)
Add File
W-2s (2 years)
Add File
Tax Returns (2 years)
Add File
Bank Statements(60 days all accounts)
Add File
Misc or LOX's (Use this for other documents that we have requested or Letters of Explanations LOX's)
Add File