Partner Pricing Request Form
Partner First Name
*
Partner Last Name
*
Partner Phone Number
*
Partner Email Address
*
Borrower First Name
*
Borrower Last Name
*
Subject Property Street Address
*
Subject Property City
*
Subject Property State
*
Subject Property Zip Code
*
Borrower Credit Score
*
Borrower Citizenship/Status
*
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US Citizen
Permanent Resident Alien
Non-Permanent Resident Alien
Foreign National
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Current Value/Purchase Price
*
$
Loan Amount
*
$
Use of Property
*
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Primary
Second Home
Investment
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Loan Purpose
*
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Purchase
Rate/Term Refinance
Cash Out Refinance
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Is This Client a First-Time Homebuyer?
*
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Yes
No
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Desired Loan Program
*
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Reverse Mortgage (HECM)
ITIN
Full Doc (2 Years)
Personal Bank Statements
Business Bank Statements
DSCR
1099
Asset Depletion
PnL Only
2nd Mortgage
HELOC
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Desired Pre Payment Penalty Term
*
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0
1
2
3
4
5
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Property Type
*
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Single Family
2-4 Units
5-10 Units Multifamily
5-10 Units Mixed Use
Condotel
PUD
Low Rise Condo (Warrantable)
High Rise Condo (Warrantable)
Non Warrantable
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Loan Balance on First Mortgage
*
$
Has the Client Owned a Primary Residence or Any Investment Properties in the Past 3 Years?
*
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Yes
No
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What was the Date of Purchase?
*
Was Property Listed For Sale in the Last 12 Months?
*
Select One
Yes
No
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Is Cash in Hand Amount Higher than $500K?
*
Select One
Yes
No
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Loan Detail Notes
*
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