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Submission Intake Form

Processing Overflow Submission

Borrower Name*

Loan Number*

Co-Borrower?*

Requestor Email*

Loan Type*

Mortgage Type*

Property Type

Occupancy

LTV

CLTV

DTI

Purchase Price $

Loan Amount$

DPA?

Do we have CC Auth?

Amortization Type:

F&A

Financing Contingency Date

Income Type:

W2

Self Employed

Combination

Other

Documentation Supplied

Income*

W2 last 2 years

Paystubs - 30 Days

Most Recent year filed Federal Tax Returns, last 2 if FHA (if applicable)

Assets - Source of Closing Funds

Checking/Savings

Sale of home

401K / Other Retirement Acct.

Gift Funds

Brokerage Account

Appraisal Order Notes

Credit

Student Loans - Payments Addressed

Derogatory

Rescore Needed

Bankruptcy

Address Variation

Insurance Contact Information

Title Company

AUS

Disclosures

Any Documents out of date/missing?

Closing

Single choice

Notary

Mail out

POA

RON - If available

NBS

Undetermined

Vesting

Additional Closing Instructions:

Additional Notes for a smooth outcome

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