refinance loan form

Instructions

Completing this form typically takes 5-15 minutes after a few uses; please ensure accuracy in the provided information and documents, as failure to do so may hinder the loan process. Save your progress and submit the form only when you have 100% of the requested information exactly as specified. In cases where accuracy is compromised, explain the reason in the Important Loan Details field. Optimize our efficiency by providing comprehensive details about the loan, minimizing the need for additional questions.

Loan Originator Info

Loan Originator Full Name(Required)

Borrower(s) Info

Primary Borrower's Name(Required)
Who is the primary point of contact on this loan?(Required)
Who is going to handle our requests for conditions?(Required)
When is the best time of day to communicate with the borrower(s)? (select all that apply)(Required)
What is the best form of communication with the borrower(s)? (select all that apply)(Required)
Does the borrower own more than one property?(Required)

Loan Information

Address(Required)
Estimated Closing Date(Required)
Lender Name?(Required)
Loan Program(Required)
Did you make sure the 1003 was accurate and complete at the lender's portal? (AUS will not run accurately if info is wrong or missing in 1003)(Required)
Has rate been locked?(Required)
State of Subject Property(Required)
Broker Compensation(Required)
Waiving Impounds/​Escrows?(Required)
Did you already send initial disclosures? (If not, we will)(Required)
Who is to be reimbursed for the credit report?(Required)

Title/Escrow Info

If you already provided us with your preferred title/​escrow company, do you want us to use them on this loan?(Required)
Has title/​escrow been opened?(Required)
Do you have an Estimated Fees Sheet from Title/​Escrow already (upload in upload section if so)?(Required)

Appraisal Info

Was appraisal already ordered?(Required)
Have you confirmed that the subject property will NOT need a final appraisal inspection?

Document Collection

Select all scenarios that apply to this loan:

The required minimum documents shown below MUST be provided EXACTLY as they are requested. Variations will cause delays and/or denials. Call us if you need h

Max. file size: 5 MB.
Max. file size: 5 MB.
Max. file size: 5 MB.
Max. file size: 5 MB.
Max. file size: 5 MB.
Max. file size: 5 MB.
Consent
Consent
Do you have any feedback on how we can improve this submission Form?(Required)
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