Useful Documents
  • Broker Agreement Form

    • Loan Officer/Mortgage Broker

     
    Yes No
    Yes No

    Borrower Info

    Borrower Type/Entity Info

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    NAICS Code look up
     
     
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    Sales Method

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    Fee Schedule

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    Equipment Info

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    Additional Guarantors

    HMDA - (Borrower)

    Borrower Background

    Borrower Experience

    Upload HUD
    Upload HUD
    Upload HUD

    Geographic Focus

     
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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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    Total:

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    Total Est. Value

    - Total Amt Owed

    = Total Net Worth

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    - $

    = $

    Gifts or Grants

    Gifts Or Grants : 1

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    Contingent Liabilities

    Contingent Liabilities 1

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    Borrower Employment Information

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    Additional Employment Information : 1

    Financials

     
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    (Borrower)

    Borrower Monthly Expenses

    Monthly Payment

    Bal Owed

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    (Borrower)

    Liabilities

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    Partnerships

    Partnerships 1

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    Other New Mortgage Loans on the Property

    Other New Mortgage Loans : 1

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    Property Cash Flow

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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

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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
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    Yes No NA
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    Yes No NA
    Yes No NA
    Yes No NA
    Yes No NA
    Yes No NA

    Additional Questions

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    Preferred Closing/Title Company

     

    Title Info : 1

    Attorney Info

    Attorney Info : 1

    Escrow Info

    Escrow Info : 1

    Financial Advisor

    Financial Advisor : 1

    Accountant Info

    Accountant : 1

    Preferred Insurance Company

     

    Preferred Insurance Company 1

    Billing/Payment Information

    Additional Notes

    Signature

    Reset Signature
    Reset Signature