Get Loan Referral Application Form

Filling out the Loan Referral Application Form online can streamline your loan application process. This guide will provide you with step-by-step instructions on how to complete each section of the form effectively and accurately.

Follow the steps to complete the Loan Referral Application Form online.

1. Press the ‘Get Form’ button to access the Loan Referral Application Form and open it in your chosen digital editor.
2. Begin by entering the name of your entity in the 'Name of Entity' field. This should be the official name as registered for your organization.
3. In the 'Corporate Address' section, input your complete corporate address, including city, state, and zip code. Ensure that the information provided is accurate and up-to-date.
4. Fill in the 'Web Site' field with your entity's website URL, if applicable. This helps to provide additional information about your organization.
5. Enter your contact phone number in the 'Phone' field, ensuring that it is reachable and has the correct area code.
6. Provide your utility account number in the corresponding field; this number is necessary for identification purposes.
7. Input the name of the chief executive in the 'Chief Executive' field to identify the primary leadership of the entity.
8. In the 'Account Holder Name' section, list the name of the individual or organization that holds the account.
9. Repeat the process for the remaining fields: primary and secondary regulatory complaint contact names, their phone numbers, fax, and email addresses. Ensure contact information is accurate, as this is important for communication.
10. Next, provide detailed information about the property, including 'Name of Property', 'Address', 'City', 'State', and 'Zip'. If the property has electric heat and/or electric hot water, denote this by selecting 'Y' or 'N'.
11. Enter the total number of units within your property and classify them according to occupancy by senior citizens, disabled individuals, and other classifications such as rent stabilized or market rate.
12. Complete the submeter/billing agent section by providing the address and contact information. Ensure all fields are filled accurately.
13. Review all the information entered for accuracy to avoid any issues during processing.
14. Finally, save the changes made to the form, and download, print, or share the application as needed. Make sure to submit the completed form within the specified time frame.

Complete the Loan Referral Application Form online today to ensure a smooth application process.