Get Loan Submission Form

Filling out the Loan Submission Form online is a crucial step in the loan application process. This guide will provide you with clear instructions on how to effectively complete each section of the form to ensure a smooth submission.

Follow the steps to complete your Loan Submission Form with ease.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the date in the specified field. This should reflect the date you are submitting the form.
3. Provide your account executive's name in the designated section. This helps to identify your representative.
4. Select your compensation plan by choosing between 'Lender Paid Comp' and 'Borrower-Paid Comp' based on your agreement.
5. In the Broker Information section, fill in your company name, processor's name, phone number, and email address.
6. For the Borrower Information, enter the names and email addresses of both the primary borrower and co-borrower, if applicable.
7. In the Property & Loan Information section, input the subject property address and the requested loan amount.
8. Choose the loan program and specify the property type, selecting from Single-Family Residence, Planned Unit Development, Condo, or 2-4 Units.
9. Indicate the term and rate for the loan, as well as the occupancy type (Owner, Second Home, or Investment).
10. Fill in the Debt-to-Income (DTI) ratio, purchase price, and Loan-to-Value (LTV) ratio.
11. Select the loan purpose from the options provided: Purchase, Rate & Term Refinance, or Cash-Out Refinance.
12. Complete the checklist for submission materials by confirming you have all required documents listed.
13. Finally, ensure you save your changes. You can download, print, or share the completed form according to your needs.

Start your online submission process today by completing the Loan Submission Form efficiently.