Get Borrower Summary Form

Filling out the Borrower Summary Form online is an essential step in the mortgage application process. This guide provides clear instructions on completing each section of the form, ensuring that users have the information they need to proceed confidently.

Follow the steps to successfully complete the Borrower Summary Form online.

1. Click ‘Get Form’ button to access the form and open it in the editor.
2. In the 'Borrower Information' section, enter the borrower's full name, social security number (SSN), phone numbers, and email address. Include the date of birth for identification.
3. If applicable, provide the co-borrower's information in the same manner, ensuring to include all necessary details like name, SSN, contact numbers, and date of birth.
4. Next, fill in the 'Property Information' section by providing the property's address, its occupancy status, sales price, down payment or equity, and appraised value.
5. Move on to 'Mortgage Information.' This includes noting the loan amount requested, note rate, term in months, and monthly payments categorized by the first and second mortgage.
6. In the 'Underwriting Information' part, input qualifying ratios and total income. This involves assessing loan-to-value ratios and monthly housing expenses.
7. Complete the 'Contact Information' section by adding the contact date, source of information, any relevant comments, and time of day.
8. Once all sections are filled, review the entire form for accuracy. Users can then save changes to the document, download it, print, or share it as required.

Start completing your Borrower Summary Form online today for a smoother application process.