Follow the steps to complete your Mortgage Application Intake Form.

1. Click ‘Get Form’ button to obtain the form and open it in your editor.
2. Begin by entering the purchase price of the property in the designated field.
3. Input the agent's name and contact information, including phone number.
4. Fill out the home value and the amount for the down payment.
5. Indicate whether you have signed a purchase agreement and if you are pre-approved by another lender. Provide the amount you were pre-approved for, if applicable.
6. Complete the consumer information section, including fields for the borrower's and co-borrower's full names, citizenship, and marital status.
7. Provide details regarding your current address and whether it is the subject property. Also, specify the property type and its intended use.
8. Record the monthly housing payment, number of units, year built, and provide details about the length of time at the current address.
9. Enter the borrower's contact information, including email and phone numbers. Indicate if either borrower is self-employed and provide employer information.
10. List the borrower’s current liquid assets as well as any additional assets in the required fields.
11. If applicable, provide information on any additional properties owned, including property address, type, status, market value, and details about mortgages or liens.
12. Complete the previous address and employment sections if you have been at your current residence or employed for less than two years.
13. Finalize by filling out the source of down payment and any landlord or homeowner's insurance contact information.
14. Once all sections are completed, review the information for accuracy. Then, save changes, download, print, or share the form as needed.

Start completing your Mortgage Application Intake Form online today.