For Internal Use/Onboarding Transition Loans Only
Onboarding Transition Prequal Capture Form
Onboarding Transition Prequal Capture Form
Legal Name of Borrower
*
Legal Name of Borrower
First Name
First Name
Last Name
Last Name
Legal Name of Co-Borrower
*
Legal Name of Co-Borrower
First Name
First Name
Last Name
Last Name
Mobile Phone (Borrower 1)
*
Mobile Phone (Borrower 2)
Email (Borrower 1)
*
Email (Borrower 2)
Property State
State loan will be in
Purpose of Loan
*
What is the borrower trying to accomplish?
If purchase loan, what is the desired purchase price?
*
What is the anticipated monthly payment?
*
Rough expectations of taxes, insurances and HOA fees in the area
Where are the down payment funds coming from?
*
What is the down payment amount?
*
How are you qualifying their employment and income?
*
Credit Score Estimate
*
Is there anything additional information that can help this transaction go smoothly?
*
Is this a returning client or new client?
*
Returning
New
Referral Source and Name
*
Please provide, so the internal LO is familiar.
Is there already a complete URLA?
*
Yes
No
Do you have access?
*
Yes
No
What is the borrowers level of technical familiarity?
*
Will they have any issues with our online application, disclosure signing, doc upload?
What is the borrowers preferred communication method?
Text
Phone Call
Email
Who is the Loan Officer for this file?
Who is the Loan Officer for this file?
First Name
First Name
Last Name
Last Name
Loan Officer Phone Number
Loan Officer Email Address
What is the Loan Officers preferred communication method?
Text
Phone Call
Email
Submit
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