Loan Summary

Originator Information

First Name

Last Name

Email:

Street Address:

City:

State:

Zip Code:
Work Phone:
- - 		Ext:
Cell/Pager:
- - 		Fax:
- -
How did you hear of us:
Company:
 Broker Name:
Contact Me Via:
Email
Cell
Work
    
Best time to contact:

Borrower Information

First Name

Social Security Number

Residency

Last Name

Federal Tax ID

Type of Entity
Prefix:
Suffix:
Generation

Entity Name (If Applicable)

Street Address:

City:

State:

Zip Code:
Work Phone:
- - 		Ext:
Cell/Pager:
- - 		Home:
- -
Fax:
- -

Transaction Information

Residential
Commercial

Occupancy:

Purchase Price/Property Value:

Loan Purpose

Property Use:

Date Property Acquired: (mm/dd/year)
Loan/Line ($) Request:
Property Type:
If Refinance, Original Purchase Price:
LTV: % CLTV: %
Lien Position:
First
Second
Third
Property Information
Improvement Description:
Property Condition
Improvement Square Footage

Construction Type
Land Square Footage / Acres
Year Property Built
Zoning
# Units:
# Stories:
Assessor’s Parcel No:
Bedrooms:
Bathrooms:

Additional Details or Other Property Type: (Description)

No Modular homes (site built) or Manufactured homes; (Formerly referred to as mobile homes or trailers).
Subject Property Location:
Address

City
State
Zip

County
Does borrower own other real estate willing to collateralize? Yes
No
If "Yes," please give the address(es) and/or APN number(s), city, state, zip, total amount owed on each property, value of each property, current lien positions (1st, 2nd, 3rd), and a brief description of each property:
Lien Information

First Position Loan:

  

Second Position Loan:

  

Third Position Loan:

Balance:

  

Balance:

  

Balance:
Date Acquired (mm/dd/yyyy):
   Date Acquired (mm/dd/yyyy):
   Date Acquired (mm/dd/yyyy):

Maturity Date (mm/dd/yyyy):

  

Maturity Date (mm/dd/yyyy):

  

Maturity Date (mm/dd/yyyy):
Status:   Status:   Status:
Status Detail:
   Status Detail:
   Status Detail:
Status Date:
   Status Date:
   Status Date:
Disposition:
Remain
Pay Off
 
Disposition:
Remain
Pay Off
 
Disposition:
Remain
Pay Off

Payoff Amount if Applicable ($):

   Payoff Amount if Applicable ($):
   Payoff Amount if Applicable ($):
Credit Information
Mortgage Lates:
 30 Days  60 Days  90 Days  120 Days
Past 12 Months
Past 13-24 Months
Rolling Rolling Rolling Rolling
Rolling Rolling Rolling Rolling
Up to 6 rolling 30-day lates = 1 late. One late of 120 days or greater is considered a foreclosure.
Bankruptcy
Judgements
Tax Liens