Section Guide - Loan and Property Information
Loan Amount
This is the amount you want to borrow
Occupancy
This is the type of residence it will be for you
Loan Purpose
Is this a purchase (new home) or a refinance or something else?
Complete if the property is a 2-4 Unit Primary Residence or an Investment Property
Expected Monthly Rental Income
How much total monthly rental income will this property produce, if any?
Address Details
What is the address of the property for which you are seeking the loan?
Number of Units
How many units are in the property?
Property Value
What is the approximate value of the property? This is likely different than the assessed value of the property.
Mixed Use Property
Will the property also be used as a business you operate?
Manufactured Home
Is the property pre-built in a factory and secured permanently to the land or via a permanent chassis?
Other New Mortgage Loans on the Property You are Buying or Refinancing
Are you applying for other new mortgage loans other than this one for the property? A common example would be taking a second lien for a purpose like a business loan?
If so, please add the Creditor Name, Lien Type, Monthly Payment, Loan Amount or Amount to be Drawn and Credit Limit on the loan.
If you will have more than one Other New Mortgage Loans on the property, use the "+" symbol to add another row.
Gifts or Grants You Have Been Given or Will Receive for this Loan
Did you receive a cash or equity gift or grant for this loan? If so, complete the Asset Type, whether or not it has already been deposited in your account, the source of the funds and the Cash or Market value (if an Equity Gift).
If you have more than one mortgage loan on the property, use the "+" symbol to add another row.
If you have more than one Cash or Grant for this loan, use the "+" symbol to add another row.