Section guides

Financial Information (real estate)

Section Guide - Financial Information (real estate) This section is for real estate assets you own, including your primary residence, vacation homes and investment properties. If you have more than one real estate asset, click the ADD button near ...

Financial Information Section Help

Section Guide - Financial Information (assets and liabilities) If you have connected a Plaid account, most of these fields will be pre-filled for you.  Check them quickly to make sure they are accurate and update them if necessary. If you have not...

Borrower Information Page Help

How to complete this section This form is an exact copy of the Fannie Mae Uniform Residential Loan Application (commonly referred to as an URLA or form 1003). It is accepted by all lenders in the US. You can find Fannie Mae's detailed instructions...

Declarations Help

Section Guide - Declarations Please read this page carefully and answer ALL questions.  If you need any guidance, please refer to Fannie Mae's detailed guidance at the link below                https://singlefamily.fanniemae.com/media/7036/display

Loan and Property Information

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...

Acknowledgements and Agreements Section Help

Section Guide -  Acknowledgements and Agreements Please read this page carefully and acknowledge ALL statements.  If you need any guidance, please refer to Fannie Mae's detailed guidance at the link below                https://singlefamily.fannie...

Military Service Section Help

Section Guide - Military Service Answer this question for all loan types, then complete the rest of the section as applicable

Demographic Information Help

Section Guide - Demographic Information Complete this section by either providing the demographic information or checking  I do not wish to provide this information for Ethnicity, Sex, and Race. This information is NOT SHARED with prospective bro...

Supporting Documents Help

Section Guide - Supporting Documents In this section, please provide Proof of Income and Proof of Assets if you have not connected a Plaid account. Please also provide a Gift Letter, if appropriate.

Identity Verification

Section Guide - Identity Verification Each borrower must complete the Veriff application in this section.