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Forms



The below forms are for your convenience to use as needed.

Please make sure to complete pertaining forms in full, sign and submit.

Each form has two options for submission:
To Complete Online                To Download


Once you have completed the required forms, please upload them to your portal link previously provided by the loan concierge team.
Borrower
Information 
Forms

Disclosure
Forms

House Hunt
Signature

Loan
Application

Unless you already filled out application form 1003 with your lender, it needs to be filled out here in full and signed.                 

Credit Card
Authorization

Credit Report
Link

Please use this link to submit your credit report.

A credit card is required to pay a one-time charge.

Credit Card
Authorization

Credit Card
Authorization

This form authorizes lenders to use the borrower's credit card for credit reports and appraisal submissions only.

Credit Card
Authorization

Personal Financial
Statement

This form identifies the borrower's financial condition.

Credit Card
Authorization

Property Insurance
Sample

This form may be provided to the borrower's insurance agent as a sample to meet lender requirements for property and casualty insurance.

Credit Card
Authorization

Non Owner Occupied Affidavit

This form states that you do not occupy the property and that you have a separate primary residence where you live full time

Credit Card
Authorization

Electronic Disclosures Consent

This form provides consent and acknowledgment by the borrower that all electronically signed documents carry the same enforcement as a regular wet signature.

Credit Card
Authorization

Credit Report Authorization

This provides consent by the borrower to perform a credit report.

Credit Card
Authorization

Notice To Receive
Appraisal

This form provides consent by the borrower for the lender to receive and review an appraisal.  

Credit Card
Authorization

Commercial Loan
Disclosure

This form provides an acknowledgment by the borrower that this is a commercial loan, and the funds will not be used for personal purposes, but only for business and/or investment purposes.

Credit Card
Authorization

Non Owner
Occupied Letter

This form may provide to your insurance agent as sample to meet lender requirements for property and casualty insurance on the property

Credit Card
Authorization

Renovation Budget
Form

This form is only required if you are applying for a renovation/construction loan, otherwise this form is not required

Credit Card
Authorization

Income and Expense
Statement

This form identifies all income and expenses generated by the property.

Credit Card
Authorization

ACH
Form

This form provides lenders with borrower account information for processing monthly interest payments after the closing of the loan.

Credit Card
Authorization

W9
Form

This form must be filled out by all entities for tax reporting purposes.

Credit Card
Authorization

REO & Borrower Experience Form

This form must be filled out with information on all the properties that you have owned and/or own at present time.

Credit Card
Authorization

Investment & Non-Primary Residence Use Letter

This form states that this is an investment property and is provided as a sample only, and must be handwritten and signed by hand

Credit Card
Authorization

Renovation Budget
Form

This form is only required if you are applying for a renovation/construction loan, otherwise this form is not required

Credit Card
Authorization

Credit Card
Authorization

Property Information
Forms

Loan Application

Unless you already filled out application form 1003 with your lender, it needs to be filled out here in full and signed.                 

Credit Report Link

Please use this link to submit your credit report.

A credit card is required to pay a one-time charge.

Credit Card Authorization

This form authorizes lenders to use the borrower's credit card for credit reports and appraisal submissions only.

Personal Financial Statement

This form identifies the borrower's financial condition.

Property Insurance Sample

This form may be provided to the borrower's insurance agent as a sample to meet lender requirements for property and casualty insurance.

Non Owner Occupied Affidavit

This form states that you do not occupy the property and that you have a separate primary residence where you live full time

Loan Application

Unless you already filled out application form 1003 with your lender, it needs to be filled out here in full and signed.                 

Credit Report Link

Please use this link to submit your credit report.

A credit card is required to pay a one-time charge.

Credit Card Authorization

This form authorizes lenders to use the borrower's credit card for credit reports and appraisal submissions only.

Personal Financial Statement

This form identifies the borrower's financial condition.

Property Insurance Sample

This form may be provided to the borrower's insurance agent as a sample to meet lender requirements for property and casualty insurance.

Non Owner Occupied Affidavit

This form states that you do not occupy the property and that you have a separate primary residence where you live full time

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