Loan Intake Form - Lending House

Loan Intake Form | House Numbers Loan Processing

Loan Officers — You will receive a receipt email immediately upon submitting this form. If you do not receive the email, we did not receive your submission.

What is your email address(Required)

What is your borrower's last name?(Required)

Are you the official originator of record on this loan?

Yes

Full name of the other LO(Required)

Email address of the other LO(Required)

Do you want us to CC this other LO on all emails for this loan?(Required)

Yes

Have you run AUS in your LOS? (LendingPad, Arive, etc)(Required)

Yes, I did an initial AUS in my LOS and the file is approved / eligible

No, I have not yet run AUS in my LOS

AUS is not necessary

Please run AUS in your LOS (Arive, LendingPad, etc) before submitting this form. Note that this is merely an informal check within your LOS and not the formal AUS findings within your lender portal.

This helps us focus on strong files with the highest chance of closing and provide you with the best possible processing service.

Loans without an Approval/Eligible status will be returned to you for additional work. If you have any questions, our support team is happy to help at support@housenumbers.io.

Lender Details

Choose your lender(Required)

If lender not listed, choose “Other / Not listed”

Provide the lender's name(Required)

Do you need to provide us your AE's contact info so we can request access to your loan or pipeline at the lender?(Required)

Yes

Provide your AE's name(Required)

Provide your AE's email(Required)

Provide your AE's phone

Loan Details

How will you be compensated?(Required)

Lender Paid Compensation (LPC)

Borrower Paid Compensation (BPC)

What is your broker fee for this loan?(Required)

Please indicate if this is a flat fee or percentage.

[Optional] Are there any seller concessions?

Please indicate a dollar amount or percentage

Is this a correspondent file?(Required)

Yes

Do you want us to handle the closing for you?(Required)

This includes wire ordering, balancing the final CD, uploading post-closing docs, and anything else related to the closing process.

Yes, handle all the closing process for my correspondent file (+$150)

No, do not handle the closing process for my correspondent file

Please provide more information or details about your preferred closing procedure(Required)

Will this transaction be closing as individuals or as an entity?(Required)

Individual (Sole, Joint, etc)

Entity (LLC, Corp, etc)

Mixed

Escrow Impounds(Required)

Please select Initial Escrow Payment (Deposit)

Insurance

Taxes

Both Insurance & Tax

No Impound

When is your preferred estimated closing date?(Required)

How should we proceed with the appraisal?(Required)

IMPORTANT: Our team will wait for you to tell us in writing (email or text) to order the appraisal. Unless and until we hear from you, we will not order the appraisal so please reach out as soon as you’re ready!

Notes on the appraisal transfer(Required)

Please provide details or contact information about the appraisal transfer

Appraisal report

Please upload a copy of the previous appraisal report

Max. file size: 50 MB.

—- OR —-

Previous lender

If lender not listed, choose “Other / Not listed”

Loan number

AMC full name

Provide the lender's name

Title and Insurance

Do you have a preferred title company?(Required)

Yes, please use my preferred title company

No, the seller will be providing their preference

Title Company Name(Required)

⚠️ ⚠️⚠️ If you do not put a title company here, we will use Fin Title: FinTitle.com ⚠️ ⚠️⚠️

Title Company Phone(Required)

Title Company Email(Required)

Title Company Address

Street Address Address Line 2 City State ZIP Code

Who is the HOI provider? This could be the current provider (for refi) or the borrower’s preference (for purchases)(Required)

Please provide their name and contact information so your processor can get in touch. If you’ve already provided this contact info in the past, just indicate the company you’d like us to use.