Loan Intake Form

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 originating this loan under another loan officer’s license?

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

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

Individual (Sole, Joint, etc)

Entity (LLC, Corp, etc)

Mixed

Escrow Impounds(Required)

Insurance

Taxes

Both Insurance & Tax

No Impound

How should we proceed with the appraisal?(Required)

Appraisal report

Please upload a copy of the previous appraisal report

Max. file size: 50 MB.

Additional notes(Required)

—- OR —-

Previous lender

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

Loan number

AMC full name

Provide the lender's name

Additional notes

When is your preferred estimated closing date?(Required)

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

Please provide the title company that has been selected or that you prefer for this transaction(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, then you only need to put their name here.
⚠️ ⚠️⚠️ NOTICE: if you do not put a title company here, we will use Fin Title: https://www.fintitle.com/ ⚠️⚠️⚠️

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.

Loan Status

What status is the loan:(Required)

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I agree that I have completed the following

Assigned the loan to us in your LOS

Assigned the loan to us in your lender portal or provided your AE’s contact info above

Pulled borrower’s credit report

Shared a copy of the purchase agreement or recent mortgage statements

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Have you assigned us the loan in your LOS and lender website?(Required)

Yes, the loan is now accessible

No, but I will do it soon

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Have you uploaded the 3.4 MISMO to the LENDER's online portal?(Required)

Yes

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Have you locked the rate?(Required)

Yes

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Have you completed initial disclosures?(Required)

Yes

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Has the file been submitted for initial underwriting?(Required)

Yes

Remaining Information

Do you want your processor to communicate to the borrower? (whether by email, sms, or calls)(Required)

Yes

What is the loan program, pricing, details (Prepayment Penalty, Loan Type)(Required)

Have a loan code from the lender? Share it here! This helps us register & disclose your file. You can put “N/A” if you don’t need to add details

🚨 IMPORTANT: Please share more details, information, and loan summary about your client and the loan program.(Required)

Tell us the story behind this loan so we can shape your file for Underwriting. Anything important about the story of your borrower or the loan will be important! Be specific about the details your processor may need.

Loan Processing Fees

This fee will be disclosed on section B of the Loan Estimate

What type of loan is this?(Required)

VA IRRRL, FHA Streamline, or 2nd Mortgage ($399)

Purchase Mortgage, Refinance, or DSCR ($499)

Non-QM (other than DSCR), Renovation, Jumbo, Hard Money, or other loan ($599)

Has the loan been disclosed and signed by your borrower(s)?(Required)

No, the loan disclosures have not yet been signed by the borrower(s) (+$100)

Yes, the loan has been disclosed & signed by the borrower(s)

Do you require any LOS maintenance, including post-closing compliance work(Required)

If you require your processor to make *any* changes in your LOS, like document uploads or updating dates, then please answer yes.

Yes, please keep my LOS updated (+$100)

No LOS updates or post-closing work is required

Is this property a condo with an HOA?(Required)

Condo with HOA (+$100)

Not a condo

Is this file a re-submission?(Required)

Yes, this is a resubmission (+$100)

No, this is a new file

Is this a rush order?(Required)

⚠️ Close date that is within 21 days. ⚠️

Yes, this is a rush order (+$100)

No, this is not a rush order

Total Processing Fees

🚨 Below is the amount we will disclose on the Loan Estimate. If you already disclosed this loan, please make sure the processing fee is at least this amount. 🚨

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Post Custom Field

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Post Custom Field