Deal Request

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DEAL REQUEST
Name
Phone Number
Company Name
Purchase or Refinance
First, Second or Third Mortgage
Residential or Commercial
Principal Amount Requested ($)
LTV
Term Length
Rationale for Loan
Exit Strategy
Requested Closing Date
date_range
Debts to be Paid out
Is there a cash out amount? If YES what for?
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SUBJECT PROPERTY/COLLATERAL
Has an appraisal been completed? If Yes, Date of completion and appraisal company + value
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Notes on appraisal (Average/Above Average or Fair/Below Average) Market Exposure, any special notes. See comments on the appraisal report.Example: Appraisal completed on September 7th, 2018 by Metrowide Appraisals. House in Good Condition, valued at $1,150,000. Property in a well maintained suburban area, with an average 30 day market exposure period.
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First Mortgage
Lender
Current Mortgage Balance ($)
Interest (%)
Monthly Payment ($)
Maturity Date
date_range
Missed or late payments? If yes, please explain
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Property Tax Amount
Paid by borrower or lender?
Maintenance Fees ($) (if applicable)
Second Mortgage (if applicable)
Lender
Current Mortgage Balance ($)
Interest (%)
Monthly Payment ($)
Maturity Date
date_range
Missed or late payments? If yes, please explain
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Third Mortgage (if applicable)
Lender
Current Mortgage Balance ($)
Interest (%)
Monthly Payment ($)
Maturity Date
date_range
Missed or late payments? If yes, please explain
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CREDIT
Name Of Borrower #1
Beacon Score
Trades
Balance
Payment
Interest Rate (%)
Name Of Borrower #2
Beacon Score
Trades
Balance
Payment
Interest Rate (%)
Questions on Credit History
Missed or late payments? If yes, please explain
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Derogatory accounts (proposals, bankruptcies, judgements)? If so please explain
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Will the proceeds be used to pay out debt? If so how much.
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INCOME / CAPACITY
Borrower #1 Income Information
Salary/Hourly/Self Employed?
Annual Income
Name of Employer
Income documents (6 months bank statements & business registration for self employed, 1 pay stub & job letter for salary)upload
cloud_uploadUpload
Borrower #2 Income Information
Salary/Hourly/Self Employed?
Annual Income
Name of Employer
Income documents (6 months bank statements & business registration for self employed, 1 pay stub & job letter for salary)upload
cloud_uploadUpload
TDS/GDS Ratio (Subject to change)
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