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We recommend you copy or print the Reverse Exchange Pre-Qualification Worksheet and Additional Information form to submit by fax or email at your earliest convenience.
Reverse Exchange Pre-Qualification worksheet and the Additional Information form (Word Files). Completing these two forms provides us with a financial snapshot in leau of a completed loan application, particularly for residential investment properties. It helps us approach specific lenders to initiate your Reverse Exchange loan underwriting and funding.
Uniform Residential Loan Application Form 1003 (pdf) Lenders use this form to obtain financial information about an applicant who applies for a conventional one-to-four family mortgage. Roman numerals in these instructions correspond to the sections on the form. Instructions.
Cash Flow Analysis Form 1084 (pdf) An excellent worksheet to help in preparing the Form 1003 and as supplemental information. Primarily for those with Rental Income or who are self employed.
Personal Financial Statement (Word) This Small Business Administration designed form compliments the Commercial Mortgage Loan Qualifying Information Form above. This information may or may not be used in a financing application, with permission of the borrower.