Full Name
Organization
Phone
*
Email
*
Who's submitting the referral?
Realtor
Mortgage Broker
Title Agent
Other
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Borrower's Name
Borrower's Phone
Borrower's Loan Type
Purchase
Refinance
Bridge
Cash-Out
Not Sure
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Approx. purchase price or refinance amount
$
Property State
Borrower's Occupancy
Primary
Investment
Second Home
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Check any loan obstacles that may apply?
Income docs don’t qualify (self-employed, 1099, P&L)
Credit score too low
DTI too high
Property is non-warrantable
Foreign national
Asset-based loan needed
Unusual property type
No license in that state
Too slow — need fast close
Other reason:
Are you the primary contact or should we call the borrower directly?
Contact me first
Call borrower directly
Notes we should know about this deal?