Loan Intake Form

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.. mrfireball76 simpcity

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

Search for your lender(Required)

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

Provide the lender's name(Required)

Is this our first loan with you at this lender? We will need your AE's contact info if this is our first loan together at this lender(Required)

Please click YES if you have never submitted a loan to us at this lender. We will request access to your loan or pipeline so we can get started ASAP.

Yes

Provide your AE's name(Required)

Provide your AE's email(Required)

Provide your AE's phone

Lender Login Credentials

Recently lender AEs have been slow to grant us access to your file / pipeline. If you would kindly share your login info below, we’ll get started today. If you are not comfortable sharing your login, please put “N/A” but note that lender logins can sometimes take multiple days and your file will be delayed.

Username or Email(Required)

Password(Required)

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

EMC Correspondent Closing Fee
EMC requires additional work for their correspondent closing files. While we normally charge $150 for corr closings given this level of work, we offer a reduced rate for EMC brokers since they have a closing team that helps alleviate this work.
This reduced rate will be reflected in our final TPP invoice list on the LE.

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
If you want us to use Fin Title, simply put “Fin” in the required fields below.
⚠️ ⚠️⚠️

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.

Loan Status

What status is the loan:(Required)

Remaining Information

Do you want your processor to communicate with 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

Do you prefer that we use SmartFees or your preferred fee sheet?(Required)

If fee sheet, ensure that it’s in your LOS otherwise we will assume your preferred fees are in the fee details for your loan.

SmartFees

Fee Sheet

LOS Fee Details

Other

🚨 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)

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

Viable File: Have you collected the following documents and uploaded them to your LOS or shared with us directly?(Required)

1. Income Documents (paystub, W2, tax returns, etc.)
2. Purchase Contract or Mortgage Statement
3. Photo ID
4. Credit Report
5. HOI (existing or quote)
6. Proof of taxes
7. REO docs

These are the minimal documents required for Initial Submission to UW.. For this fee, we will generate the exact document list for this loan type then email, call, and text your client (and CC you) exactly one time for the docs. If borrower is unresponsive, it will be your responsibility to collect the documents in order for us to submit to UW. Alternatively, you can collect these as part of your pre-qualification of the borrower but we cannot submit to UW until we have all these documents.

Yes, I have collected all necessary documents for Initial Submission to UW

No, I have NOT collected all necessary documents for Initial Submission to UW (+$250)

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

To Loan Factory LOs: Loan Factory requires us to keep MOSO updated daily. We charge $100 for this service.

C2 Financial requires extensive post-closing work once the loan funds (ie: stacking order, tight deadlines, etc). We add +$100 for these updates.

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

Condo with HOA (+$250)

Not a condo

Is this file a re-submission?(Required)

Yes, this is a resubmission (+$100)

No, this is not a resubmission

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

Your Estimated Close Date (ECD) is within 21 calendar days. We will charge a rush fee. If you want to avoid this fee, push out the ECD to beyond 21 days from now. Scroll up to the ECD date picker above to make the change.

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. 🚨

C2 Financial charges all LOs $50 Admin Fee on closing. We will add +$50 to the LE to cover this fee.