Secure digital intake

Mortgage Pre-Application Intake

Complete this guided intake so we can review your goals, basic 1003 details, employment, assets, debts, and document needs before the full loan application.

Borrower information

Start with the primary borrower. Add a co-borrower if one will be on the application.

Required
For safety, only the last four digits are saved from this initial intake. Your loan officer can collect full sensitive documents through the secure lender process.
Additional residences

Add prior or secondary residence history if the borrower has more than one address to report.

Co-borrower

Skip this section if there is no co-borrower.

Optional

Loan goal

Tell us what you are trying to accomplish.

Property details

If you do not have an address yet, estimates are fine.

Additional owned properties

Add rental homes, second homes, or other real estate already owned.

Employment and income

A two-year work history is needed for a clean 1003 file.

Additional income sources

Add bonus, commission, rental, pension, side business, or other income streams.

Assets, credit, and debts

Rough numbers are fine for this intake. Documents can verify the final figures.

Documents likely needed

Check anything you already have ready.

Secure account

Create a password so your intake can be saved into the borrower application workflow.

Ready to submit?

You can save a draft in this browser or submit the intake securely.