Fillable Consumer Purpose Sub Form printable pdf download

08/01/16

Page 1 of 3

CONSUMER PURPOSE SUBMISSION FORM

Borrower Details

Does Borrower(s) fluently speak and read the English language

Your ATHAS CAPITAL Account Executive:

with full understanding? Yes

No

Saar Barad

BORROWER:

_____________________________________________

Phone:

877.877.1477 ext. 211

CO-BORROWER: __________________________________________

Fax:

818.647.0175

Submission Email:

ENTITY/NAME WHO HOLDS TITLE:_______________________

___________________________________________________________

****Submission Checklist****

Email:

PROPERTY STREET ADDRESS: _______________________________

Complete Submission Form.

•

___________________________________________________

•

Complete 1003.

Credit for all Applicants.

•

CITY: ________________________ STATE: ________ ZIP: __________

•

Accepted Purchase Agreement if Purchase.

Loan Details

•

All income documentation.

If a Refinance: Accurate Estimated Closing Disclosure or

•

Estimated Value:

$____________________________

Closing Statement from and for the title and escrow

company that will be handling this contemplated transaction

Purchase Price:

$____________________________

with all title, escrow and recording fees that are specific to

this transaction. No basic quotes, basic rate tables, HUD-1

Loan Amount:

$____________________________

or GFE are accepted.

LTV: __________________

CLTV:

If a Purchase: Accurate Estimated Closing Disclosure or

•

Closing Statement from and for the title and escrow

company that will be handling this contemplated transaction

Broker Compensation

with all title, escrow, recording, prorations and transfer fees

for both buyer and seller side that are specific to this

Broker is Charging: _____________ Other Fees:______________

Select

transaction. No basic quotes, basic rate tables, HUD-1 or

Purpose/Occupancy/Doc Type/Property Type

GFE are accepted.

Athas will be relying upon these fees for TRID disclosures so they

Type of Loan:

must be accurate and specific to the transaction.

Purchase

Cash Out

Rate & Term



Please contact your AE should you have any questions.

Occupancy:

Broker Information:



O/O



Home



N/O/O

Term – Subprime:

:____________________________

Company’s Name



7/23 – 7 year fixed



30 year fixed

Are you approved with ACG?:

Yes



Down Payments & Closing Costs:

If Yes, your broker approval ID#: ______________



Sourced & Seasoned 60 days

Sourced but NOT seasoned



__________

Brokers License #: DRE

CFL

Partial gift of funds



100% gift or funds

:_____________________________

Brokers NMLS #

Doc Type:



Full Doc

: __________________________

Asset Depletion

Loan Officers Name



24 Months Personal Bank Statements (Alt Doc)



(All individuals on banks statements must be on loan application)

: ________________________

Loan Officers NMLS #

12 Months Personal Bank Statements (Alt Doc)



(All individuals on banks statements must be on loan application)

: ________________________

Loan Officers Phone #

Property Type:

SFR

Condo

Condotel



: _________________________

Loan Officers E-mail



2 Units



3 Units



4 Units

________________________

Loan Processor Name:

Credit Details

______________________

FICO Score:

Borrower________

Co-Borrower________

Loan Processor Phone #:

(Primary Wage Earner)

 Yes

 No

Mortgage lates in past 12 months?

_______________________

Loan Processor E-mail:

#30 Days_____#60 Days_____#90 Days_____# 120+_____

 Yes

 No

Foreclosure in the last 5 years?

This loan needs to close by what date?

If so, how long ago? _________________________________________

____________

______

__________

 Yes

 No

Short Sale in the last 3 years?

Month:

Day:

Year:

 Yes

 No

Bankruptcy in the last 3 years?

Appraisal

Discharge OR Dismissed? _____________ Date: ____________

 I have an appraisal that is within 60 days

Com m ents to Account Executive:

(must submit with file along with invoice to indicate cost of appraisal)

I will use Athas approved AMC



(best option)

By filling out your contact info you are agreeing to receive information via Fax and Email about our products and services.

Consumer Purpose Sub Form

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