NOO Intake Form
Non Owner Occupant (1 to 4 family) Intake Form
Client Name
Client Phone Number
Client Email
Target Purchase/Refin Address
Borrower Residency
Select an option
US Citizen
Green Card
Foreign National
Type of investment property
Select one
Single Family
Two Family
Three Family
Four Family
Warrantable Condo
Non-warrantable condo
Client Credit Score
Purchase price or current value
Loan amount request ($ or %)
Refin or Purchase
Select One
Purchase
Cash Out Refinancing
Refinancing only (no cash out)
Estimate Monthly Total Rent
Estimate Real Estate Tax (Annual)
Estimate Insurance (Annual)
Does the property belong to an association (Monthly HOA amount)
Does the borrower own a primary property?
Yes
No
Does the borrower own other investment property?
Yes
No
For loan broker submittion, please provide your name
Loan Broker Email
Loan Broker Phone
Loan Broker Company Name
This investment property loan is based on both the appraised value and a market rent analysis. The loan amount will be determined by the lower of the actual rent received or the market rent value established in the analysis.
Acknowledged
The borrower understands that the monthly mortgage payment will include escrow amounts for real estate taxes and insurance premiums. Loan servicing will be handled by a third-party servicer.
Acknowledged
The borrower must provide two months of bank statements showing sufficient funds to cover the closing costs, down payment, and maintain a liquid cash reserve. deposits or transfers will require by an explanations.
Acknowledged
The appraisal report will be conducted by a licensed third-party vendor. Please ensure that the property's condition complies with local regulations.
Acknowledged
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