Residential and Commercial Loan Intake

Residential and Commercial Loan Prequalification

A smarter first step for the best loan that you actually need. Share the essentials once, then let the application adjust around your property, financing goal, and experience.

Start Application Call 800-407-5696

Focused questionsOnly see questions that apply to the loan being requested.

Asset manager reviewYour request is organized for the person guiding the loan approval process to ensure the best possible outcome.

Secure information handlingDocuments and sensitive borrower information are handled securely with encryption.

Tell us where to begin.

This first step routes you to the right questions. Choose Basic for preliminary terms, Advanced for additional underwriting detail, or Full 1003 Application to complete the entire residential mortgage application.

Application detail

Basic Advanced Full 1003 Application

Public loan request For new visitors and borrowers sent to the main website. Secure Intake

What type of property are you financing?

Your answer controls the loan programs and follow-up questions shown next.

Residential 1-4 UnitsRental, bridge, fix-and-flip, renovation, or construction Commercial or 5+ MultifamilyInvestment, owner-occupied, bridge, or development LandAcquisition, refinance, entitlement, or future construction

What are you trying to accomplish?

Choose the closest option. The full intake will adjust if the scenario changes.

How can we reach you?

Enter your contact and routing information once. It will carry into the loan questions that follow.

First name Last name Email Phone Company, if applicable

Have you already spoken with someone on our team?

This helps route your request to the correct asset manager.

Yes No

Your answers will be saved securely for review by your loan team.