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九鑫商业贷款
9F Loan
Scenario
Training
Boot Camp Q1'22
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Residential Purchase / Refinance
Today's Date
Company Name
Client Name
Email
Phone
FICO
Loan Purpose
*
Purchase
Rate and Term Refi
Cash Out Refi
Property Address
City
State
Zip Code
Purchase Date
Credit Score
Purchase Price
If Purchase, what is the down payment?
As-Is Value
If Refi, Current Loan Amount
If Refi, Cash Out Amount
Monthly Rental Income
Annual Tax
Annual Insurance
Annual HOA
How many investment properties owned?
Is client a US Citizen or Green Card?
*
US Citizen
Green Card
Other
9 Fortunes Consultant Name
9 Fortunes Consultant Membership ID
9 Fortunes Consultant Phone
9 Fortunes Consultant Email
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