Jumbo and Non-QM Scenario Form
This form is for new loans and business use only.
General Information
Scenario Type
Please select...
Credit
General Question
Income
Pricing
Program
Property
Reserve
Channel
Please select...
Wholesale
Correspondent
Contact Information
First Name
Last Name
Your NMLS#
Email Address
Phone
Company Name
Company NMLS#
Account Executive
Start typing, then select from the dropdown. Leave blank if you don't have or remember your AE.
Account Executive (text)
Leave blank if you don't have or remember your AE.
AE Salesforce ID
Property & Transaction Information
Loan Amount
Desired Program
Please select...
Jumbo Plus
Laguna
Malibu
Malibu Plus
Manhattan
Venice DSCR
Zuma Non-QM
Other
Loan Purpose
Please select...
Purchase
Refinance Rate/Term
Refinance Cash-Out
LTV / CLTV
Doc Type
Please select...
1 Year Full Doc
2 Year Full Doc
Asset Depletion
Personal Bank Statements
Business Bank Statements
WVOE
P&L Only
1099
DSCR
Occupancy
Please select...
Primary Residence
Secondary Residence
Investment
Property Type
Please select...
Attached
Detached
PUD
Condo
Attached Condo
Detached Condo
2-4 Unit
Financed Properties
Top Ratio
DTI (Bottom Ratio)
Cash Out Amount
City
State
Please select...
AK
AL
AR
AZ
CA
CO
CT
DE
FL
GA
HI
IA
ID
IL
IN
KS
KY
LA
MA
MD
ME
MI
MN
MO
MS
MT
NC
ND
NE
NH
NJ
NM
NV
NY
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VA
VT
WA
WI
WV
WY
Zip Code
Borrower Information
Credit Score
Housing History
Please select...
Rent Free
12 Month
24 Month
30 Day Lates
60 Day Lates
90 Day Lates
Number of Dependents
Is the borrower a first time home buyer?
Yes
No
Has the borrower had a bankruptcy?
Yes
No
How long ago was the bankruptcy?
Please select...
1 Year
2 Years
3 Years
4 Years
5 Years
6 Years
7+ Years
N/A
Has the borrower had multiple bankruptcies?
Yes
No
Has it been discharged?
Yes
No
When was it discharged?
Has the borrower had a foreclosure?
Yes
No
How long ago was the foreclosure
Please select...
1 Year
2 Years
3 Years
4 Years
5 Years
6 Years
7+ Years
N/A
Has it been discharged?
Yes
No
When was it discharged?
Has the title transfer been recorded?
Yes
No
When was the title transfer recorded?
Has the borrower had a short sale?
Yes
No
How long ago was the short sale?
Please select...
1 Year
2 Years
3 Years
4 Years
5 Years
6 Years
7 Years
N/A
Has it been discharged?
Yes
No
When was it discharged?
Has the title transfer been recorded?
Yes
No
When was the title transfer recorded?
Include any additional information regarding this scenario.
Contact Information