Non-Agency Scenario Worksheet

Submit a Non-Agency Scenario

Please completely fill out all required fields.

Client Name*
Client ID (if available)
Contact Name*
Email*
Phone*
Business Development Director's Name*
Date*
MM slash DD slash YYYY
Programs
Check appropriate.*
- Jumbo AUS
- Jumbo PLUS AUS
- Investor Plus
- DSCR
- Bank Statement
Loan Specifics
Occupancy*
Loan Amount*
Purchase/Sales Price*
Appraised Value*
LTV/CLTV*
DTI / DSCR*
FICO / Score*

(Middle)
Reserves Available Post Closing*
Number of REO*
Years borrower has owned REO?*

(If applicable)
Is the property a condo?*
- Yes
- No
Additional loan detail for consideration.*
(Comp factors)
Note: This form does not replace the loan submission requirements and is only acting as a guide to provide communication on the above products. This is not considered an approval. A full and complete underwriting is required. Please contact your Account Executive for additional info.

All Agency products are offered through Lakeview Loan Servicing, LLC. NMLS #391521, 4425 Ponce de Leon Blvd, MS 5-251, Coral Gables, FL 33146. All Non-Agency/Jumbo products are offered through Community Loan Servicing, LLC. NMLS #2469, 507 Prudential Road, Horsham, PA 19044, Both are Equal Housing Lenders. All Programs referenced herein are offered to qualified residential lending institutions only and are not applicable to the general public and/or individual consumers. www.nmlsconsumeraccess.org

Submit a Non-Agency Scenario

Programs

Loan Specifics

You are now leaving Lakeview Correspondent