Jumbo Submission Form
2YRS W2’s & Taxes /
Cur. Paystub
Broker Information
Account Executive Information
Broker Name:
WestGen Account Executive:
Loan Officer Information
Processor Information
Loan Officer:
Processor:
Loan Officer Email Address:
Processor Email Address:
Loan Officer Phone Number:
Processor Phone Number:
Borrower and Co-Borrower Information
Borrower Name:
CoBorrower Name:
Borrower Email:
CoBorrower Email:
Loan Information
Loan Details
Transaction Type:
Proper
ty Value:
Loan Term:
Loan A
mount:
Property Type:
Interest or
Expected Rate:
Occupancy: LTV%:
Borrower Paid Comp Amount ( $ / % ): CLTV%:
Third Party Processing Fee?* Select:
A
mount:
Impounds:
Fee Buyout:
Escrow Information
Settlement Agent:
Settlement Agent
Phone:
Settlement Agent
Email:
Expected Close Date:
Supporting Documentation
WestGen Loan Submission Requirements:
To avoid a 24-hour delay, submit your estimated fees.
Submission Documentation
1003 Signed by Loan Officer w/ a Completed
Schedule of Real Estate
Borrower’s Authorization Signed and Dated Prior to
Credit Report
2 months Asset Documentation Purchase Contract (If Applicable)
Income Documentation: Preliminary Title Report
Current Rental Agreements (If Applicable)
Mortgage Statements/Tax/Insurance Information for all
REO Properties
Hazard Insurance & Flood Insurance (If Applicable) Credit Report Dated less than 60 Days at Submission
COE Date:
(if Purchase)
Select:
Select:
Select:
Select:
Yes
Select:
Select: