Lender Questionnaire
Our seller is requesting that these questions be answered before they will respond to any offer. If you are
writing an offer, please have the buyer’s lender complete this questionnaire, and submit it with the
purchase agreement so that your buyer’s offer may be properly considered. This is not mandatory,
however, it is helpful. Thank you.
Borrower Name(s):
_____________________________________________
Property Address:
_____________________________________________
Have you met with this borrower in person?
_________________
Have you physically received W-2s, tax returns, etc.?
_________________
Have you verified employment?
_________________
Have you verified cash to close?
_________________
Does the borrower have a property to sell?
_________________
What are the conditions of the approval you have provided other than acceptable title
work and appraisal?
______________________________________________________
Is your company a bank, broker or correspondent lender?
__________________
Do you underwrite, process, and fund in your name or someone else’s?
__________________
How long have you been originating loans and how long have you been at your current
company?
__________________
When does the closing package get sent to the title company: after the loan is CTC or
before?
__________________
Does the loan have an automated underwriting approval?
__________________
I hereby certify that the information provided above is true and correct to the best of my
knowledge.
Signature of Loan Officer: _______________________________
Date: _______________
NMLS number: _______________
Company: ___________________________________________
Phone: __________________ Email: ________________________________