Lender Referral Form

    
    
    
    
            

    

    
    
    
    
    



    

    


HBCFE Partner Lender Referral Form 

This form is intended to be completed by the Borrower's First Trust Mortgage Lender Loan Officer.


Borrower(s)

Primary Borrower Name 



Co-borrower?
YesNo


Co Borrower Name




Primary Primary Borrower's Email 



Primary Borrower's Phone





Primary Borrower's Ethnicity (check all that apply) 
Hispanic or LatinoNot Hispanic or Latino 


Primary Borrower's Race (check all that apply) 
American Indian or Alaskan NativeAsianBlack or African AmericanNative Hawaiian or Other Pacific IslanderWhite


Do the Borrower(s) meet the program's criteria to qualify as a first-time homebuyer?
Please select...
Yes
No


Please provide the Borrower(s) Income. 





Property

Is there an active sales contract presently?
YesNo


Property Location 
District of ColumbiaBaltimore CountyBaltimore CityPrince George's CountyCharles County



STOP
You cannot submit this referral until the borrower has an active contract. We do not accept referrals that do not have an active contract to our program at this time.


Property Address 



Purchase Price of Property



What type of transaction? 
Standard SaleShort SaleForeclosureProbate/Estate SaleNew ConstructionOther



Appraised Value  of Property

If the appraisal was waived, please indicate as such by inputting "Waived."



Appraisal Date



Estimated Closing Date 



Is the closing date firm?
YesNo



First Trust Lender


Loan Officer Name



Loan Officer Email Address





Loan Processor Contact Name



Loan Processor Email Address





Pre-Approval

Has the Borrower received a pre-approval letter from the First Trust Mortgage Lender?

YesNoPre-approval from a 1st trust mortgage lender is required to process referral application.



What date does the Borrower's pre-approval letter expire for the First Trust Mortgage Lender?



Upload the pre-approval letter





Additional Assistance


Is the borrower applying for another assistance program?
YesNo


Which Program?
HPAPDC Open DoorsEAHPOther


Please provide program name.



Please provide the projected amount for the Assistance Program 



Has the Notice to Proceed (NTP) been received?
Yes No




Is the borrower expected to receive grant money? 
YesNoProbably


Please provide the expected total in grants.





HBCFE


Input the desired HBCFE Loan Amount

HBCFE offers up to 20% of the purchase price, with a maximum limit of $60,000. If the borrower receives grants, the total amount provided by HBCFE will be reduced by the grant amount. If you are unsure of the grant amount, please enter the maximum limit. 




First Trust Loan Amount

Can be the estimated or projected amount.



Interest Rate

Projected interest rate quoted. 




Estimated First Payment Date 




Considering the factors, will the Borrower’s total debt-to-income (DTI) ratio, including their monthly mortgage payment, at or below 45%?
YesNo



Title Company 


Title Company 



Title Company Contact Name 



Title Company Contact Email  



Title Company Contact Phone 





Comments and/or additional information.

Please share any additional information that you consider relevant to this referral.



By submitting this form I am certifying that the information given is true and accurate to the best of my ability.
I understand

To submit this referral, please verify that all required conditions have been met. If the submit button is not visible, kindly review the entered details and make any necessary corrections before proceeding.






HBCFE_DPA@CFENTERPRISES.ORG