Lead Intake — VDT Mortgage

1 Lead

First name

Last name

Email

Phone

FUB ID

DOT ID

Source

Mortgage team

Origination

Client intake specialist

Originator name

2 Situation

Current situation

Mortgage status

What area are you looking to purchase? zip

Owned a home in last 3 years?

Prequalified lender

3 Buy details

Estimated purchase price $

Property type

What is most important?

Specific home already picked?

Home address the specific home they want

4 Qualifier

Estimated credit score 300–850

Estimated annual income $

Accessible cash $ (for down payment / costs)

VA loan?

Self employed?

Self-employed since need 9+ months

Has a co-signer?

Co-signer is SE or W2?

Co-signer approx yearly income $ — becomes the qualifying income

Two consecutive mortgage lates?

DSCR / investment property? qualifies on rent, not income

5 Live Transfer

Proceed with app? override

Auto-set by the qualifier — flip only to override. When Proceed = YES, set the live transfer and loan officer in the console →.

6 Income interview

Two years residential / work history

How are you currently paid?

Hourly rate $/hr

Hours per week 40 max — put extra in Overtime below

Yearly salary $

Monthly fixed income $/mo

Fixed income type SSI grosses up 115%

Bonus paid how often?

Last bonus amount $

Additional income

Additional income how often?

Last additional amount $

Overtime hours per week calc'd at 1.5× hourly

Owed the IRS last year?

How much owed? $

Computed income (read-only)

Base

Bonus

Overtime

Other

Total salary

Employment

Company

Title

Job start date

Access to paystubs?

Adding a co-signer?

Co-signer

Co-signer name

Co-signer email

Co-signer employed?

Estimated yearly income $

Employer

Title

Start date

7 Applicant details

Current home address — where they live now

Start typing to search Google autocomplete

House number

Street name

City

State

Zip

County auto-fills from address

When did you move in?

Applicant

Ideal purchase price $

Current living situation

Lease expiration

Marital status

Citizenship status

Working with a realtor?

Are they committed?

8 Home to sell

Address of home to sell

Ideal sales price $

Years lived there

More than 2 hrs from where they're buying?

9 Availability

Time zone

General availability / best time to reach note whatever they tell you

When scheduling, the assigned LO's calendar is in the console →.

10 Notes

Notes