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 Information 

Primary Borrower Name 




Co Borrower?
YesNo


Co Borrower Name





Primary Borrower Email 



Primary Borrower Phone




Property Location 
DC Maryland


Property Address 



Borrower Race and Ethnicity (Check all that apply) 
Black/ African American Hispanic/WhiteHispanic or Latino 


Does the Borrower meet the HUD criteria to qualify as a first-time homebuyer?
Please select...
Yes
No



Title Company Information 


Title Company 



Title Company Contact Name 




Title Company Contact Email  



Title Company Contact Phone 







Estimated Closing Date 



Is the closing date set or firm?
YesNo



Estimated First Payment Date 



Loan Information 



Loan Officer Name



Loan Officer Email Address





HPAP 
YesNo


HPAP NOE Received?
Yes No


Projected Amount of HPAP 






Is the Borrower’s total debt-to-income (DTI) ratio, including their monthly mortgage payment, at or below 45%?
Please select...
Yes
No



Has the Borrower received a Conditional Approval Letter from the First Trust Mortgage Lender?
YesNo


What is the date the Borrower's Conditional Approval Letter expire for the First Trust Mortgage Lender?




Desired HBCFE Loan Amount

HBCFE provides up to 20% of the purchase price as Down Payment Assistance after subtracting any additional subsidy. If unsure of the amount, enter Max. 



Borrower's Income 



Purchase Price of Property



Appraised Value  of Property



Interest Rate

Projected interest rate quoted by 1st trust mortgage lender. 


Comments and/or additional information.


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





HBCFE_DPA@CFENTERPRISES.ORG