Axia Financial, LLC
Submission Form Client Name(s) ____________________________________________________________________ Please Print Address___________________________________________________________________________ Phone_____________________________ Email__________________________________________ Loans to Modify:
Estimated Market Value $_______________
1st Mortgage Lender ______________ Loan Number _________________ Interest Rate __________% 2nd Mortgage Lender______________ Loan Number _________________ Interest Rate __________% Basic Questions:
Circle All That Apply:
What type of loan is the first Mortgage?
Interest only Fixed Adjustable
When is the loan set to adjust?
Already has
1-2 months
3 months or more
Does the monthly mortgage payment include escrows?
Yes
No
Are they in foreclosure?
Yes
No
What was the date of filing? Did they receive an NOD letter? Yes
Option Arm
___________________________________________ No
Date received ________________________________
Is there a “Notice of Sale”?
Yes
No
Do they occupy the property
Yes
No
Have they had the loan at least 1 year?
Yes
No
Are they currently behind on their mortgage?
Yes
No
How many months behind? ______
Have they done a loan Modification or Rate freeze in the last 12 months?
Yes
No
Stacking order: 1. Submission form 2. Payment form/fee agreement 3. Mortgage statement 1st 4. Mortgage statement 2nd (if applicable) 5. Authorization to Release Information 6. Hardship letter (signed) 7. Financial Worksheet completed and signed by borrower 8. Blank Financial Worksheet signed by borrower 9. Last two years W2’s (if self employed need tax returns all pages) 10. Wage-earners - 2 current paycheck stubs 11. Tenant rent or other income (if applicable) 12. Bank statements (last three months) 13. Business bank statements (last three months if self employed) Submitting Broker or Agent ___________________________Phone # __________________________