Mortgage Intake

Client Lookup

Search by phone or name to pull from FUB

Search FUB — name or phone *

No FUB contact found. Fill in name & email manually — deal will still be created in Scarlett.

First Name *

Last Name *

Phone *

Email

Auto-filled from FUB if found

Client Language

Updates the FUB "Language" field

No credit check

Transaction Type *

Property

Type, location, price and down payment

Property Type *

Open to other property types

Will they live in it or rent it? *

City / Area

Purchase Price / Value *

Down Payment

Down payment is a gift

Additional funds for closing costs?

Yes — has extra funds for closing costs

Extra cash on hand for notary, taxes, etc.

No realtor — add reminder to refer to one of our brokers

Project notes

Income

Primary applicant and co-applicant

Primary Applicant

Personal

Marital Status

Citizenship

Relationship

Address

Current Address

Housing Status

Monthly Rent Payment

Time at Current Address

years

months

Employment & Income

Employment Type *

Time at Current Employer

years

months

Annual Gross Income *

Employer / Business

Position / Job title

Previous Employer (less than 3 years at current)

0 / 36 months of history

On maternity / paternity leave

Pension Sources

Other Income

Child Benefit

Receives child benefit or alimony

Additional Notes

Co-Borrower (Applicant 2)

Contact

First Name

Last Name

Email

Cell Phone

Personal

Marital Status

Citizenship

Relationship

Address

Different address than Applicant 1

Employment & Income

Employment Type

Time at Current Employer

years

months

Annual Gross Income

Employer / Business

Position / Job title

Previous Employer (less than 3 years at current)

0 / 36 months of history

On maternity / paternity leave

Pension Sources

Other Income

Child Benefit

Receives child benefit or alimony

Additional Notes

Applicant 3

Contact

First Name

Last Name

Email

Cell Phone

Personal

Marital Status

Citizenship

Relationship

Address

Different address than Applicant 1

Employment & Income

Employment Type

Time at Current Employer

years

months

Annual Gross Income

Employer / Business

Position / Job title

Previous Employer (less than 3 years at current)

0 / 36 months of history

On maternity / paternity leave

Pension Sources

Other Income

Child Benefit

Receives child benefit or alimony

Additional Notes

Debts & Liabilities

Leave empty if no debts

Applicant 1

Previous bankruptcy or consumer proposal

No debts added yet — click below to add one.

Other Properties Owned

Properties the client owns besides the subject property

None added — click below to add one.

Bank Preferences

Lender preferences and competitor offers

Lender Preference

Current Lender

Competitor Rate Offered

Additional Notes

To which Scarlett?

Where the deal is created in Scarlett — default RMTT.

Submission History