LO Name
*
Vercy Jones Jr
Juan Velasquez
Geofrey Garcia
Chris Ristau
Ryan Evanson
Michael Gordon
Edgar Ramirez
Refugio Parra Jacobo
Margaret Smethers
Latrise Edwards
Emanuele Mayer
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# of Borrowers
1
2
3
4
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Borrower #1 First Name
*
Borrower #1 Last Name
*
Borrower #1 Phone
Borrower #1 Email
Borrower's primary language
English
Spanish
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Co-Borrower First Name
Co-Borrower Last Name
Co-Borrower Phone
Co-Borrower Email
Co-Borrower #2 First Name
Co-Borrower #2 Last Name
Co-Borrower #2 Phone
Co-Borrower #2 Email
Co-Borrower #3 First Name
Co-Borrower #3 Last Name
Co-Borrower #3 Phone
Co-Borrower #3 Email
Do you Want To Assign this person to the Workflow?
Yes
No
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Do you want to send the app link?
Yes
No
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What type of transaction?
*
Purchase
Refinance
REFI
Family Purchase
HELOC
Other
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Loan Program
*
FHA
Conventional
VA
DPA
ITIN
DSCR
Jumbo
Unknown
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Are you using a LOA?
*
Yes
No
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LOA Team
Latrise Edwards
Robert Rojas
Refugio Parra Jacobo
Vercy Jones
Vivian Amador ($1250)
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List is empty.
Agent Name
Alex Huezo
Ally Gibbs
Ashley Shi
Brandon Cherry
Caden Easter
Chris Ristau
Christy Cano
Crystal Souza
Edgard Camacho
Eileen Modawar
Frank Bello
Geofrey Garcia
Harpreet Dhaliwal
Jeff Mears
Katie Le
Marcel Butler
Mari Wines
Michael Gordon
Michael Young
Nichole Devillier
Nick Smith
Nicole Cameron
Qwivander Smith
Reyna Rodriguez
Rob Menconi
Ronni Hernandez
Ryan Evanson
Sharon Lopez
Tracy Nelson
Trisha Motter
Vercy Jones Jr
Mayerly Callejas
Wilson Yee
Rosa Alanis
Sandra DeSouza
Lizbeth Fuentes
Marysol Gonzalez
Lupe Barajas
Esthefany Perez
Latrise Edwards
Kylee Omania
Stella White
Jake Knight
Matthew Zhou
Cristina Alaniz
Adora Lazaro
Marlen Carrillo
Noel Ramirez
Elizabeth Ava Chavez
Azu Gutierrez
Mona Zumut
Other
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Other Agent Name
Other Agent Phone
Other Agent Email
Additional Agent/Mentor?
Yes
No
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Name of additional agent/mentor
None
Alex Huezo
Ally Gibbs
Ashley Shi
Brandon Cherry
Caden Easter
Chris Ristau
Christy Cano
Crystal Souza
Edgard Camacho
Eileen Modawar
Frank Bello
Geofrey Garcia
Harpreet Dhaliwal
Jeff Mears
Katie Le
Marcel Butler
Mari Wines
Michael Gordon
Michael Young
Nichole Devillier
Nick Smith
Nicole Cameron
Qwivander Smith
Reyna Rodriguez
Rob Menconi
Ronni Hernandez
Ryan Evanson
Sharon Lopez
Tracy Nelson
Trisha Motter
Vercy Jones Jr
Mayerly Callejas
Wilson Yee
Rosa Alanis
Sandra DeSouza
Lizbeth Fuentes
Marysol Gonzalez
Lupe Barajas
Esthefany Perez
Latrise Edwards
Kylee Omania
Stella White
Jake Knight
Matthew Zhou
Adora Lazaro
Cristina Alaniz
Marlen Carrillo
No elements found. Consider changing the search query.
List is empty.
Lead Source - Intake Form
*
Referral - Agent Outside
Referral - E3 Agent
Friends & Family
Online Lead
Past Client
Past Client - Referral
Other
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Additonal Notes for file?
*
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