Bank Statement Review Form

This Bank Statement Review Form is encouraged for all bank statement programs.

Use the Form below to get started.

We will calculate your bank statement income or help you structure your loan. For Non-QM – Bank Statement Calculations Only – complete the top three sections of the form and submit it along with your most recent required bank statements.

Most responses are completed within 24 hours when complete information is supplied. Check out our Non-QM Rates. Learn more about our Non-QM programs.

Get approved today as a mortgage broker with our Wholesale Lending Division.

Please complete all applicable fields and submit this form. Please allow 24-48 hours for a reply.

NOTE:

Bank Statements Review is not a mortgage application, mortgage approval, or guarantee of funding. A complete application must be submitted, and underwriting is required for final approval

EZCalc Form

Company & Loan Officer Information

Forward Lending Account Executive

Forward Lending AE Email

Company

Loan Officer

Loan Officer Phone Number

Loan Officer Email

Additional Email (2nd AE or Processor)

Borrower Information

Borrower #1: First and Last Name

Borrower #2: First and Last Name

Number of Years Self-Employed

Less than 1 year

1 Year or more

Last 4 Digits of the SSN of Borrower1

Borrower's Business Type

Percent of Ownership (Minimum Allowed 25%)

Business Name

Other Ownership %

Number of Employees and/or Contractors

Business Description

Please Stop and Do Not Submit this Form.

Borrowers with less than 1 year of Self-Employment history will not be considered.

Contact your Account Executive for more information.

Loan Information

Select one: 12 month or 3-month bank statement with P & L

12 month

3-month

12 or 3 months Bank Statements are one of the following (Select One):

Expense Factor

Forward Lending can assign a standard expense factor unless there's a specific expense factor that can be applied.

Loan Structure Desk

Submit the following additional information if you need assistance with credit grade and loan structuring

If Other, please explain.

Exception Request

If applicable, let us know if you are requesting a guideline exception and explain details below.

Comments

Please share any income concerns or questions you may have and include other helpful information that will assist in us more accurately calculating the bank statements.

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