Chester Loan Intake

Simple internal discovery tool for new loan officers

Loan Officer Login

Email Password

Step 1 - Access + Borrower Snapshot

Number of Borrowers Preferred Language Best Time to Call

Borrower 1 is the main borrower. Phone is required for Borrower 1. Email is recommended.

Step 2 - Goal + Property

Property Category

Primary Residence

Is the property in Connecticut? Transaction Property Type

Purchase Price / Estimated Value Down Payment % / Cash Needed

Investment Property / Business Purpose

Property State Transaction Property Type Legal Status First-Time Real Estate Investor? Current or Projected Monthly Rent

Commercial Property

Property State Transaction Property Type Commercial Loan Purpose

Step 3 - Financial Snapshot

Main Income Source Estimated Gross Monthly Income Estimated Assets Available Estimated Credit Score

Step 4 - Recommendations + First Docs

Likely Loan Options

Possible Alternatives

First Docs to Request

Risk Flags

Internal Next Step

Step 5 - Summary + PDF + Email

Summary Preview