Chester Loan Intake
Simple internal discovery tool for new loan officers
Loan Officer Login
Email
Password
Login
Logout
Step 1 - Access + Borrower Snapshot
Number of Borrowers
Select...
1 Borrower
2 Borrowers
3 Borrowers
4 Borrowers
Preferred Language
Select...
English
Spanish
Portuguese
Other
Best Time to Call
Select...
Morning
Afternoon
Evening
Any Time
Borrower 1 is the main borrower. Phone is required for Borrower 1. Email is recommended.
Next
Step 2 - Goal + Property
Property Category
Select...
Primary Residence
Investment Property / Business Purpose
Commercial Property
Primary Residence
Is the property in Connecticut?
Select...
Yes
No
Transaction
Select...
Purchase
Refinance or Use My Equity
Property Type
Select...
Single-Family Home
Condo / Townhouse
2-4 Unit Property
Manufactured Home
Other
Purchase Price / Estimated Value
Down Payment % / Cash Needed
Investment Property / Business Purpose
Property State
Transaction
Select...
Purchase
Refinance or Use My Equity
Property Type
Select...
Single-Family Home
Condo / Townhouse
2-4 Unit Property
5+ Unit Residential
Mixed Use
Other
Legal Status
Select...
U.S. Citizen
Lawful Permanent Resident
Lawful Non-Permanent Resident
ITIN
Foreign National
Not Sure
First-Time Real Estate Investor?
Select...
Yes
No
Current or Projected Monthly Rent
Commercial Property
Property State
Transaction
Select...
Purchase
Refinance
Property Type
Select...
Mixed Use
5+ Unit Residential
Office
Retail
Industrial
Warehouse
Automotive
Other
Commercial Loan Purpose
Select...
Bridge Loan
Fix and Flip
Buy and Hold
Construction
General Commercial Financing
Next
Step 3 - Financial Snapshot
Main Income Source
Select...
W-2 / Salary
Hourly
Self-Employed
1099 / Contractor
Retirement
Rental Income
Multiple Sources
Not Sure
Estimated Gross Monthly Income
Select...
Under $3,000
$3,000 - $5,000
$5,000 - $8,000
$8,000 - $12,000
$12,000 - $20,000
$20,000+
Not Sure
Estimated Assets Available
Select...
Under $10,000
$10,000 - $25,000
$25,000 - $50,000
$50,000 - $100,000
$100,000 - $250,000
$250,000+
Not Sure
Estimated Credit Score
Select...
760+
740-759
720-739
700-719
680-699
660-679
640-659
620-639
600-619
Below 600
No Score / Not Sure
Next
Step 4 - Recommendations + First Docs
Likely Loan Options
Possible Alternatives
First Docs to Request
Risk Flags
Internal Next Step
Continue
Step 5 - Summary + PDF + Email
Review Summary
Generate PDF
Send Email
Reset Form
Summary Preview