Family Mortgage Application

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Before we begin your Application, please carefully read the following important information:

* Presumably you have read the appropriate Free Product Guide, including our Standards, and our online Terms of Use.

* Either the Borrower or the Lender may submit this Application and submit our one-time setup fee, with the following exceptions” (1) If the Borrower’s subject property is in either Maryland, Pennsylvania, or Virginia, then the Borrower must submit our online Application and submit our one-time setup fee. (2) If the Lender lives in North Carolina, then the Borrower must submit our online Application and submit our one-time setup fee.

* If your Family Mortgage is being used to help purchase a property, a property has been identified and the Borrower’s offer to purchase has been accepted by the Seller.

* The Application should be submitted no more than three weeks before the Borrower’s anticipated closing date / settlement date / payoff date / loan issue date, and no less than two weeks before the Borrower’s anticipated closing date / settlement date / payoff date / loan issue date.

* As an added security measure, this Application cannot be saved or accessed at a later date. You must complete the Application and submit it to us in one sitting. Please review the Sample Application found in each Free Product Guide to ensure you are prepared to complete the Application in one sitting. It takes most clients less than 10 minutes to complete the Application.

* Within one business day of submitting your online Application, a Family Mortgage Advisor will call you to confirm the details of your loan. Any necessary changes or amendments to your Application can be processed directly through the Family Mortgage Advisor assigned to help you.

* Your Family Mortgage documents will be emailed for your review within seven business days from the date of submitting the Application. After your review, any necessary changes or amendments to your paperwork can be processed directly through the Family Mortgage Advisor assigned to your loan.

* We proudly offer a 90 day, full-refund, money-back, guarantee.

Now, you should be ready to get started! Your Family Mortgage Application begins right here:

Purchase Details

  • Family Mortgage Program:
  • Purpose:
  • Lien Position:
  • Loan Size:
    • Who will pay for the Loan Servicing fees?

Lender Contact Information

  • Each individual Lender and Borrower must have a unique email address.
  • Household A

    • Lender #1

    • First Name: *
    • Middle Initial or Name:
    • Last Name: *
    • Address: *
    • Address 2:
    • City: *
    • State: *
    • Zip Code: *
    • Email: *
    • Phone: *
    • Relationship to Borrower: *
    • Lender #2

    • First Name: *
    • Middle Initial or Name:
    • Last Name: *
    • Address: *
    • Address 2:
    • City: *
    • State: *
    • Zip Code: *
    • Email: *
    • Phone: *
    • Relationship to Borrower: *
    • Are you lending through a Family Trust?
    • Legal name of the Trust:
    • Have you made any other mortgage loans in the previous 12 months?
    • How many mortgage loans have you made in the previous 12 months?
    • Add Household

    Borrower Contact Information

  • Each individual Lender and Borrower must have a unique email address.
    • Borrower #1

    • First Name: *
    • Middle Initial or Name:
    • Last Name: *
    • Address: *
    • Address 2:
    • City: *
    • State: *
    • Zip Code: *
    • Email: *
    • Phone: *
    • Borrower #2

    • First Name: *
    • Middle Initial or Name:
    • Last Name: *
    • Address: *
    • Address 2:
    • City: *
    • State: *
    • Zip Code: *
    • Email: *
    • Phone: *
    • Are you borrowing through a Family Trust?
    • Legal name of the Trust:

    Subject Property Details

    • Current Owner's Name(s): *
      For a Purchase or Seller Finance transaction, we need the name of the individual who is selling the home. For a Refinance, Renovation, or Home Equity transaction, the Current Owner will be the same as the Borrower.
    • Subject Property Address: *
    • Subject Property Address 2:
    • City: *
    • State: *
    • Zip Code: *
    • County: *
    • Property Type:
    • Name of the Condominium Development or PUD: *
    • Total Debt Secured by Superior Lien(s): *

    Family Mortgage Loan Details

  • View IRS Applicable Federal Rates in a new window.
  • View Intra-Family Loan Calculators in a new window.
    • Property Use: *
    • Loan Amount: $ *
    • Loan Term (Amortization Period): *
    • Loan Interest Rate: % * Must be between the appropriate IRS AFR and 6.00%
    • Optional Balloon Payment:
    • Borrower is required to make payments on the first of every month. Borrower's first mortgage payment will be due one full month after the last day of the month following the Loan Issue Date. This is a banking industy standard. However, if the Loan Issue Date falls on the first of the month, then the Borrower's first payment will be on the first of the following month.
      • Example #1
      • Loan Issue Date: January 1, 2018
      • 1st Payment Date: February 1, 2018
      • Example #2
      • Loan Issue Date: January 2, 2018
      • 1st Payment Date: March 1, 2018
      • Example #3
      • Loan Issue Date: January 31, 2018
      • 1st Payment Date: March 1, 2018
    • Loan Issue Date: *
    • Payment Grace Period: 15 Days
    • Late Payment (must be between 1.00% and 4.00% of Borrower's standard monthly payment): %*
    • Optional Demand Clause:

    Lender Disbursement Details

    Household A

    • Lender #1

    • First Name:
    • Last Name:
    • Anticipated household contribution to collective credit line: $ *
    • First Disbursement Date: * * *
    • Initial Disbursement Amount: $ *
    • Initial Disbursement Annotation:
    • Intended Standard Monthly Disbursement Amount: $ *
    • Lender #2

    • First Name:
    • Last Name:

    You're Almost Finished

    • Please create verbal account password: *
    • Please confirm account verbal password: *
    • You will be asked to verify this password should you call us with any questions during the loan set up process.
    • If you have a referral code, please provide exact code here:

    Please Confirm Your Application

    Purchase Details - Edit

    • Family Mortgage Program:
    • Purpose:
    • Lien Position:
    • Loan Servicing:

    Lender Contact Information - Edit

    Household A

      Lender #1

    • First Name:
    • Middle Int:
    • Last Name:
    • Address:
    • Address 2:
    • City:
    • State:
    • Zip Code:
    • Email:
    • Phone:
    • Relationship to Borrower:

      Lender #2

    • First Name:
    • Middle Int:
    • Last Name:
    • Address:
    • Address 2:
    • City:
    • State:
    • Zip Code:
    • Email:
    • Phone:
    • Relationship to Borrower:
    • Are you lending through a Family Trust? No
    • Have you made any other mortgage loans in the previous 12 months? No

    Borrower Contact Information - Edit

      Borrower #1

    • First Name:
    • Middle Int:
    • Last Name:
    • Address:
    • Address 2:
    • City:
    • State:
    • Zip Code:
    • Email:
    • Phone:

      Borrower #2

    • First Name:
    • Middle Int:
    • Last Name:
    • Address:
    • Address 2:
    • City:
    • State:
    • Zip Code:
    • Email:
    • Phone:
    • Are you borrowing through a Family Trust? No
    • Legal name of the Trust:

    Subject Property Details - Edit

    • Current Owner's Name(s):
    • Subject Property Address:
    • Subject Property Address 2:
    • City:
    • State:
    • Zip Code:
    • County:
    • Property Type:
    • Name of the condo development:
    • Total Debt Secured by Superior Lien(s):

    Family Mortgage Loan Details - Edit

    • Property Use:
    • Loan Amount: $
    • Loan Term:
    • Loan Interest Rate: %
    • Optional Balloon Payment:
    • Loan Issue Date: ,
    • Payment Grace Period: 15 Days
    • Late Payment: %
    • Optional Demand Clause:

    Lender Disbursement Details - Edit

    Household A

      Lender #1

    • First Name:
    • Last Name:

      Lender #2

    • First Name:
    • Last Name:
    • Anticipated household contribution to collective credit line: $
    • Initial Disbursement Amount: $
    • Initial Disbursement Annotation:
    • Intended Standard Monthly Disbursement Amount: $
    • First Disbursement Date: ,
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