Gain Equity Mortgage Questionnaire

First Name *

Last Name *

Email Address *

Phone Number *

Are you the primary borrower or co-borrower? *

primary borrower

co-borrower

What type of ID will you be providing? *

Driver's License

Passport

Please upload your ID

Upload Driver's License *

Upload Driver's License

Please upload your ID

Upload Your Passport *

Upload Your Passport

What is your primary source of income? *

W-2 employee

1099

Self-employed (25%+ ownership)

Retired

W-2 Employee

Upload your last 30 days of pay stubs

Upload your last 2 years of W-2s

1099 or Self-Employed

Upload your last 2 years of personal tax returns

Upload last 2 years of business tax returns (if available)

Upload last 2 years of business tax returns (all pages)

Upload year-to-date profit & loss statement and balance sheet

Upload business license or CPA letter verifying self-employment

Retired

Upload your benefit letter (Social Security/pension)

Upload 2 months proof of receipt (bank statement showing deposit)

What is your current housing? *

Renting

Own home with mortgage

Living with family (no rent)

Rent

Do you have your last 12 months of rent checks or ledger? *

Yes I do

Not at this time

Upload last 12 months of rent checks or ledger. *

Upload last 12 months of rent checks or ledger.

Homeowner

Upload most recent mortgage statement

Upload homeowner’s insurance declaration page (if available)

Upload homeowner’s insurance declaration page

Assets & Accounts

Upload last 2 months of bank statements (all pages)

Assets & Accounts

Are you able to provide a recent 401(k)/IRA/brokerage statement? *

Yes I can

Not at this time.

Upload most recent 401(k)/IRA/brokerage statement *

Do you plan to use gift funds for your down payment? *

Yes, I do

No

Here is a the gift letter template you can download

Do you receive any additional income (child support, alimony, SSI, etc.) *

Yes I do

No I do not

Upload award letter + 6 months proof of receipt *

Special Circumstances

Have you ever filed for bankruptcy, foreclosure, or short sale? *

Yes

No

Upload discharge papers *

Special Circumstances

Do you have any student loans? *

Yes

No

Upload current payment statement or IDR documentation *

Special Circumstances

Are you a U.S. citizen? *

Yes

No

Upload Visa/Green Card *

Thank you for completing our questionnaire. Please submit your submission and we will reach out to your soon.

Marlene Forde
CEO / Mortgage Loan Originator
NMLS # 626906

Gain Equity Mortgage

NMLS # 1456857

99 Hillside Ave Williston Park, NY 11596

NMLS Consumer Access
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