AI Field Assistant
Tell the AI what you need in plain language. Example: "I'm a solar contractor" or "I need phone, email, income, and monthly electric bill" or "add a field for roof type"
You
im a mortgage broker and im not sure
AI Assistant
No worries! Let me get you started with a solid mortgage pre-qualification form and you can tweak from there.
I'll include the essentials for a mortgage application:
- **Contact info** (phone, email)
- **Date of birth & SSN** (last 4)
- **Employment & income**
- **Loan details** (amount, purpose, type)
- **Property info** (type, value, occupancy)
- **First-time homebuyer & VA eligibility flags**
[Fields updated]
This is a good starting point for most mortgage brokers. A couple of quick questions:
1. Do you want a **co-borrower section**?
2. Do you need the **full SSN** or is last 4 enough for your soft pull?