CLIENT OVERVIEW
 *Date: / /
This form will generate a mortgage analysis of loans available for your client after review of client credit.
*PCL REP (Partner) : SUPERVISOR REP :
*Email Email
*Borrower Name: *Social Security # *Employ. Type Income per yr
Self Employed or W-2 $
Self Employed or W-2 $
*Current Property Address, City, State and Zip:
Telephone Numbers:  (   )     FAX (   )     Cell (   ) 
Email address:
Is the Subject Property in a Trust? Yes No
Estimated Current Value of Property:
Estimated Current Value of Liquid Reserves (stocks, bonds, 401K, bank account):
LOAN INFORMATION
Purchase $: Down Payment $ or %: Close of Escrow:
Refinance $: Cash out $: Credit Card Debit $
Existing Loan Amt. 1st mortgage: Interest Rate:
Existing Loan Amt 2nd mortgage: Interest Rate: 
Existing Home Equity Line of Credit: Interest Rate:
Type of Loan Desired:
Fixed: 10/10 15/15 20 /20 30/30 Interest Only
ARM: Monthly (1-3) 1-3 yr 5-7 yr 10 yr Reverse Mortgage
Owner Occupied: Primary SFR 2nd/Vacation        
Non-Owner Occupied/Investment: SFR Condo 1-4 units    
Credit: Excellent Good Fair Poor
Loan Goals: Lower Payment Cash Out Rapid Principle Reduction Debit Consolidation Consolidate Loans
Send Loan Package to Client                 Okay to contact Client directly
Send Loan Package to Rep                 Order Verification of Deposits
Provide Mortgage Coach Analysis                 Order Flood Zone Certification
Order Appraisal, Title and Escrow                 Order Verification of Employment
Order Mortgage Loan Verifications                 Sent Client online Information Link
Calderon or other Disclosure Completed                    
Notes Area:
STEPS & ACTIONS
Please date at least 5 items below when completed, sign and return.
Completed  Date  Description *PCL REP Name:
*Client/Borrow Name:
/ / STEP-1 Secure signed disclosure of business relationship if CPA.
Note: clients of all CPA’s must sign Calderon Statement. Directs client (or complete for client) to website to complete to complete Doctor Sheet
Loan Application Sheet at www.pclending.com/html/online_form.html
/ / STEP-2: Complete Client Overview online www.pclending.com/html/partners/client-overview.html. By completing the client overview sheet above to determine the client's credit, income and debt to ensure client will qualify for a mortgage.
/ / STEP-3: Initiate and provide required Loan Application Package for signature and general disclosures (2nd copy of Calderon if required).
/ / STEP-4: Assists client in the collection of financial information and assembling the documentation necessary to complete application. Send client information to 28720 Roadside Drive Suite 300, Agoura Hills, California 91301, ATTN: Your Account Manager/ Loan Officer
/ / STEP-5: Advise/support the client in selecting a mortgage loan which best meets the individuals needs and financial objectives with support of Account Manager.  Inform client about the different types of loan programs
and demonstrate how closing costs / monthly payments would vary under each product.  Initiate Mortgage Coach Analysis.
/ / STEP-6: Initiate/order an appraisal, title review or open escrow for client’s property via client overview or email your account rep.
/ / STEP-7: Initiate/order mortgage loan verifications, verifications of employment, verifications of deposit and/or assist the client in understanding and clearing credit problems.
*Signature: Rep Signature/Initial :
By clicking submit, you are agreeing to allow us to run credit for the above borrowers.
If you do not want the credit run, please do not provide a complete social security number.