Member Referral Form

Phone: (888) 562-6865

Is your member READY to refinance or purchase?

You may have the member call us directly at (888) 562-6865 or you can have a Loan Officer follow-up with them.

Either way, just fill out this form as completely as possible, then click "submit". The information will be used to acknowledge your referral and to better assist your member when a Loan Officer speaks with them.

* Required Fields

To:
* From
Title
* Credit Union
Branch/Dept
* Phone Number
( * Phone Number 1 ) * Phone Number 2 - * Phone Number 3 ext * Phone Number Extension
Fax Number
* Email Address
Teller ID: (if applicable)
* Member First Name
* Last Name
Street
City
State
Zip
* Best Contact Phone Number
( * Best Contact Phone Number 1 ) * Best Contact Phone Number 2 - * Best Contact Phone Number 3 ext * Best Contact Phone Number Extension
Email
Preferred Contact Method
Phone
Email
Purchase/Refinance
Purchase
Refinance
First Time Buyer?
Yes
No
Estimated Amounts
Purchase Price
Property Value
Loan Amount
Notes
WAIT!
Before submitting this referral, please print our What Happens Next? reference sheet and provide it to your member. This guide serves as a handy reference for the next steps in the mortgage process.

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