Initial Mortgage Scenario Intake

Welcome to the "Initial Mortgage Intake Form" for Bethesda Mortgage. This form is designed to gather preliminary information about potential borrowers to better understand and serve your mortgage needs. The details you provide will help us tailor our services to your unique situation, ensuring a smoother and more efficient loan process.

Your privacy and security are of utmost importance to us. Please be assured that all information shared will be treated with the highest level of confidentiality and will only be used for the purpose of mortgage consultation and processing. We adhere strictly to NMLS and CFPB guidelines to ensure your data is protected.

Kindly fill out the form with accurate and up-to-date information. If you have any questions or concerns while completing the form, please don't hesitate to reach out to our team. We're here to assist you every step of the way.

Thank you for considering Bethesda Mortgage. We look forward to assisting you on your homeownership journey.

intaketeam@bethesdamtg.com
+1 301.683.7209

6701 Democracy Blvd, Ste 300
Bethesda, MD 20817

Privacy Policy for the Initial Mortgage Scenario Intake Form

1. Introduction:

At Bethesda Mortgage, we prioritize your privacy and are committed to maintaining the confidentiality and security of the information you provide through the "Initial Mortgage Intake Form." This Privacy Policy outlines how we collect, use, and safeguard your personal data and ensures our compliance with NMLS and CFPB guidelines.

2. Data Collection:

The "Initial Mortgage Intake Form" collects various types of personal information, including but not limited to:

Personal identification details
Employment information
Loan specifics
Financial data

This information is gathered solely for the purpose of assessing your mortgage needs and eligibility.

3. Data Usage:

The information you provide will be used to:
Evaluate your mortgage application
Determine suitable loan options
Communicate with you regarding your application
Ensure compliance with regulatory requirements

4. Data Protection:

We employ stringent security measures to protect your data:

All electronic forms of data are encrypted and stored securely.
Access to your personal information is restricted to authorized personnel only.
Regular audits are conducted to ensure data integrity and security.

5. Sharing and Disclosure:

Bethesda Mortgage does not sell, lease, or trade your personal information to third parties. We may share your data with regulatory bodies when required by law or to comply with NMLS and CFPB guidelines.

6. Retention:

Your personal data will be retained for the period necessary to fulfill the purposes outlined in this Privacy Policy unless a longer retention period is required by law.

7. Your Rights:

You have the right to:

Request access to your personal data
Correct any inaccuracies in your data
Withdraw your consent (where consent is the basis for processing)
Raise objections to the processing of your data

8. Compliance with NMLS and CFPB:

We adhere strictly to the guidelines set by the Nationwide Multistate Licensing System (NMLS) and the Consumer Financial Protection Bureau (CFPB). Our practices are regularly reviewed to ensure ongoing compliance.

9. Changes to this Privacy Policy:

Bethesda Mortgage reserves the right to update this Privacy Policy periodically. Any changes will be communicated on our website and, where appropriate, notified to you directly.

10. Contact Us:

If you have any questions or concerns regarding this Privacy Policy or our data practices, please contact our Data Protection Officer at corporate@bethesdamtg.com.

Personal Information

This section gathers basic details about you to establish your identity and ensure smooth communication throughout the mortgage process. Please provide accurate and up-to-date information to help us serve you better.

Name

First Name

Last Name

Phone

(###)

###

####

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Current Employer Information

Your employment details give us insight into your financial stability and income sources. This information is crucial for assessing your loan eligibility and offering terms that align with your financial situation.

Name of Current Employer

Your Current Position/Title

Number of Years Employed with this Employer

Current Address of Employer

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Monthly Gross Income

Loan Information

Here, we aim to understand the purpose and specifics of your desired loan. Whether you're purchasing a new home, refinancing an existing one, or exploring other options, your inputs here will guide our recommendations.

Purpose of Home Loan

Estimated Home Loan Amount

Property Type

Single Family

Multi-Family

Condo

Co-Op

Other

Property Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Please provide link to Property (if available)

http://

Acknowledgement

I hereby declare that the information provided is true and correct to the best of my knowledge. I consent to Bethesda Mortgage processing this information in line with their privacy policy and terms of service.

Privacy Policy for the Initial Mortgage Intake Form 1. Introduction: At Bethesda Mortgage, we prioritize your privacy and are committed to maintaining the confidentiality and security of the information you provide through the "Initial Mortgage Intake Form." This Privacy Policy outlines how we collect, use, and safeguard your personal data and ensures our compliance with NMLS and CFPB guidelines. 2. Data Collection: The "Initial Mortgage Intake Form" collects various types of personal information, including but not limited to: Personal identification details Employment information Loan specifics Financial data This information is gathered solely for the purpose of assessing your mortgage needs and eligibility. 3. Data Usage: The information you provide will be used to: (1)Evaluate your mortgage application Determine suitable loan options (2)Communicate with you regarding your application (3)Ensure compliance with regulatory requirements 4. Data Protection: We employ stringent security measures to protect your data: (1)All electronic forms of data are encrypted and stored securely. (2)Access to your personal information is restricted to authorized personnel only. (3)Regular audits are conducted to ensure data integrity and security. 5. Sharing and Disclosure: Bethesda Mortgage does not sell, lease, or trade your personal information to third parties. We may share your data with regulatory bodies when required by law or to comply with NMLS and CFPB guidelines. 6. Retention: Your personal data will be retained for the period necessary to fulfill the purposes outlined in this Privacy Policy unless a longer retention period is required by law. 7. Your Rights: You have the right to: (1) Request access to your personal data (2) Correct any inaccuracies in your data (3) Withdraw your consent (where consent is the basis for processing) (4) Raise objections to the processing of your data 8. Compliance with NMLS and CFPB: We adhere strictly to the guidelines set by the Nationwide Multistate Licensing System (NMLS) and the Consumer Financial Protection Bureau (CFPB). Our practices are regularly reviewed to ensure ongoing compliance. 9. Changes to this Privacy Policy: Bethesda Mortgage reserves the right to update this Privacy Policy periodically. Any changes will be communicated on our website and, where appropriate, notified to you directly. 10. Contact Us: If you have any questions or concerns regarding this Privacy Policy or our data practices, please contact our Data Protection Officer at corporate@bethesdamtg.com.

I Fully Acknowledge