- Geneva Financial Home Loans

Create Condition

Due Date

Add Conditions from Library

Results

Edit Reminders

Add Condition from Engine

Results

Summary Email Message

Add Tag

AI Powered Search for your Home Buyers

Add Bank Account

Add Additional Liability/Debt

Add Additional Income

Add Liability/Debt

Edit Dependents

Add Additional Employment History

Add Gift/Grant

Add Additional Residence History

Add Stock/Bond

Edit Mortgage

Add Additional Property

Add Borrower

Invite Borrowers

Biography

Biography

To:

Which company will you be working with?

Which Loan Officer will you be working with?

(Optional) Which Realtor will you be working with?

What type of loan application?

How would you like to send this invitation?

Would you like to send a custom message?
If you are sending an SMS, remember to keep your message short.

Type

Document Request
DocSend
Document Signing
Asset Verification
Simple Question

Template

Name (255 characters left.)

Description (512 characters left.)

Search Term

Tag

No Conditions Found

How it Works

If enabled, your customers will receive email and/or sms messages (depending on your notification settings) giving them a summary of their Conditions current state.

How should we send these reminders?

Send a reminder to my customer every

days.

Continue to send these reminders until

all conditions are due
all conditions are accepted

Reminder Time of Day

Done

Search Term

Tag

No conditions to be added from rules.

Hello ,

Stop losing your borrowers to mainstream home search engines that are really just glorified lead generation funnels by providing them with your own, white labeled home search. Watch the video below to learn more, and use the buttons below to get started!

Files to Upload

Asset Verification Terms of Service

I agree to the Terms of Service and request that AccountChek® by FormFree® act as an intermediary on my behalf to furnish information to a prospective creditor in order to further my application.

255 characters left.

Document Request
DocSend
Document Signing
Asset Verification
Simple Question

Document Request
DocSend
Document Signing
Asset Verification
Simple Question

Edit Condition

Due: N/A

Description (512 characters left.)

Due Date


«	August 2025					»
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Apply Due Date to all Conditions

Assignment

Assign who can see and interact with this condition.

Trackers


«	August 2025					»
Su	Mo	Tu	We	Th	Fr	Sa
27	28	29	30	31	1	2
3	4	5	6	7	8	9
10	11	12	13	14	15	16
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31	1	2	3	4	5	6
Today
Clear


«	August 2025					»
Su	Mo	Tu	We	Th	Fr	Sa
27	28	29	30	31	1	2
3	4	5	6	7	8	9
10	11	12	13	14	15	16
17	18	19	20	21	22	23
24	25	26	27	28	29	30
31	1	2	3	4	5	6
Today
Clear


«	August 2025					»
Su	Mo	Tu	We	Th	Fr	Sa
27	28	29	30	31	1	2
3	4	5	6	7	8	9
10	11	12	13	14	15	16
17	18	19	20	21	22	23
24	25	26	27	28	29	30
31	1	2	3	4	5	6
Today
Clear

Condition Files

Condition Status

Condition Notes (Internal)

( /month)

bds

sqft

Property Info

Monthly Cost Breakdown

These calculations are property specific, and use your personal finances to ensure the utmost accuracy.

/Month

Principal & Interest

Purchase Price

Down Payment

Term

Property Taxes

Home Insurance

HOA Dues

List

Huge thanks to the following for providing us with this listing info

Listing Agency

- MLS#

Listed Agent

- MLS#

Selling Agent

- MLS#

Additional Property Details

Learn more about this property

There are no notes yet.

Add More Info

(pre-authenticated share - recommended)

Name Of Bank, S&L, or Credit Union

Address 1

Address 2

County

City

State

Zip

Account Value

Account Type

Liability Type

Frequency

Amount

Income Type

Amount

Name of Company

Account Type

Account Number

Frequency

Months Left to Pay

Payment

Unpaid Balance

To Be Payed Off Before Closing

Is/Was Self Employed?

Is/Was a family member of/or Employed by a property seller, realtor, or any other to the transaction

Employer Name

Address 1

Address 2

City

State

Zip

Start Date

N/A

End Date

N/A

Years at this Profession

Months at this Profession

Job Title

Employer Phone

Asset Type

Deposited

Source

Cash or Market Value

Address 1

Address 2

County

City

State

Zip

Ownership Status

Years at this Address

Months at this Address

Description

Asset Type

Value

Address 1

Address 2

County

City

State

Zip

Property Value

Property Status

Occupancy

Monthly Insurance, Taxes, Dues, etc.

Monthly Rental Income

Net Rental Income

First Name

Last Name

Phone (Mobile)

Borrowers	Method

JanFebMarAprMayJunJulAugSepOctNovDec