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Why this document matters

A credit report or third-party quality control software utilized in the underwriting process may reveal discrepancies in address information compared to the application. This form enables the borrower to provide clarification regarding such variations. This form enables borrowers to explain address variations and verify no undisclosed properties that would impact loan qualification. Without borrower clarification, address discrepancies can delay underwriting or result in incomplete risk assessment.

When this document is requested

This document is requested when:
  • Address mismatch between credit report and application
  • Multiple addresses found in credit history
  • Address format inconsistencies across systems
  • Recent move with previous address still on credit report

Required data fields

General fields

Field NameTypeRequiredData SourceNotes
Borrower nameStringYesBorrower entityFull legal name, repeatable for N borrowers
Loan numberStringYesLoan entityAlphanumeric identifier
Borrower signatureSignatureYesE-signatureDigital signature with timestamp, repeatable for N borrowers
Signature dateDateYesE-signatureAuto-populated on signature, repeatable for N borrowers
Note: Borrower name and signature fields can be repeated for each borrower on the loan (up to N borrowers).

Address-specific fields (repeatable up to N times)

Field NameTypeRequiredData SourceNotes
Address in questionStringYesCredit report / ApplicationFull street address
Ever lived at this addressBooleanYesUser inputYes/No checkbox
Date lived fromDateConditionalUser inputRequired if “Ever lived” = Yes, format: MM/DD/YYYY
Date lived toDateConditionalUser inputRequired if “Ever lived” = Yes, must be >= from date
Has ownership interestBooleanYesUser inputYes/No checkbox

Suggested questions for data collection

QuestionResponse TypeValidation
”Borrower #X: What is your full legal name?”Text inputRequired, min 2 words, repeat for each borrower
”Address #X: What is the address in question?”Text inputRequired, full street address format
”Address #X: Have you ever lived at this address?”Yes/NoRequired
”Address #X: If yes, when did you live there? (From)“DateRequired if “Ever lived” = Yes
”Address #X: If yes, when did you live there? (To)“DateRequired if “Ever lived” = Yes, must be >= from date
”Address #X: Do you currently have any ownership interest in this property?”Yes/NoRequired
”Please sign and date this document”E-signatureRequired, includes timestamp
Note: Questions marked with “#X” should be repeated for each address in question (up to N addresses).

Template

Pre-made templates for this document will be provided separately. When a task is created requesting this document, you can provide borrowers with the template to complete and upload.