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Why this document matters

A credit report acquired during the loan process frequently reveals a credit inquiry that necessitates an explanation from the borrower. This form allows the borrower to furnish that explanation. The objective of obtaining this information is to confirm that the borrower has not undertaken any new debt that has not yet been reported to the credit bureau, which would impact loan qualification. Credit inquiries may indicate new debt obligations that haven’t appeared on credit reports yet, which could impact DTI calculations and loan qualification. Without proper explanation, credit inquiries may require additional verification or delay underwriting.

When this document is requested

This document is requested when:
  • Credit inquiries found on credit report that need explanation
  • Recent inquiries that may indicate new debt
  • Underwriting requires explanation for specific inquiries
  • Need to verify all debt obligations are disclosed on application

Required data fields

Borrower information fields

Credit inquiry fields (repeatable up to N times)

Certification fields

Signature fields

Note: Borrower name and signature fields can be repeated for each borrower on the loan (up to N borrowers). Credit inquiry fields can be repeated for each inquiry (up to N inquiries).

Suggested questions for data collection

Note: Questions marked with “#X” should be repeated for each borrower (up to N borrowers) or each credit inquiry (up to N inquiries) as applicable.

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.