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Why this document matters

During the underwriting process, an explanation from the borrower regarding any employment gaps may be required. This form enables the borrower to provide a justification for such gaps. The purpose of acquiring this information is to provide context for potential issues in the application, thereby ensuring a stable and reliable income source. Employment gaps may affect income verification and DTI calculations. Without proper explanation, employment gaps may require additional income verification, impact loan qualification, or delay underwriting.

When this document is requested

This document is requested when:
  • Employment gaps identified in application or verification
  • Gaps in work history that don’t align with reported income
  • Periods of unemployment that need justification
  • Underwriting requires context for employment history

Required data fields

Borrower information fields

Field NameTypeRequiredData SourceNotes
Borrower nameStringYesBorrower entityFull legal name, repeatable for N borrowers
Loan numberStringYesLoan entityAlphanumeric identifier
Property addressStringYesLoan entityFull street address of property being financed
CityStringYesLoan entityCity of property address
StateStringYesLoan entityState of property address
ZIP codeStringYesLoan entityZIP code of property address

Employment gap fields (repeatable up to N times)

Field NameTypeRequiredData SourceNotes
Gap start dateDateYesUser inputDate employment gap began, format: MM/DD/YYYY
Gap end dateDateYesUser inputDate employment gap ended, format: MM/DD/YYYY, must be >= start date
ExplanationStringYesUser inputDetailed explanation for the employment gap, free text

Signature fields

Field NameTypeRequiredData SourceNotes
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). Employment gap fields can be repeated for each gap (up to N gaps).

Suggested questions for data collection

QuestionResponse TypeValidation
”Borrower #X: What is your full legal name?”Text inputRequired, min 2 words, repeat for each borrower
”What is the property address?”Text inputAuto-populated from loan entity
”Gap #X: When did the employment gap begin?”DateRequired, format: MM/DD/YYYY
”Gap #X: When did the employment gap end?”DateRequired, format: MM/DD/YYYY, must be >= start date
”Gap #X: Please provide a detailed explanation for this employment gap”Text areaRequired, detailed explanation of why the gap occurred
”Please sign and date this document”E-signatureRequired, includes timestamp
Note: Questions marked with “#X” should be repeated for each borrower (up to N borrowers) or each gap (up to N gaps) 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.