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Why this document matters

When a borrower’s application indicates no current housing expense or that they are living rent-free, this form is utilized to corroborate that information with the third-party homeowner, such as a landlord, parent, relative, or friend. Without third-party corroboration, lenders cannot verify rent-free status or accurately calculate DTI, as zero housing costs significantly impact qualification. Third-party validation provides independent confirmation from the property owner that the borrower’s stated housing situation is accurate.

When this document is requested

This document is requested when:
  • Borrower reports no rent or mortgage payment
  • Application shows zero housing expenses
  • Underwriting requires third-party verification of living arrangement
  • Need to validate rent-free status with property owner/landlord

Required data fields

Loan information fields

Field NameTypeRequiredData SourceNotes
Loan numberStringYesLoan entityAlphanumeric identifier
Borrower nameStringYesBorrower entityFull legal name
Co-borrower nameStringConditionalBorrower entityRequired if co-borrower exists
Subject property addressStringYesLoan entityFull street address of property being financed

Current living arrangement fields

Field NameTypeRequiredData SourceNotes
Current residence addressStringYesUser inputFull street address where borrower currently resides
Is currently residingBooleanYesUser inputYes/No checkbox
Residence start dateDateConditionalUser inputRequired if “Is currently residing” = Yes, format: MM/DD/YYYY
Pays rent or contributesBooleanYesUser inputYes/No checkbox

Third-party verification fields

Field NameTypeRequiredData SourceNotes
Verifier nameStringYesUser inputFull name of person verifying
Verifier relationshipEnumYesUser inputEnum values: PARENT, LANDLORD, RELATIVE, FRIEND, ROOMMATE, OTHER
Verifier signatureSignatureYesE-signatureDigital signature with timestamp
Verification dateDateYesE-signatureAuto-populated on signature

Suggested questions for data collection

QuestionResponse TypeValidation
”What is the borrower’s full name?”Text inputAuto-populated from borrower entity
”What is the co-borrower’s full name? (if applicable)“Text inputAuto-populated if co-borrower exists
”What is the subject property address?”Text inputAuto-populated from loan entity
”Question 1: What is the address where the borrower currently resides?”Text inputRequired, full street address format
”Question 2: Is the borrower currently residing at the above address?”Yes/NoRequired
”Question 3: If yes, when did the borrower start living at this address?”DateRequired if “Is currently residing” = Yes, format: MM/DD/YYYY
”Question 4: Does the borrower pay rent or contribute to housing expenses?”Yes/NoRequired
”What is your full name? (Person verifying)“Text inputRequired, min 2 words
”What is your relationship to the borrower?”Enum selectionRequired, select from enum values: PARENT, LANDLORD, RELATIVE, FRIEND, ROOMMATE, OTHER
”Please sign and date this document”E-signatureRequired, includes timestamp

Template

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