Submit your members' mortgage requests here.

Thank you!!

We at Pivot Lending Group sincerely thank you for this referral. Please know that we place the utmost value on all our partners and their members. A member of our staff will be in touch with you and your member very soon.

Pivot Employee Referral

Credit Union Mortgage Request

Credit Union Employee Details
Please complete all fields for proper association of Reward Points.
Date
Your Name*
First Last
Your Email Address*
Your Phone Number*
Credit Union Name*
Lending/Branch Manager Email*
Credit Union Member Details
Member first/last name, email and phone required for Reward level 1.
Member's Name
First Last
Member's Email
Member's Phone
Primary Member Number
Credit Union Member Additional Details
ALL additional fields are required for Reward level 2.
Member's Current Address
Street Address Address Line 2 City State ZIP Code
Member's Date of Birth
Member's SSN
Member's Desired Loan Type
Member's Requested Loan Amount
Member's Current Employer
Member's Current Monthly Income
Is the Member Self Employed?
- Yes
- No
Member's Co-borrower Details
Does Member Have a Co-borrower?
- Yes
- No
Co-borrower Name
First Last
Co-borrower Email
Co-borrower Phone
Co-borrower Date of Birth
Co-borrower SSN
Co-borrower Current Employer
Co-borrower Current Monthly Income
Is the Co-borrower Self-employed?
- Yes
- No
Additional Member Information
Has your member filed bankruptcy in the last 7 years?
- Yes
- No
If yes, please enter applicable date(s).
Has your member had any foreclosure activity in the last 7 years?
- Yes
- No
If yes, please enter applicable date(s).
Please give us a description of what this member needs.*
Please only press the submit button once. You will be redirected to a confirmation page once submitted. Thank you!
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Please contact Lisa Heinz at (303) 798-6100 or lheinz@pivotlending.com with any further questions.
Thank you!

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Credit Union Employee Details

Credit Union Member Details

Credit Union Member Additional Details

Member's Co-borrower Details

Additional Member Information

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