How do I create a new loan application?


Video Step-by-Step

New Application

Once you have logged into LoanBeam, the Dashboard will appear.

To create a New Application, click the “NEW” button in the upper right area of the dashboard.

Application Details

Complete the New Loan Application details.

Add Documents

Click  to find PDF copies of tax returns.

Template Selection

Select the two year template that matches the files you are uploading.

Submit the Application

Submit. Wait. You will receive an email when the file is completed.


The estimated processing time for an application is 30 to 45 seconds per page uploaded.


Upload only PDF or TIFF format files.
Best scan resolution is 300 dpi or higher, black and white.
No handwritten or password protected files.
Tax forms (e.g. Form 1040) should be in proper sequential order.
Do not upload more than 2 years tax returns

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    That was so useful!

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    its not giving me a drop down for 1040's in the template

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    I'm uploading only W2s and paystubs. The only template available is Select All & it's not allowing me to submit