PRMG — Paramount Residential Mortgage Group, Inc.

PRMG Intake Form

Update a loan · Add a new prospect · Referral partners

Live form: submissions go to a review tray first. Nothing is written to any record until it has been checked.

Team sign-in

Choose your name and enter the team PIN. The form opens after that — loan information does not load before sign-in.
All loan records are loaded. Matches appear as you type.

Files only is fine — no field changes needed.
New prospects always start at Status: Prospect — there is no status choice here on purpose.
Files ride along with the submission and get filed on the new record.
For example a partner's business card — files get filed on the partner's contact record.
Every partner in the contact list is loaded — including partners with no loans yet.

Change only what changed.
For example a partner's business card — files get filed on the partner's contact record.
Paramount Residential Mortgage Group, Inc. · Team intake — every submission is reviewed before it is applied.