Insurance Quote Request (Lender) — Floridian Policy Pros

⭐Bookmark this page — press Ctrl+D on Windows · ⌘+D on Mac, then order a quote anytime by opening it, dropping in a PDF, and hitting send.

📅 Prefer to talk it through? Book a call with Carlos

★ Fast start — drop in the file, we do the rest

Drag & drop — or click — any tile. Upload any document with the borrower & property on it and we'll read it and fill this form. All optional.

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Loan application (1003)

Borrower & property

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Purchase contract

Price, closing date

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Appraisal

Year built, sqft, value

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Wind mitigation report

Roof & opening credits

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Client info sheet

Any format

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4-point inspection

Roof, HVAC, elec, plumbing

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Other / misc document

Anything else — we’ll read it & add it

Auto-fill is in setup. Files attach to this request now. Once the AI reader is connected, uploads read the documents and fill the fields automatically.

1 You (loan officer / lender)

So we know who to send the quote and binder to.

Your name *

Company / lender *

Your email *

Your phone *

NMLS # (optional)

Send binder / quote to

2 Borrower / client

The insured. Upload the 1003 above and this auto-fills.

Borrower first name *

Borrower last name *

Co-borrower (optional)

Borrower email (recommended)

Borrower phone (recommended)

Borrower's current address (if a new purchase — where they live now)

Any claims in last 5 years?

3 Property being financed

Start typing the address — we'll help complete it.

Property address *

City *

County

State

ZIP *

How will it be occupied? *

Property type

Property details (auto-fills from appraisal / dec — leave blank if unknown)

Year built

Living area (sq ft)

Construction

Roof material

Roof year

Pool?

4 Loan & closing

The essentials to bind on time.

Transaction type *

Closing / needed-by date *

Loan number (if known)

Loan amount

Purchase price

Appraised value (if available)

Escrowed for insurance?

Required dwelling coverage (min)

Insurance budget (annual — escrow/DTI)

Current premium (if refi — from dec page)

Annual property taxes (from PAPA / iMapp)

5 Flood

Lenders in special flood hazard areas require it. We'll confirm the zone.

Is flood required for this loan?

Known flood zone?

Elevation certificate?

6 Mortgagee clause (for the binder)

Exactly how it should read on the policy. We can't issue a binder without it.

Mortgagee / lender name *

Add "ISAOA / ATIMA"

Mortgagee mailing address

Loan number on clause

Title / closing company

Closing agent email (to send the binder)

7 Coverage & notes

Meet loan requirements with the agent's recommended coverage

Liability (Cov E)

All-other-perils deductible

Hurricane deductible

Notes for the agent (rush reasons, special instructions)

I'm authorized to request this quote on the borrower's behalf and for Floridian Policy Pros to obtain the reports needed to prepare it and issue a binder.

"Send" opens your email to Floridian Policy Pros with everything filled in. Attach the uploaded files to that email before sending.