Please tell
us about your transaction
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| What service are you applying for? |
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| What type of loan do you prefer? |
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| What loan term do you prefer? |
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Purchase Transaction/Pre-Approval:
Please answer the questions below in order to process your Purchase Transaction/Pre-Approval
request. |
| Type of transaction |
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| Type of property |
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| Purchase price (or target if pre-approval) |
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| Amount of your down payment |
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| Source of your down payment |
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| Are you working with a Realtor? |
yes
no |
| Have you made an offer on a property yet? |
yes
no |
| Has your offer been accepted? |
yes
no |
| Amount of your escrow deposit, if applicable |
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| When do you want to close? |
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Refinance Transaction:
Please answer the questions below to process your Refinancing Transaction
request. |
| Type of transaction |
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| Type of property |
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| Present value of property |
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| Balance of mortgage(s) |
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| If there is a second or equity credit line |
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| Amount of cash, if any, you want from the new
loan |
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| When do you want to close? |
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Your Information |
Co-Borrower Information |
| First name |
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| Middle initial |
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| Last name |
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| Social Security number |
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| Age |
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| Marital status |
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| Present street address |
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| Present city |
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| Present state |
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| Present zip code |
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| Do you own or rent? |
own
rent |
own
rent |
| How many months have you lived at this address? |
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If less than 24 months, then fill in your prior address
below
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| Prior street address |
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| Prior city |
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| Prior state |
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| Prior zip code |
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| Home Phone Number |
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| Alternate Contact Number |
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| Best Time to Contact You |
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| Email address |
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| 3) Please provide us with
some information about your employment, and that of your co-borrower,
if applicable. |
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Your information |
Co-borrower information |
| Employment Status |
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| Name of Company |
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| Address |
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| City/State/Zip |
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| Work Phone Number |
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| Job Title |
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| Type of Business |
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| Years in This Line of Work |
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| Years on This Job |
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| If Less Than 24 months, then: |
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| Prior Employer |
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| Dates of Prior Employment |
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4) Please provide us with information
about your income.
Note: Use monthly pre-tax figures. |
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Your information |
Co-borrower information |
| Self employed income |
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| Base employment income |
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| Commissions and/or bonus |
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| Overtime income |
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| Other income |
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5) What are your current housing expenses?
Note: Please use monthly figures only. |
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Your information |
Co-borrower's information |
| Rent |
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| Mortgage payment (1st) |
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| Other mortgage payment (2nd) |
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| Hazard insurance |
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| Real estate taxes |
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| Mortgage insurance |
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| Homeowner Assoc. Dues |
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6) Please tell us about your
assets.
Note: You may combine your assets if you are married. For
funds in an financial institution, please use the ending balance from
your most recent statement. |
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Your information |
Co-borrower's information |
| Checking/Saving Accounts |
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| Stocks and Bonds |
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| Value of real estate owned |
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| Other |
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7) What are your monthly obligations?
Note: If you and your co-borrower are married, you may combine your
monthly debts into one figure. Use minimum monthly payments. |
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Your information |
Co-borrower's information |
Total payments on long term debt including installment
and revolving debt, leases, support, mortgages (exclude any debts that
will be paid off with this transaction)
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Finally, Please tell us about your credit
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