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Mortgage Information Form

Please provide us with as much of the following information as you can so that one of our loan consultants may present you with a summary of the products we offer that will best fit your needs. We look forward to speaking with you.

I
Primary Borrower

1. First Name*
2. Middle Initial
3. Last Name*
Co-Borrower

1. First Name
2. Middle Initial
3. Last Name
 
II
Current Address

1. Address
2. City
3. State
4. Zip
Proposed Property Address

1. Address
2. City
3. State
4. Zip
 
III
Contact Information

1. Home Phone
2. Work Phone*
3. E-mail*
4. Best Time to call
 
IV
Purchase Information

1. Purchase price
2. Down Payment
3. Mortgage Type
4. Property Located City    or
State
5. Property Under Contract Yes   No
6. Estimated Purchase Date
7. Property Type
8. Use of Property
 
V
Refinance Information

1. Property Value
2. How long owned
3. First mortgage amount
4. Second mortgage amount
5. Loan Amount requesting
6. Property Type
7. Use of Property
 
VI
Employment Information

1. Employed / Self-employed
2. Employer
3. Length of Employment
4. Length in field
5. Position
6. Rough Gross Salary
7. Other Income
 
VII
Personal Information

1. Currently Own / Rent
2. Bankruptcy Yes   No
3. Credit high    Medium    Low
 
VIII
Asset Information

1. Checking account balance
2. Savings account balance
3. Other Assets
 
IX
Debt Information

1. Car Payments
2. Credit card payments
3. Alimony / Child support
4. Second / Vacation Home payments
5. Student loan payments
6. Other Loan