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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
Single Family
Townhome
Condo
Multi-Family
Others
8. Use of Property
Primary Residence
Second/Vacation Home
Investment Property
Others
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
Single Family
Townhome
Condo
Multi-Family
Others
7. Use of Property
Primary Residence
Second/Vacation Home
Investment Property
Others
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
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