Married Single Divorced Separated Spouse (or Partner's) name Does your spouse/partner work and will he/she be on the loan?
Home Phone Cell Work Email Days Evenings Weekends
Own Rent Address: How Long have you been at this location? Looking to purchase approximate date Looking to refinance approximate date How long have you been at your current job? How long has your Spouse/Partner been at their current job? How long were you at your last job? How long has your Spouse/Partner been at their last job? Do you own your own business? If so, for how many years? If so, are you a partner with anyone else or own it solely by yourself? Birthdate (i.e. xx-xx-xxxx) Spouse's/Partner Birthdate (i.e. xx-xx-xxxx)
If so, how much? What is your monthly rental amount? Will we be able to verify one year's rental receipts? If not, why? What size loan amount do you think you are looking for? What is the estimate amount of the purchase price? Do you need assistance in finding a great priced home in your area? If you could qualify, would you be interested in an Interest Rate of 3.25%? What was your adjusted gross income for last year? Bonuses yearly Overtime yearly What was your spouse/partner's adjusted gross income for last year? Bonuses yearly Overtime yearly Do you or your spouse currently pay child support? Dollar amount of monthly child support "paid" Children's ages of whom you "pay" child support Do you or your spouse currently receive child support? Dollar amount of monthly child support "received" Children's ages of whom you "receive" child support
Current Interest Rate Is it an Arm? Or a Fixed Rate? 15 year? 20 year? 30 year? Is it a Conventional Loan? Or an FHA Loan? Or a VA Loan? If you could qualify, would you be interested in an Interest Rate of 3.25%? Do you currently have a pre-payment penalty? What is the estimated balance of the first mortgage? Do you have a second mortgage? What is the interest rate of the second mortgage? What is the estimated balance of the second mortgage? Would you like to consolidate your first and second if you could get one low rate? Are you currently paying MI (mortgage insurance for over 80% LTV) Do you pay monthly association fees? Amount? Do you pay annual association fees? Amount? Are you looking for cash out? Amount? Are you trying to consolidate debt? Amount? What is your total monthly mortgage payment? Are your taxes and insurance included in your mortgage payment? Yes No What is your yearly tax amount What is your yearly insurance amount Do you or your spouse currently pay child support? Dollar amount of monthly child support "paid" Children's ages of whom you "pay" child support Do you or your spouse currently receive child support? Dollar amount of monthly child support "received" Children's ages of whom you "receive" child support What was your adjusted gross income for last year Bonuses yearly Overtime yearly What was your spouse/partner's adjusted gross income for last year Bonuses yearly Overtime yearly
