Mortgage Information & Assistance
General Questionaire
Property Information____________________________________________________
Property Address
Number of Units Year house was built
Purpose of Loan Purchase Refinance Construction Construct-Perm Property will be Primary Residence Secondary Residence Investment
Title will be held in what names?
Manner held? Community property Joint tenants JTWROS Single man Single woman Tenants in common Determined in escrow Unmarried man Unmarried woman Estate will be held in? Fee Simple Leasehold
Borrower Information____________________________________________________
Borrower Name: (First) (Initial) (Last)
Social Security# Age Date of Birth (MM/DD/YY)
Yrs School Completed Home Phone
Marital Status Married Separated Unmarried No. of Children Ages
Present Address (Previous Address if less than 2 years total) Own/Rent No. Yrs. Own Rent Own Rent Own Rent
Employment Self Employed Employed Retired DisabledName of Employer
Employer Address Yrs on job 2 Years Needed
Years in this line of work Job Title Phone
If less than 2 yrs at current employment, please complete the following previous employment fields.
Prev. Employer Frm/To
Addr Job Title
Monthly Income Phone
If less than two years with previous employer complete the following
Co-Borrower Information________________________________________________
Co-Borrower Name: (First) (Initial) (Last)
Employer Addr Yrs on job 2 Yrs Needed
Yrs in this line of work Job Title Phone
Monthly Income and Combined Housing Expense Information__________________
Gross Monthly Incomes for Borrower and Co Borrower
Base Employment Income ------------- Borrower $ Co-Borrower $
Overtime (Consistent each month) - Borrower $ Co Borrower $
Bonuses (Consistent each month) -- Borrower $ Co Borrower $
Commissions ----------------------------- Borrower $ Co Borrower $
Dividends/Interest ---------------------- Borrower $ Co Borrower $
Net Rental Income ---------------------- Borrower $ Co Borrower $
Combined Monthly Housing Expense
Rent-$ or First Mortgage (Principle & Interest) -$
Second Mortgage (Principle & Interest)-$ Hazard (Homeowners) Insurance - $
Real Estate Taxes (Monthly Amt) - $ Mortgage Insurance (If Applicable) - $
Monthly Homeowners Assn. Dues - $
Assets and Liabilities (Borrower and Co-Borrower)__________________________
ASSETS
Name & Address Of Bank Account Number Approx. Bal
Stocks & Bonds (Company Name, Number & Description) Amount
Life Insurance Cash Value - Face Amount $ Vested Interest in Retirement Fund $
Net Worth of Business(es) Owned $ Real Estate Owned (Totl Mkt Value) $
Autos/Boats Owned (Make & Yr) Retail Value Autos/Boats Owned (Make & Yr) Retail Value
Replacement Value of Household Goods (Furniture, TV's, Jewelry, Art, etc.) - $10,000 $15,000 $20,000 $30,000 $40,000 $50000 $60,000
LIABILITIES
Name and Account# of Company Mthly Pymt Unpd Bal.
Schedule Of Real Estate Owned___________________________________________
Property Type Market Mtg Grs Rntl Mtg Ins/Tax Address Prop. Value Amount Income Pymnt Pymnt Sfr 2-4Plx Condo Town Mobile Sfr 2-4Plx Condo Town Mobile Sfr 2-4Plx Condo Town Mobile Sfr 2-4Plx Condo Town Mobile
If any additional information is required, please enter phone number and best time to call either during the day or evening hour. Thank you.
Home Phone Work Phone Fax Number
Cell Phone Best time to contact? Day Evening
How would your rate your credit? Excellent Good Good - Some Lates Some Credit Problems Major Credit Problems Prior Bankruptcys
E-mail address? Authorization to Pull Credit Reports No Yes