Property Information and Purpose of Loan
Agent Name *
Loan Amount * $
*
Required Fields
Subject Property Address *
City *
State *
Zip *
Purpose of Loan:
Purchase
Refinance
Construction
Construction-Permanent
Other
Purchase Price $
Down Payment $
Property will be:
Primary Residence
Secondary Residence
Investment
Title will be held in what Name(s)
Borrower
Co-Borrower
Borrower First Name *
Co-Borrower First Name
Borrower Last Name *
Co-Borrower Last Name
Social Security Number *
-
-
Social Security Number
-
-
Home Phone *
Email *
Home Phone
Email
Date of Birth (MM/DD/YYYY) *
Yrs. School *
Date of Birth (MM/DD/YYYY)
Yrs. School
Married
Separated
Unmarried (include single, divorced
& widowed)
Married
Separated
Unmarried (include single, divorced
& widowed)
Dependents (not listed by Co-Borrower) No.
Ages
Dependents (not listed by Borrower) No.
Ages
Present Address
*
City*
State*
Zip*
Own
Rent
No. Yrs*
Present Address
City
State
Zip
Own
Rent
No. Yrs
Mailing Address, if different from Present Address
Address
City
State
Zip
Mailing Address, if different from Present Address
Address
City
State
Zip
If residing at present address for less than 2 years, please complete the following
Former Address
City
State
Zip
Own
Rent
No. Yrs
Former Address
City
State
Zip
Own
Rent
No. Yrs
Borrower
Co-Borrower
Employer
Self Employed
Name*
Address *
City*
State*
Zip*
No. Yrs. on this job*
yrs
Months
* Yrs. employed in this line of work/profession
Employer
Self Employed
Name
Address
City
State
Zip
No. Yrs. on this job
Yrs.
Months
Yrs. employed in this line of work/profession
Position/Title/Type of Business*
Position/Title/Type of Business
Business Phone (incl. area code)*
Business Phone (incl. area code)
If employed in current position for less than 2 years or if currently employed in more than 1 position, please complete this section
Borrower
Co-Borrower
Employer
Self Employed
Name
Address
City
State
Zip
Dates ( from
to
)
Monthly Income$
Employer
Self Employed
Name
Address
City
State
Zip
Dates ( from
to
)
Monthly Income$
Position/Title/Type of Business
Position/Title/Type of Business
Business Phone (incl. area code)
Business Phone (incl. area code)
Employer
Self Employed
Name
Address
City
State
Zip
Dates ( from
to
)
Monthly Income$
Employer
Self Employed
Name
Address
City
State
Zip
Dates ( from
to
)
Monthly Income$
Position / Title / Type of Business
Position / Title / Type of Business
Business Phone (incl. area code)
Business Phone (incl. area code)
Monthly Income and Combined Housing Expense Information
Gross Monthly Income
Base Empl. Income: Borrower*
$
Co-Borrower $
Total
$
Assets (Description)
Cash or Market Value
Cash deposit purchase held by
$
Automobiles (make and year)*
$*
Schedule of Real Estate Owned
Property Address
(ender S if sold, PS if pending sale, R if rental)
Type of Property (1-4 Family or Manufactured or Multi-Family)
Present Market Value
Amount of Mortgages & Liens
Gross Rental Income
Mortgage Payments
Insurance, Maintenance, Taxes & Misc.
Net Rental Income
Address
City, State, Zip
S
PS
R
$
$
$
$
$
$
Address
City, State, Zip
S
PS
R
$
$
$
$
$
$
Address
City, State, Zip
S
PS
R
$
$
$
$
$
$
Total
$
$
$
$
$
$
Borrower
Co-Borrower
Yes
No
Yes
No
a. Are there any outstanding judgments against you?
b. Have you been declared bankrupt within the past 7 years?
c. Have you had property foreclosed upon or give title or deed in lieu thereof in the last 7 years?
d. Are you a party to a lawsuit?
e. Have you directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgment?
f. Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee?
g. Are you obligated to pay alimony, child support, ot separate maintenance?
h. Is any part of the down payment borrowed?
i. Are you a co-maker or endorser on a note?
j. Are you a U.S. citizen?
k. Are you a permanent resident alien?
l. Do you intend to occupy the property as your primary residence?
m. Have you had an ownership interest in a property in the past 3 years?
(1) What type of property did you own - principal residence (PR), second home (SH), or investment property (IP)?
(2) How did you hold title to the home - solely by yourself (S), jointly with your spouse (SP),or jointly with another person (O)?
Borrower:
I don't wish to furnish the following information
Co-Borrower
I don't wish to furnish the following information
Ethnicity:
Hispanic or Latino
Ethnicity:
Hispanic or Latino
Race:
American Indian or Alaska
Asian
Black or African American
White
Native Hawaiian or other Pacific Islander
Race:
American Indian or Alaska
Asian
Black or African American
White
Native Hawaiian or other Pacific Islander
Sex:
Female
Male
Sex:
Female
Male