Step 1

Today's Date: 

Target
Closing Date:

---- close in 3-4 weeks close in 5-6 weeks close in 7 or more wks i dont have a property

Type of Loan:

---- 1st mortgage 2nd mortgage refinance home improvement other  

Length of Loan:

---- 30 year fixed 25 year fixed 20 year fixed 15 year fixed 10 year fixed 1 year ARM 3 year ARM 5 year ARM 7 year ARM 7 year ARM 10 year ARM 5 year balloon 7 year balloon FHA 30 year fixed FHA ARM VA 30 year fixed  

Loan Amount:

Property Market Value:

Down Payment:

Money for Down Payment:

---- checking/savings 401 k gift funds sale of current home sale of another asset brokerage account

Property Type:

---- Primary residence Secondary residence Investment property

Property Address:

City:

State:

Zip:

Borrower Information

If you have a co-borrower,
please check 'yes'

Marital Status:

---- Married Single Separated

Co-Borrower:

Yes No

Step 2

Primary Borrower

Last Name:

First Name:

M.I.

E-Mail Address:

Home Phone:

Household Income:

Co-Borrower

Last Name:

First Name:

M.I.

E-Mail Address:

Home Phone:

Household Income:

Step 3

If you have a co-borrower with the same address, 
please check the 'yes" same as primary

Current Residence

same as primary

Yes No

Primary Borrower:

Street Address:

City:

State:

Zip Code:

Do you Own, Rent or Live Rent Free:

---- Own Home Renting Live Rent Free

Lived at this address:

yearsmonths

Co-Borrower

Street Address:

City:

State:

Zip Code:

Do you Own, Rent or Live Rent Free:

---- Own Home Renting Live Rent Free

Lived at this address:

yearsmonths

Step 4

If you have lived at your current residence for less than two years,
please provide a former address.

Previous Location

Primary Borrower

Street Address:

City:

State:

Zip Code:

Lived at this address:years months

Co-Borrower

Street Address:

City:

State:

Zip Code:

Lived at this address:years months

Step 5

Employment

Primary Borrower

Are you self employed: Yes No

Current employer:

Employer's Address:

City:

State:

Zip Code:

Position or Title:

Work Phone#:

Time with employer:

monthsyears

Yearly Income before Taxes:

Co-Borrower

Are you self employed: Yes No

Current employer:

Employer's Address:

City:

State:

Zip Code:

Position or Title:

Work Phone #:

Time with employer:

monthsyears

Yearly Income before Taxes:

Step 6

Monthly Liabilities:

credit cards:

rent/mortgage:

auto loans:

child support:

student loans:

alimony:

personal loans:

other loans:

Any additional comments: