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Personal Information (Borrower)
First Name:
Last Name:
Email:
Phone Number:
Mailing Address (Borrower)
Address:
City:
State:
Zip Code:
Loan Type
What type of loan do you need:
Regarding Income (Borrower)
Where are you employed:
What is your position:
What is your gross annual base income before taxes:
What type of employment:
How long have you worked there:
If less than 2 years, where did you work before:
What was your position:
What was your gross annual base income before taxes:
Do you receive bonus or commission income:
What was your commission/bonus income: 2008
2009
2010
If you are relocating, is your company providing relo assistance:
Please provide details about your relocation:
Will there be a co-borrower:
Co-Borrower Personal Information
First Name:
Last Name:
Email:
Phone Number:
Co-Borrower Mailing Address
Address:
City:
State:
Zip Code:
Co-Borrower Income...
Where are you employed:
What is your position:
What is your gross annual base income before taxes:
What type of employment:
How long have you worked there:
If less than 2 years, where did you work before:
What was your position:
What was your gross annual base income before taxes:
Do you receive bonus or commission income:
What was your commission/bonus income: 2008
2009
2010
 
Regarding Debt...
Do You have a carry a balance on your credit cards:
What are your combined credit card balances: $
Do You have a car payment:
What are your monthly car payments: $
How many months do you owe on car loan:   
Do You have a student loan payment:
What are your student loan payments: $
How many months do you owe on student loans:   
Do you have any other debts:
What are your other debt payments: $
Do you have any mortgage debt:
If so what are the PITI payments: $
(If you like, please forward me a copy of your schedule of real estate or please use one attached)
Describe your credit:
Do you make all your payments on time:
Have you ever had a bankruptcy:
Have you ever had a foreclosure:
Regarding Assets...
What is the balance in your checking account(s):
What is the balance in your savings account(s):
What is the balance in your stock account(s):
What is the net value of your exercisable options:
What is the balance in your IRA/SEP/Pension account(s):
What is the balance in your 401k account(s):
Misc. Questions...
What type of property are you most interested:
What price of property are you interested in:
What down payment are you planning on putting down:
Will you be selling a property to buy your future property:
What will be your net proceeds:
Will a family member or relative be gifting you money towards a down payment:
How much will they be gifting:
What is your residency status:
What type of Visa do you have:
How long have you lived in the U.S.:
Do you rent:
What is your rent per month:
What type of property are you most interested:
What price of property or properties are you interested in:
What down payment are you planning on putting down:
Is this a 1031 Exchange:
What will be your net proceeds:
What is your timing to purchase:
What is your residency status:
What type of Visa do you have:
How long have you lived in the U.S.:
Do you rent:
What is your rent per month:
What type of property are you most interested:
What price of property are you interested in:
What down payment are you planning on putting down:
Will you be selling a property to buy your future property:
What will be your net proceeds:
What is the estimated value of your home:
What is your current mortgage balance(s):
What are your PITI payment per month:
When did your purchase your current home:
What was the purchase price of your current home:
As an estimate only, what is the dollar amount of the improvements you made to your current home:
How is the property you are refinancing currently used:
Provide your property/mailing address, day and evening numbers:
What is the estimated value of your property you are refinancing:
What are the balance of your: 1st Mortgage
2nd Mortgage
3rd Mortgage
What are the rates on your: 1st Mortgage
2nd Mortgage
3rd Mortgage
What are the payments on your: 1st Mortgage
2nd Mortgage
3rd Mortgage
Do you want cash out:
How much will you cash out:
How long do you plan on owning the property:
Does your loan have a prepayment penalty:
When does it expire:
When did you purchase your home:
How much did your home cost:
How is the property you are refinancing currently used:
Provide your property/mailing address, day and evening numbers:
What is the estimated value of the subject property in its current condition:
What is the estimated value of the subject property in the future condition (after construction if known)?:
What is the estimated time to complete the project:
What is estimated cost for construction:
Have you completed all your plans, permits and inspections:
What are the balances of your: 1st Mortgage
2nd Mortgage
3rd Mortgage
How long do you plan on owning the property:
Does your loan have a prepayment penalty:
When does it expire:
When did you purchase your home:
How much did your home cost:
Are you working with a Realtor:
What is his/her name and contact info:
What geographic areas are you considering purchasing in:
Provide your present address, day and evening numbers:
Thank you for taking the time to fill out this form. If you have any questions, please feel free to call or email me.