Mailing address (and property address if different.)
What kind of transaction will this be?
Purchase
Pre-approval
Cash-out Refinance -- gives you cash in your hand.
No Cash-Out Refinance that covers the re-financing
of the original
balance only -- lowers your payment without giving
you extra cash. A check to cover closing costs will be
required at Settlement.
No Cash-Out Refinance with no cash out-of-pocket -- lowers your payment and
covers closing
costs.
Value of the property.
Desired mortgage amount.
Year property was purchased.
Is this your primary residence?
Yes.
No.
What type of mortgage do you currently have?
Conventional
FHA
VA
Jumbo (over
$203,150)
Other
What is your current interest rate?
What is your current monthly mortgage payment?
(Please include property taxes, homeowners insurance, mortgage insurance,
principle and interest.)
If you are required to pay an "association fee,"
please enter the amount and frequency (ie $185/month.)
How long do you think you will own
the property?
If you have a second mortgage, home equity loan or
line of credit, please give a brief description of the terms -- balance, interest rate,
fixed or adjustable, and most importantly,
when you pulled money out last.
What type of mortgage(s) are you interested in obtaining?
30 year fixed rate
15 year fixed rate
7/23 -- rate is fixed for
first 7 years
5/25 -- rate is fixed
for first 5 years
3 year ARM
1 year ARM
FHA and VA
Other
Your Information
Your age.
Ages of other members of the household.
Years of schooling.
Home phone number.
Years with your present employer.
Years in the same line of work.
Business phone number.
Co-Borrower's (spouse's) Information
Age.
Years of schooling.
Years with their present employer.
Years
in the same line of work.
Business phone number.
Is there anything else you would like to tell us?
Well, that wasn't so bad was it? With this information, we can work as a
team to devise a solid plan for your immediate and longer term goals.
Please press the submit button:
Thank you.