Basic Information
last name
first name
middle initial
sr., jr. etc.
Your current address:
How long have you
lived at this address?
If you have lived at the above address for less than 2 years, please enter your previous
address and how low
long you lived there:
social security number
date of birth
email address
phone number
Subject Property Information
Property Type To Refinance
primary residence
2nd home
investment
street address
(if different than your residence)
city/town
state
zip code
year the current loan was originated
your current interest rate
your current loan term (years)
current principal and interest payment
estimated current value of subject property
amount you wish to borrow (mortgage
amount)
annual real estate taxes
annual homeowner's insurance
monthly condo. or
association fee
(if applicable)
Assets
Your family -- please enter the ages of any
dependents
Please enter the dollar value of liquid
assets -- monies that have been in a bank account for longer than 3 months.
Semi-liquid assets --
stocks, bonds, cd's or other securities.
Dollar value of real estate for sale
(if any)
Value of any other real estate
Value of any personal property
you have for sale -- car, boat, etc.
Projected assets to be received
-- if you expect to receive a gift from a relative,
an inheritance, an insurance settlement or other monies please indicate
the dollar value and a brief description of the source.
Income
Your primary income is derived from
Salary (W2 Income) Hourly Wages (W2 Income)
Self Employed (bottom-line from Schedule C) Other
Have you received a steady income from this source for
Less than two years
More than two years
Enter the dollar amount of your annual
base income. (Please do not include any overtime, bonuses, or other income
here.)
Enter the dollar amount of any other
income and a brief description of where it comes from (overtime, second job, dividends,
interest, social security, pension plan, etc.)
Your Spouse (or co-borrower)
last name
first name
middle initial
sr., jr. etc.
Their current address (if different):
How long have they
lived at this address?
Do they own?
Or rent?
If they have lived at the above address for less than 2 years, please enter their previous
address and the length of residency:
social security number
date of birth
Their income is derived from Salary (W2
Income) Hourly Wages (W2 Income)
Self Employed (bottom-line from Schedule C) Other
Has your co-person received a steady income from this source for
Less than two years
More than two years
Enter the dollar amount of your annual
base income. (Please do not include any overtime, bonuses, or other income
here.)
Enter the dollar amount of any other
income and a brief description of where it comes from (overtime,
second job, dividends,
interest, social security, pension plan, etc.)
Is there anything else relevant to income?
Liabilities
Monthly auto payment
Monthly minimum required credit card payments
(Even if you pay all credit cards in full each month, try to add together
the "minimum payments" required by each company.
The balance on any mortgage to be
paid-off.
The monthly payment (including taxes,
insurance, mortgage insurance, association fees) on any mortgage that will
not be paid-off.
Any other monthly installment debt or
court ordered obligations
(like personal loans, child support, etc.)
Credit Report Fee
The cost of a residential credit report is $60 for
an individual or married couple. Non-married
co-borrowers (like a father and a son) will be charged
$60 per person. This charge will be applied to your
application fee.
Master Card VISA
Expiration Month: Jan
Feb Mar Apr May Jun Jul Aug
Sep Oct Nov Dec Expiration Year:
01 02 03 04 05
MC/Visa Credit Card Number:
Submit
Thank you.