APPLICATION PROFILE AND PRE-QUALIFY ASSESSMENT DATA
Please Answer All Questions to the best of your ability.
Type "n/a" in any field if not applicable
All data provided will be heald in the srtictest of confidence
by our profile assessment team in accordance with our
high security standards and professional practices...
The mortgage specialist assigned to your profile will contact you
within 48 hours to let you know exactly what you qualify for
and what we need to do next to proceed...
Check one box below
Select and check box below with your mouse relative to loan type objectives as applicable.
A - Refinancing existing loan(s)
B - Equity Financing - (add 2nd or line of credit)
C - Financing - (now free & clear)
Complete all fields below as applicable.
WHO IS your current MORTGAGE with?:
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What type of Mortgage is it(Fixed, Variable, etc.)?:
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Month and year of mortgage starting date?:
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Current interest rate?:
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Interest rate at start?:
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Any prepayment penalty (Y/N)?:
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If yes, how much or what formula used?:
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HOW MUCH is your current Monthly Mortgage PAYMENT?:
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WHAT IS the BALANCE of your current Mortgage?:
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Does your payment INCLUDE Taxes and Insurance (Y/N)?:
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How much is your Annual Property TAXES?:
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How much is your Annual Homeowners IINSURANCE Premium?:
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Do you have a SECOND Mortgage or Equity Line of Credit (HELOC)?:
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If yes, WHICIH is it (2nd or Heloc)?:
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WHEN did you get it (if any)?:
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For HOW MUCH is the 2nd or Heloc (if any)?:
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WHAT’s the current BALANCE of your 2nd or Heloc (if any)?:
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WHO holds your 2nd or Heloc (if any)?:
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What is the PAYMENT (on the 2nd /Heloc, if any)?:
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WHAT iS the Interest Rate (on the 2nd/Heloc, if any)?:
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WHAT is the Term (How long on the 2nd/Heloc, if any)?:
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Helpful comments, if any, that may be relevent in our assessment of your mortgage and property EXPENSES?:
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WHAT YEAR did you PURCHASE your home?:
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HOW MUCH did you PAY for your house?:
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HOW MUCH do you think your House is WORTH TODAY?:
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What is your source for the estimated value?:
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What TYPE of PROPERTY is your House? (SFR, Condo, or 2-4 unit, etc)?:
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IS THIS your PRIMARY residence or INVESTMENT Property?:
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How many square feet is it apprx?:
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How any Bedrooms?:
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How many Bath rooms?:
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Helpful comments, if any, that may be relevent in our assessment of your PROPERTY VALUES?:
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Do you have A NEED for CASH OUT like for Home Improvements or to PAY OFF Credit Cards (Y/N)?:
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IF YES: How Much CASH do you need for Home Improvements (if any)?:
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To do what improvements (if any)?:
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How much do you need to pay off Credit Cards (if any)?:
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For how many credit cards (if any)?:
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How much do you need to pay off Auto loan (if any)?:
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How much do you need to pay off Auto loan (if any)?:
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Do you NEED CASH for any OTHER REASON (Y/N)?:
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If yes, How much More and for What?:
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What is the BASIC LOAN AMOUNT preferred (not counting any Fees & Closing Costs required)?:
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Helpful comments, if any, that may be relevent in our assessment of your FINANCIAL NEEDS, Preferances, and what you are trying to accomplish in general?:
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WHO do you currently WORK FOR?:
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Doing what?:
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HOW LONG have you been on the job?:
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HOW MUCH is your Annual or Monthly SALARY?:
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WHERE does your SPOUSE WORK (if any)?:
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Doing what, if anything?:
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HOW long has your spouse worked there (if any)?:
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HOW MUCH is the annual or monthly SALARY of your spouse (if any)?:
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HOW MUCH is the annual or monthly SALARY of your spouse (if any)?:
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Do you have ANY OTHER Income (Y/N)?:
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If YES, how much and from what source?:
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Total of all Other Monthly Income?:
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Is income Verifyable for full-doc as may be needed (Y/N))?:
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If yes, HOW is income Verifiable? (income can also be Stated if not verifyable):
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Helpful comments, if any, that may be relevent in our assessment of your WORK and INCOME situation?:
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Have you been late on your Mortgage in the last 12 months?:
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If yes, how late?:
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Did you ever file for Bankruptcy?:
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If yes, was it a Chapter 7 or 13?:
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If yes, when was it discharged?:
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Any idea what your CREDIT SCORE is and as of when was that?:
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Credit Score of Spouse, if known?:
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Are BOTH you and your spouse on the TITLE of the property?:
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Helpful comments, if any, that may be relevent in our assessment of your CREDIT situation?:
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Regarding ASSETS, HOW MUCH would you say you have in LIQUID Assets total?
(for example like Total in Checking, Savings, 401k, IRA, Pension, etc)?:
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How much of that do you keep in CHECKING, a few hundred, a few thousand,
or even if just a few dollars, how much roughly?:
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Anything in SAVINGS, whether substantial or just a few dollars?:
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IF YES, Last time you checked, how much currently in 401k or IRA?:
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How much in 401k or IRA of Spouse, if any?:
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Anything in STOCKS & BONDS, and if yes, what type and HOW MUCH?:
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Do you have a WHOLE LIFE Insurance Policy, (not term life)?:
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If yes, How Much can you Borrow against what you paid into your whole life policy (if any)?:
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Are there ANY OTHER POSSIBLE ASSETS (if so, what type & how much, if any?:
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Helpful comments, if any, that may be relevent in our assessment of your ASSET situation?:
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Visitor Name (your name, including middle initial, if any):
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Your Date of Birth:
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Your Social Security Number:
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Name of your Spouse:
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Date of Birth of your Spouse:
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Social Security Number of your Spouse:
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Your Current Address (Number, Street, City, Zip):
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Address of Property if different from current address (Number, Street, City, Zip):
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Your Home telephone number:
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Your Work telephone number:
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Your Cell phone number:
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Visitor email address (your email):
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Referred by:
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