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...
Complete all fields below as applicable.
Are you a FIRST TIME Home Buyer or not? (Yes/No):
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How Much is your current RENT per month?:
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Have you already FOUND the property you want to PURCHASE (Y/N)?:
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IF YES you have FOUND a property, What TYPE of PROPERTY is it? (SFR, Condo, or 2-4 unit, etc)?:
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What is the ADDRESS of the PROPERTY you found?:
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Will this home you found be your PRIMARY or IINVESTMENT Property?:
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HOW MUCH is the purchase PRICE of the home you found?:
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How Much are you planning to put down for DOWN PAYMENT on the home you found?:
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How many square feet is the Home you found?:
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How many Bedrooms in the home you found?:
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How many Bathrooms in the home you found?:
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What is the LOT size of the home you found?:
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Does it have a POOL and if yes. what size is it?:
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Does the house you found have a Sundeck (Y/N)?:
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Describe any Other features the house has that may enhance the value?:
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Have you looked into comparable prices in the area of the home you found, and if Yes, what are they?:
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Has anyone given you estimates of Annual Property Taxes, and if Yes, How much is it?:
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Do you have any estimates of Annual Homeowner’s Insurance Premium, and if Yes, How Much is it?:
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How much is the MONTHLY ASSOCIATION FEE if the property you Found is a Condo or gated Community?:
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Have you put any CASH aside for Purchase Loan CLOSING COSTS, and if Yes, HOW MUCH?:
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Helpful comments, if any, that may be relevent in our assessment of the PROPERTY you FOUND and want to Buy?:
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If you have NOT FOUND a property yet then What Type of Poperty are you looking to Buy? (SFR, Condo, or 2-4 unit, etc)?:
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What kind of FEATURES will you be LOOKING FOR in a home, to find one you like? (Number bedrooms, baths, Sq.Ft., pool, etc):
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Will the property you want to find be for your PRIMARY Residence or INVESTMENT Property? (SFR or Condo or 2-4 unit, etc?):
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What PRICE RANGE homes would you like to be able to consider?:
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Have you STARTED LOOKING at Homes yet (Y/N)?:
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How Much are you planning to put down for DOWN PAYMERNT on the home you find?:
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Do you HAVE that CASH for proposed down payment, or if not yet, WHEN will Cash be ready for downpayment, if any?:
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Have you put any CASH aside for Purchase Loan CLOSING COSTS, and if Yes, HOW MUCH?:
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What is the BASIC LOAN AMOUNT preferred to buy a house (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 the type of property you would like to Buy (but have not found yet)?:
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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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