Personal Information |
| Homeowner or New Buyer?: |
|
| Name: |
|
| Spouse: |
|
| Address: |
|
| City |
|
| State |
|
| Zip |
|
| Home Phone: |
|
| Work Phone: |
|
| Email: |
|
| Best Time To Contact You: |
Mornings
At Home
Afternoons
At Home
Evenings
At Home
Mornings
At Work
Afternoons
At Work
Evenings
At Work |
| Other Time? |
|
Property Information |
| Property Type: |
|
| Original Purchase Price |
|
| Year of Purchase |
|
| Estimated Current Value |
|
| How confident are you of
current value? |
|
Income & Credit
Information |
| What is your combined annual
income? |
Primary
Spouse (if any)
Other? |
| Current
Employer(s) |
|
| How would you rate your
credit? |
|
| Do you know your FICO score? |
|
| From which credit
bureau? |
|
Your Mortgage Information |
| Balance on 1st Mortgage |
|
| Current Interest Rate |
|
| Type of Loan |
|
| Second Mortgage
Balance |
|
| Current Interest Rate |
|
| Type of Loan |
|
Other Debts |
Total Debt Payments (list as total or separately.
Please include payment and balance and a car loan is different
than credit cards or other revolving
debts) |
| Car Debt |
|
|
Monthly |
|
| Credit Card |
|
Monthly |
|
| Other Debt |
|
| Monthly |
|
| |
|
Your Loan Needs |
| Type of Loan Desired |
|
| Other? |
|
| Total Amount of Loan |
|
|
|
| Comments:
Other details we should be aware
of... |
|
|
|
