What type of loan are you looking for?
New Home Purchase
Refinance Better Rate Only
Refinance Cash Out / Home Equity Loan
Refinance / Debt Consolidation
Commercial Purchase
Commercial Refinance
Construction
Construction Permanent
Home Equity Line of Credit (HELOC)
2nd Mortgage
Bankruptcy Chapter 13 Buyout
Foreclosure Bailout
Not Sure
Other
Other/Comment:
< (Check
Here is you would like to know more about Interest Only)
How long do you plan on keeping this loan before you either sell the
property OR refinance this loan once?
< 6 Months
6 Months to 1 Year
1 Year to 3 Years
3 Years to 5 Years
5 Years to 7 Years
7 Years - 10 Years
10 Years - 15 Years
15 Years - 20 Years
20 Years - 25 Years
25 Years - 30 Years
Not Sure
Other/Comment:
What type of loan would you like us to research for you?
Fixed Rate
Option ARM (Adjustable Rate Mortgage)
Balloon Payment
I'd like to keep my options open.
Not Sure
Other/Comment:
If Purchase, What is the Sale Price?
If Refinance, What is your Current Loan Amount?
< $25,000
$25,000- $49,999
$50,000- $59,999
$60K - $74,999
$75K - $99,999
$100,000- $359,650
$359,651- $400,000
$400,001 - $650,000
$650,001 - $1,000,000
$1,000,001 - $1,500,000
$1,500,001 - $2,000,000
$2,000,001 - $5,000,000
> $5,000,000
Not Sure
Other/Comment: $
If Purchase, What Loan Amount be after Down Payment?
If Refinance, What will the New Loan Amount be?
< $25,000
$25,000- $49,999
$50,000- $59,999
$60K - $74,999
$75K - $99,999
$100,000- $359,650
$359,651- $400,000
$400,001 - $650,000
$650,001 - $1,000,000
$1,000,001 - $1,500,000
$1,500,001 - $2,000,000
$2,000,001 - $5,000,000
> $5,000,000
Not Sure
Source of Down Payment
Bridge Loan
Cash on Hand
Checking/Savings
Deposit on Sales Contract
Equity from Pending Sale
Equity from Subject Property
Equity on Sold Property
Gift Funds
Life Insurance Cash Value
Lot Equity
Other Type of Down Payment
Rent with Option to Purchase
Retirement Funds
Sale of Chattel
Secured Borrowed Funds
Stocks & Bonds
Sweat Equity
Trade Equity
Trust Funds
Unsecured Borrowed Funds
Amount of Down Payment: $
Loan Term
30 Years
25 Years
20 Years
15 Years
10 Years
Other
Not Sure
Other/Comment:
Years
Type of
Work?
W2 Wage Earner Hourly / Salary / Tips
1099 Wage Earner / Contractor / Self Employed
Fixed Income Pension Retirement Disability Social Security
Prefer Not to provide this Information on this loan at all
Other
Not Sure
Alimony/Child Support Income
Automobile/Expense Account Income
Foster Care
Military Pay
Notes Receivable/Installment
Real Estate, Mortgage Differential Income
Subject Property Net Cash Flow (2 - 4 unit owner occupied)
Trust Income
Unemployment/Welfare Income
VA Benefits (Non-education)
Other/Comment:
Income Verification Level you will be able to provide us with?
Full Doc Programs
Bank Statement Programs
Stated Income Verified Assets
Stated Income Stated Assets
No Income No Asset Programs
No Document Programs
Not Sure
Other/Comment:
What type of Property will this loan be for?
Single Family Residence
Condominium (Less than 4 Stories High)
Condominium (4 stories or higher)
Townhouse / PUD
Duplex Properties
Triplexes / Quadplex Properties
Mobile Homes / Detached Properties
Raw Land
Farm / Rural Properties
Commercial
Other
Other/Comment:
How will this property be vested?
Single Man
Single Woman
Joint Tenants / Joint Contractual
To be determined in escrow
Unmarried man
Unmarried woman
Tenants in common
Community property
Not Sure
Other/Comment:
What will your residency be in this property?
Primary Residence Owner Occupied
Secondary Residence Owner Occupied
Investment Property Non Owner Occupied
Investment Property Owner Occupied
Not Sure
Other
Other/Comment:
Would you like escrows?
(Escrows are dividing your Real Estate Tax and Insurance
Bills into 12 equal monthly payments and adding them into your monthly
mortgage payment. When your escrowed account's value increases, so
will your monthly payment. If you choose not to have escrows, you will
have to pay your Tax and Insurance Bills on your own when they're due.
Check All that apply and write in their amounts. If you don't know the
amounts, Best guess will do.)
Type
Yes
Amount
Taxes
$ (Real Estate Property
Taxes Only)
Insurance
$ (Includes Hazard,
Hurricane, Flood)
Home Owner Association Dues
$ (HOA
Fees/Dues cannot be escrowed)
*If this property has HOA dues/fees, are
they:
Weekly
Monthly
Bi-Monthly
Bi-Weekly
Every 3 Months
Every 4 Months
Every 6 Months
Annually
Bi-Annually
First Name
Middle Name Last Name
Jr.
Sr.
II
III
Other
None
Suffix
Phone Number
Fax Number
Email
Present Address
Property Address
(Please include Street Address, City, State, Zip Code)
<
(Check here if Property Address is the same as the Present Address ex.
Refinance)
*What is your middle credit score range (best guess will do)
?
=< 499
500 - 549
550 - 579
580 - 599
600 - 619
620 - 639
640 - 659
660 - 679
680 - 699
700 - 719
=> 720
(If you have 4 scores, choose your lowest
middle score range)
(We will not ask for your Social Security Number or Date of
Birth over the internet even with our secure server connection. However,
providing this information will speed the process up and will provide more
accurate quotes. When one of our Licensed Brokers calls you for a live
response, we will go over this information with you.)
If employed, How many years at the same job?
How many years in the same line of work?
< (Check
here if you are self employed)
What type of work do you do?
About how much do you spend in bills every month that report to credit
bureaus? (such as credit cards & loans)
$
About how much did you make last year from real income reported to the
IRS?
$
Questions:
(Check All That
Apply)
Yes
Are there any outstanding judgments against
you?
If Yes Checked, Please List
How Much is Approximately Outstanding $
Have you been declared
bankrupt within the past 7
years?
If Yes Checked, Please List
If/If Not Discharged & When
Have you had property
foreclosed upon or given title or deed in lieu thereof in
the last 7
years?
If Yes Checked, Please List
When Foreclosure was finalized
Are you a party to a
lawsuit?
If Yes Checked, Please List
What Type
Have you directly or
indirectly been obligated on any loan which resulted in
foreclosure, transfer of title in lieu of
foreclosure, or judgment?
(This would include such loans as home
mortgage loans, SBA loans, home improvement
loans, educational loans, manufactured (mobile) home loans, any mortgage,
financial
obligation, bond, or loan guarantee.
If Yes Checked, Please List
When Foreclosure was finalized
Are you presently delinquent
or in default on
any
Federal debt or any other loan,
mortgage, financial obligation, bond, or loan
guarantee?
If Yes Checked, Please List
How Much is Approximately Outstanding $
Are you obligated to pay
alimony, child support, or separate
maintenance?
If Yes Checked, Please List
How Much You Pay Monthly $
Is any part of the down
payment
borrowed?
If Yes Checked, Please List
How Much is Borrowed $
Are you a co-maker or endorser
on a
note?
Are you a U. S.
citizen?
Are you a permanent resident
alien?
Do you intend to occupy the
property as your primary
residence?
If "Yes," complete question m below.
Have you owned a property in the last three
years?
What type of property did you own-principal residence (PR)
second home (SH)
or investment property (IP)
?
How did you hold title to the home-solely by yourself (S) ,
jointly w/ your spouse (SP) ,
or jointly w/ another person (O)
?
Please provide us with further Comments Such as best time to call you or
any Questions you may have: