To apply for a mortgage, please answer the questions below.
Borrower's Information
Co-Borrower's Information
First Name
First Name
Last Name
Last Name
Social Security Number
Social Security Number
Home Phone
Home Phone
Date Of Birth
Date Of Birth
Marital Status
Unmarried
Married
Separated
Marital Status
Unmarried
Married
Separated
Email Address
Email Address
Present Address
Present Address
Current Residence
I Currently Own My Home
I Currently Rent My Home
Current Residence
I Currently Own My Home
I Currently Rent My Home
For How Many Years?
<1
1
2
3
4
5
5+
For How Many Years?
<1
1
2
3
4
5
5+
Occupation
Occupation
Two Year Employment History
Two Year Employment History
Business Phone
Business Phone
Gross Monthly Income
Gross Monthly Income
Monthly Rent/Mortgage Payment
Monthly Rent/Mortgage Payment
Insurance Agent's Name & Phone
Insurance Agent's Name & Phone
Property Information and Purpose of Loan
What is the Loan Purpose?
Purchase
Refinance
What is the Property Type?
Primary Residence
Second Home
Investment
How Long Do You Plan to Own?
Less Than Two Years
Two to Five Years
Over Five Years
What Type of Loan Do You Want?
Fixed Rate
Adjustable Rate
Interest Only
Assets
Average Monthly Checking Account Balance
Average Monthly Savings Account Balance
Market Value of Retirement Account
Life Insurance Net Cash Value
Company Names and Market Values of Held Stocks / Bonds
List All Real Estate Owned Properties
(include market value, liens, mortgage payments, insurance, and taxes for each property)
Declarations
Has Borrower/Co-Borrower Declared Bankruptcy or Foreclosure Within Last 7 Years?
No
Yes
Are There Any Outstanding Judgements Against Either of You?
No
Yes
Additional Comments