Last Name First Name
Date of Birth SSN#
Address City
State Zip How Long
Phone Number Work Number
Most Recent Employer How Long
Monthly Income Before Taxes Position
Value of Home Balance$ Rate%
What is this loan for? Refinance Purchase
First time home buyer? Yes No
How long do you plan to stay in your home or loan? 1 year 5 years 10 years 15 years 20 years 25 years 30 years 35 years 40 years
Occupancy 5 Self Employed? Yes No
How would you assess your credit? Excellent Fair Poor
Check Your Priorities Below:
Get cash for any purchase
Lower overall monthly payments
Home Improvments
Pay off credit cards
Lower rate and payments
Pay for education