Mortgage Information Form

Instructions

  1. Use this form to request mortgage information.
  2. Please fill out the general section.
  3. Please fill out :
  4. When finished click on the send button

A loan officer will contact you. A phone number is required.


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General Section

Contact Information

Name:
Home Phone: Work Phone:
E-mail:
Best time to reach me

Property Location


City: State:

Loan Request

Purchase
Refinance
Credit Line
Home Improvement
Other, please describe:

Loan Amount

Loan amount desired is $

Type of Loan

30 yr fixed
15 yr fixed
30/5 yr fixed
30/7 yr fixed
Adjustable
Haven't decided
Other, please state

Personal Information

Annual household income is $
My credit history is
excellent
good, but some lates
some credit problems
major credit problems
don't know

Purchase Section

FILL THIS OUT IF PURCHASING A HOME

Please skip to the next section if refinancing

TimeFrame

Thinking about it
Actively Looking
About to make an offer
Have a sales contract

Realtor Information

I am working with a Realtor
Please refer me to a Realtor
I am buying directly from the seller
I am buying directly from the builder

Purchase Price

I expect to buy a home between $ and $

Down Payment

I expect to put between % and % down

REFINANCE SECTION

FILL THIS OUT ONLY IF REFINANCING

Please skip to the next section if applying for a second mortgage

Property Value

The property should appraise for $
Don't know

Existing loans on property

1st loan balance $
2nd loan balance $
3rd loan balance $

Reason for Refinancing

Reduce Interest rates
Change from fixed to adjustable
Change from adjustable to fixed
Need cash out. Cash out required $
Other, please specify

Current loan type

Fixed
Adjustable
Other, please specify

Second Mortgage Section

FILL THIS OUT IF REQUESTING A SECOND MORTGAGE, CREDIT LINE, or HOME IMPROVEMENT LOAN

Type of loan

credit line
fixed 2nd mortgage
Other, please state

Existing loans on property

1st loan $
2nd loan $
Do any of the loans have negative amortization?
Yes
No
Don't Know

Reason for loan

home improvement
pay off bills
other, please specify



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