Please
tell us about yourself
Your
Name (First & Last):
What
is your Income Documentation Level?
-Select
your Documentation Level-
Full
Documentation: Pay Stubs, W2's, etc
Stated
Income: Bank Statements only
No
Doc: No Income, No Employment, No Assets
-Self
Employed?--
No
Yes
-Select
your Credit Rating-
EXCELLENT
(perfect credit)
ABOVE
AVERAGE (1 or 2 minor bumps)
FAIR
(a few bumps, nothing serious)
POOR
(collections, mortgage lates, etc)
BAD!
(Bankruptcy, Foreclosure, Tax Liens)
What's
your Monthly Gross Income?
$
If
you're using a Co-Borrower on your loan, please answer
the following questions
Is
a Co-Borrower applying along with you?
-Any
Co-Borrower Applying?-
No
Yes
-Self
Employed?-
No
Yes
-Select
Co-Borrower Credit Rating-
EXCELLENT
(perfect credit)
ABOVE
AVERAGE (1 or 2 minor bumps)
FAIR
(a few bumps, nothing serious)
POOR
(collections, mortgage lates, etc)
BAD!
(Bankruptcy, Foreclosure, Tax Liens)
What's
their Monthly Gross Income?
$
Please
tell us about your refinance objectives
-Select
Refinance Objective-
to
refinance 1st mortgage at the current balance
to
refinance 1st mortgage and take cash out
to
convert from a Variable to a Fixed
to
combine 1st and 2nd mortgage into new 1st
to
eliminate my mortgage insurance
Are
you interested in taking any cash out?
-Any
Cash Out?-
No Cash Out
Yes
$
Please
tell us about your current home and mortgage
Property
Type:
-Select
Current Property Type-
a Single
Family Residence
a Condominium
a Co-Operative
a 2-4 Unit Building
Current
Property Use:
-Select
Current Property Use-
as my Primary Home
as a Second/Vacation
Home
as
a Rental/Investment Property
Date
you Originally Purchased Home:
mm/dd/yy
Original
Home Purchase Price:
$
Approx
Current Home Value:
$
Which
loan type do you currently have?
-Select
Current Loan Type-
Conventional Loan
FHA Loan
VA Loan
What
interest type is your current loan?
-Select
Current Loan Term-
1 Month ARM
1 Year ARM
3 Year Fixed ARM
5 Year Fixed ARM
7 Year Fixed ARM
10 Year Fixed ARM
15 Year Fixed
20 Year Fixed
30 Year Fixed
$
%
1st
Mortgage Monthly Payment:
(Principal & Interest only)
$
Do
you currently have a 2nd Mortgage?
-Any
2nd Mortgage?-
No
Yes
$
2nd
Mortgage Interest Rate:
%
2nd
Mortgage Monthly Payment:
$
Do
you currently have Mortgage Insurance (PMI)?
-Any
Mortgage Insurance now?-
No
Yes
Monthly
Mortgage Insurance (PMI) Payment:
$
Please
tell us about the loan you're interested in
Which
loan type are you interested in?
-Select
Loan Type-
Conventional Loan
FHA Loan
Which
interest type are you interested in?
-Select
Loan Program-
Interest Only
1 Year ARM
3 Year Fixed ARM
5 Year Fixed ARM
7 Year Fixed ARM
10 Year Fixed
15 Year Fixed
20 Year Fixed
30 Year Fixed
Other
Information or Comments
Please
tell us anything else we should know in order to
help you better.
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-How'd
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