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Financing Confident Decisions
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 Primary Contact Information
 Name
 Email
 Telephone
 Mailing Address
 City, State, Zip ,
 Subject Property
 Property Type
 Occupancy
 Estimated Property
 Value
 County
 State
 Zip
     
     
 Existing First Mortgage Information
   Original Amount
   Original Term
   Current Balance
   Current Payment
   Lender's Name
   Loan Type
   Interest Rate
   Remaining Term
   Payoff or Subordinate
 to New Loan
  Existing Home Equity Line of Credit (HELOC)
   Maximum Credit Limit
   Original Amount
   Original Term
   Current Balance
   Current Payment
   Lender's Name
   Loan Type
   Interest Rate
   Remaining Term
   Original Funding Date
   Increased Loan
 Balance in Last 12 Mo.?
   Payoff or Subordinate
 to New Loan
 Borrower Information
 Name
 Street Address
 City, State, Zip ,
 Home Phone
 Work Phone
 Email
 Ownership Status
 Current Monthly
 Housing Payment
 Gender
 Citizenship Status
 Social Security Number
 Birth Date
 Marital Status
 Number of Dependents
 Relationship to
 Co-Borrower
  Borrower Income Information
 Employer
 Position
 Time with this Employer
 Base Employment
 Income
 Bonus, Commission,
 Overtime Income
 If Self-Employed,
 Percentage of
 Ownership
 Other Income
  Borrower Assets
 Checking, Savings and
 Other Bank Deposits
 Stock, Bond and Other
 Investment Accounts
 Retirement Accounts
 Escrow Deposits
 Seller Contributions
 Gift Funds
 Equity from Sale of
 Home
  Borrower Credit
 Credit Rating
 Please Check Any
 that Apply
Bankruptcy
Foreclosure
Income Tax Liens
Late Mortgage Payments
 Do You Authorize Us to
 Run Your Credit?
 
 
 
 
   
   
  Mortgage Assumptions
 New First Loan Amount
   New Second Loan Amount
 Preferred Type of New
 First Loan
   Preferred Type of New
 Second Loan
 Loan Purpose
 New Loan Lien Priority
 Documentation to be
 Provided
   Estimated Closing Date
 Existing Second Mortgage Information
   Original Amount
   Original Term
   Current Balance
   Current Payment
   Lender's Name
   Loan Type
   Interest Rate
   Remaining Term
   Payoff or Subordinate
 to New Loan
 Existing Third Mortgage Information/Other Liens
   Original Amount
   Original Term
   Current Balance
   Current Payment
   Lender's Name
   Loan Type
   Interest Rate
   Remaining Term
   Describe
   Payoff or Subordinate to
 New Loan
     
     
 Co-Borrower Information
   Name
   Street Address
   City, State, Zip ,
   Home Phone
   Work Phone
   Email
   Ownership Status
   Current Monthly Housing
 Payment
   Gender
   Citizenship Status
   Social Security Number
   Birth Date
   Marital Status
   Number of Dependents
     
  Co-Borrower Income Information
   Employer
   Position
   Time with this Employer
   Base Employment
 Income
   Bonus, Commission,
 Overtime Income
   If Self-Employed,
 Percentage of
 Ownership
   Other Income
  Co-Borrower Assets
   Checking, Savings and
 Other Bank Deposits
   Stock, Bond and Other
 Investment Accounts
   Retirement Accounts
   Escrow Deposits
   Seller Contributions
   Gift Funds
   Equity from Sale of
 Home
  Co-Borrower Credit
   Credit Rating
   Please Check Any that Apply Bankruptcy
Foreclosure
Income Tax Liens
Late Mortgage Payments
   Do You Authorize Us to
 Run Your Credit?
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