Your current address:
How long have lived at this address? Do you own? Or rent?
If you have lived at the above address for less than 2 years, please enter your previous address and how long you lived there:
social security number date of birth phone number (including area code) email address
subject property's street address subject property's city/town subject property's state subject property's zip code
purchase price amount you wish to borrow (mortgage amount) annual real estate taxes annual homeowner's insurance monthly condo. or association fee (if applicable)
Please enter the dollar value of liquid assets -- monies that have been in a bank account for longer than 3 months.
Semi-liquid assets -- stocks, bonds, cd's or other securities.
Dollar value of real estate for sale (if any)
Value of any other real estate
Value of any personal property you have for sale -- car, boat, etc.
Projected assets to be received -- if you expect to receive a gift from a relative, an inheritance, an insurance settlement or other monies please indicate the dollar value and a brief description of the source.
Have you received a steady income from this source for Less than two years More than two years
Enter the dollar amount of your annual base income. (Please do not include any overtime, bonuses, or other income here.)
Enter the dollar amount of any other income and a brief description of where it comes from (overtime, second job, dividends, interest, social security, pension plan, etc.)
last name first name middle initial sr., jr. etc.
Their current address (if different):
How long have they lived at this address? Do they own? Or rent?
If they have lived at the above address for less than 2 years, please enter their previous address and the length of residency:
social security number date of birth
Their income is derived from Salary (W2 Income)Hourly Wages (W2 Income) Self Employed (bottom-line from Schedule C)Other
Has your co-person received a steady income from this source for Less than two years More than two years
Is there anything else relevant to income?
Monthly minimum required credit card payments (Even if you pay all credit cards in full each month, try to add together the "minimum payments" required by each company.
The balance on any mortgage to be paid-off.
The monthly payment (including taxes, insurance, mortgage insurance, association fees) on any mortgage that will not be paid-off.
Any other monthly installment debt or court ordered obligations (like personal loans, child support, etc.)
Mortgage & Real Estate Help Desk