Applications & Processing Form

L/O

AGENT: LIST: SPOKE WITH:
DATE:   BEST TIME TO CALL:
TIME:   PHONE #:

PERSONAL INFORMATION (Ask customer to spell FULL NAME )

Applicant: CO Applicant:
Social Security Number: Social Security Number:
Birth Date: Birth Date:
Street Address:  City: State:   Zip Code:   Years there
Home Phone#   COUNTY: Age of Property:

EMPLOYMENT INFORMATION

Employer: Employer:
Position: Position:
Years on job:  Phone#: Years on job:  Phone#:
Monthly Gross Salary: Monthly Gross Salary:
Other Income: $  Type: Other Income: $  Type:
Previous Employer: Previous Employer:
(If less than 2 years) (If less than 2 years)
Position  Time Position  Time

INFORMATION ABOUT THE HOME BEING REFINANCED

VALUE: BASED ON:  (Tax Value, Appraisal., Area Pricing, ect.)
1st Mtg Balance: 2st Mtg Balance:
Payment: Payment:
Rate: Rate:
Term Remaining: Term Remaining:
Lender: Lender:
Does above payment include taxes & insurance   Amount $

HOME INFORMATION

SQFT , BED ROOMS , BATHS , SUBDIVISION:
EXTERIOR:  ACREAGE:
MH?   DW or SW   AGE   Size:   Underpinning

 

CREDIT EXPERIENCE ASSETS:
Have you ever filed bankruptcy? Checking Account  $
Date of bankruptcy/discharge Savings  $
Do you have any judgements/liens? 401k  $
  Other

CREDIT

Last 12 months have you been 30 or more days late on mortgage? [text 12months30dayslate]
Other debt?
Rate your credit A-D

OBJECTIVES: (Lower rate, consolidation, extra cash, how much ete., ) Term Preferred

Signature: Signature: