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Refinance Application

What are your current needs? Purchase    Refinance   Cash Out / R&T
Explain:
   
Borrower:
Address:
 
City:
State:
ZIP:
Phone Number:
Home:
Work:
Cell:
Email Address:
Self Employed? Yes    No
Type of Work:
How Long?  Years      Months
Current Monthly Income:
Last Two Years Income:
Current Employer:
   
Co-Borrower:
Address:
 
City:
State:
ZIP:
Phone Number:
Home:
Work:
Cell:
Email Address:
Self Employed? Yes    No
Type of Work:
How Long?  Years      Months
Current Monthly Income:
Last Two Years Income:
Current Employer:
   
Any other source of income: (P/T job, alimony, child support, investments, social security)
Monthly Income Amount:
   
Re-Finance: (Primary Residence, Investment Property, SECOND HOME)
Type of Property:
SFR Condo / Hotel
Other  
Unit #:
Date of Last Refinance:
Current Loan Balance 1st Mortgage:
Current Payment on 1st Mortgage:
Current Loan Balance 2nd Mortgage:
Current Payment on 2nd Mortgage:
1st Mortgage Interest Rate:
2nd Mortgage Interest Rate:
Pre-Payment Penalty? Yes     No
Annual Homeowners Insurance:
Annual Property/Taxes:
How Long do You Plan to Keep Your Property?
   
Liquid Assets: Approximate Balance (Checking, Savings, 401K’s, Pension Plans, Stock & Bond Portfolio Accounts, etc…)
   
Credit History:
Late Payments? Bankruptcies?
Collections? Charge-offs? Liens?
SSN:
DOB:
   
Best Time to Reach: Morning  Afternoon  Evenings
Appointment Schedule: (if applicable)
 
 
       
 
   
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