This application was designed to help the borrower move quickly through the application process with a help tool in every section of the application. This easy to fill form makes getting your home loan a snap.

TYPE OF MORTGAGE AND TERMS OF LOAN

 
*E-mail Address: (Required field)

If you are in contact with a loan officer or interviewer, enter their name below:
Loan Officer or Interviewer's Name:

Loan Applied For:
V.A.
FHA
Conventional
(Choose one)
FmHA
Other
If other (type)

Loan, Tax & Insurance Information
Amount Applied For:
$
Interest Rate: 
 
Number of Months:
 
Yearly Taxes:
$
Yearly Insurance:
$

Amortization Type:
Fixed Rate
Other
If Other (explain)
(Choose one)
GPM
ARM
If ARM (type)

 

PROPERTY INFORMATION AND PURPOSE OF LOAN

Subject Property Address:
Street:
City, State, Zip: 
APN or Parcel Number: 
Number of Units:
Year Built:

Purpose of Loan:  (Choose one)
Purchase
Construction
Other
Refinance
Constr.-permanent
If other (explain)

Property will be: (Choose one)
Primary Residence 
Secondary Residence 
Investment 

 

VESTING INFORMATION 

Title will be held in what names (enter below):
Manner in which title will be held (enter below):

 

BORROWER INFORMATION 

Enter Borrower's Name Below (include Jr. or Sr. if applicable)
First Name:  
Mi.:
Last Name:
Soc. Sec. No.:  
Home Phone:

Age:
Yrs. in School:  
Marital Status: Married Separated Unmarried (includes single, divorced, widowed)

NOTE: If Borrower address is the same as Subject Property address, check the box:
Present Address:
Street:
Own:  Rent: 
City, State, Zip: 
Number of years:


 
 
CO-BORROWER INFORMATION 

 NOTE: If Co-Borrower information is the same as Borrower, check the box:
Enter Co-Borrower's Name Below (include Jr. or Sr. if applicable)
First Name:  
Mi.:
Last Name:
Soc. Sec. No.:  
Home Phone:

Age:
Yrs. in School:  
Marital Status: Married Separated Unmarried (includes single, divorced, widowed)

Present Address:
Street:
Own:  Rent: 
City, State, Zip: 
Number of years:

 

EMPLOYMENT INFORMATION

  Borrower Co-Borrower
Employer Name: 
Street Address: 
City, State, Zip: 
Work Phone: 
Position/title: 
Business Type: 
Self Employed?: 
Yes:  No:  Yes:   No:
Years on Job: 
Yrs. in profession: 

 

GROSS MONTHLY INCOME

 

Below, enter your income in the Borrower and Co-Borrower fields only without the "$".  The form will automatically total your entries in the total fields for you. 

 

Gross Monthly Income
Borrower
Co-Borrower
Total
Base Employment Income: 
$
$
$
Overtime: 
$
$
$
Bonuses: 
$
$
$
Commissions: 
$
$
$
Dividends/Interest:
$
$
$
Net Rental Income: 
$
$
$
*Other Income: 
$
$
$
Total:
$
$
$


 
COMBINED MONTHLY HOUSING EXPENSE

 

Combined Monthly Housing Expense
Present
Proposed
Rent: 
$
.
First Mortgage (P&I): 
$
$
Other Financing (P&I): 
$
$
Hazard Insurance: 
$
$
Real Estate Taxes: 
$
$
Mortgage Insurance: 
$
$
Homeowner Association Dues:
$
$
Other Expenses: 
$
$
Total: 
$
$

 
 
SCHEDULE OF REAL ESTATE OWNED

 

Property (#1):
Street:
Market Value: $
City, State, Zip:
Mtg. Pymts.: $
Property Type:
Mtg. Liens: $

Property (#2):
Street:
Market Value: $
City, State, Zip:
Mtg. Pymts.: $
Property Type:
Mtg. Liens: $

Property (#3):
Street:
Market Value: $
City, State, Zip:
Mtg. Pymts.: $
Property Type:
Mtg. Liens: $

Total Present Market Value:
Total Mortgage Payments:
Total Mortgage Liens:
$
$
$

 


 
 
INFORMATION ABOUT YOUR ASSETS

List checking and savings accounts below

 
Bank, S&L, or Credit Union:
Account Number:
Cash or Market Value:
Bank 1
$
Bank 2
$
Bank 3
$
Bank 4
$

Stocks and Bonds

 
Company Name/Description
No.:
Cash or Market Value:
Co. #1
Co. #1

Other Assets

Type Of Asset
Cash or Market Value:
Vested interest in retirement fund: 
$
Net worth of business(es) owned: 
$
Auto #1: 
$
Auto #2: 
$
Auto #3:
$
Other #1:
$
Other #2:
$
Other #3:
$

TOTAL OF ALL ASSETS =
$

 
 
INFORMATION ABOUT YOUR LIABILITIES

 

List the creditor's name, and account number for all outstanding debts, including automobile loans, revolving charge accounts, real estate loans, alimony, child support, stock pledges, etc.  Do not list normal household bills such as electricity, water, garbage, etc.

 
Company Name:
Account Number:
Unpaid Balance:
Monthly Payment:
Debt 1
Debt 2
$