Refinance

Please note that the fields marked with an asterisk (*) are required.

Contact Information

*Full Name:

*Email Address:

*Best Contact Number:

Your Home Refinance

What type of property are you refinancing:

What is a conservative estimate of your properties value?

What loan amount are you seeking on your refinance?

What is your current first loan balance?

What is your current loan type and interest rate?

What is your desired loan type

Do you want an interest only option on your loan?

Yes No

Do you have a second loan?

YesNo

If yes, what is the balance?

Is there any remaining unused balance on your second loan.

What are your goals in refinancing?

If yes to cashout, how much?

Your Personal Information

SS#

OK to run credit:

Credit FICO score last time checked:

Birth Date:

*Present Address:

Number of Years at Present Address:

( If less than 2 years provide previous address )

Previous Address:

Number of Years at Previous Address:

What is your monthly rent or mortgage?

Employment Information

Name of employer / company:

Years at Job:

Position/ Title/ Type of Business:

Work Phone number:

Work Address:

Financial Information

Are you self employed?

Yes No

If income has been declining the last 3 years, please explain:

Monthly Debt
(Auto, Credit Card, Student Loans, Alimony/Child Support):

Checking/ Savings ( balance):

401k / IRA:

Stocks & Bonds (Outside 401k / IRA):

Other:

Do you own another property?

YesNo

Comments

Do you have a co-borrower?

Yes No

CO- BORROWER SECTION:

Co-Borrower Contact Information

*Full Name:

*Email Address:

*Best Contact Number:

Your Home Refinance

What type of property are you refinancing:

What is a conservative estimate of your properties value?

What loan amount are you seeking on your refinance?

What is your current first loan balance?

What is your current loan type and interest rate?

What is your desired loan type

Do you want an interest only option on your loan?

Yes No

Do you have a second loan?

YesNo

If yes, what is the balance?

Is there any remaining unused balance on your second loan.

What are your goals in refinancing?

If yes to cashout, how much?

Co-Borrower Personal Information

SS#

OK to run credit:

Credit FICO score last time checked:

Birth Date:

*Present Address:

Number of Years at Present Address:

( If less than 2 years provide previous address )

Previous Address:

Number of Years at Previous Address:

What is your monthly rent or mortgage?

Employment Information

Name of employer / company:

Years at Job:

Position/ Title/ Type of Business:

Work Phone number:

Work Address:

Financial Information

Are you self employed?

Yes No

If income has been declining the last 3 years, please explain:

Monthly Debt
(Auto, Credit Card, Student Loans, Alimony/Child Support):

Checking/ Savings ( balance):

401k / IRA:

Stocks & Bonds (Outside 401k / IRA):

Other:

Do you own another property?

Yes No

Comments

Verification Digits*:

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