Pre-Application Worksheet

You can print out the form, fill it out, then fax or mail to YOUR MORTGAGE BANKER.

Applicant:

Home Phone__________________________Business Phone___________________________

Name_________________________________________________________________________

Social Security #____________________________________ Age____________________

Address: (Last Two Years)

Present: ____________________________________________________________________

City __________________________________ County ______________________________

State __________________ Zip _____________ Own ____ or Rent ____ #Years _____

Previous Address:

City ___________________________________ County _____________________________

State ___________________ Zip _____________ Own ___ or Rent ____ #Years _____

Landlord's Name _________________________________________

Phone# _________________________________________________

Employment: (Last Two Years)

Present:______________________________________________________________

Address: _____________________________________________________________________

City _______________________________ State _________________ Zip ____________

Position ___________________________________________ #Years ________________

Gross Monthly Income $ __________________________________

Previous: ___________________________________________________

Address: _____________________________________________________________________

City ______________________________ State ________________________Zip ________

Position _________________________________ #Years ____________

Gross Monthly Income $ ____________________________

Additional Income: (Overtime/Bonus, Alimony, Child Support)

_____________________________________________________________________________

_____________________________________________________________________________

If you have a Co-Applicant, a form is available to be filled-out and sent. To access, please click here

Asset Accounts: (Include Checking, Savings, Money Market, Stock, Bonds, IRA, Keogh, Etc.)

Bank

A.   Name ____________________________________________________________

Checking Account # __________________ Checking Balance $ ___________________

Savings Account # ___________________ Savings Balance $ ___________________________

Bank

B. Name _____________________________________________________________

Checking Account # ___________________ Checking Balance $ ____________________

Savings Account # ___________________ Savings Balance $ ___________________________

Bank

C. Name _____________________________________________________________

Checking Account # ___________________ Checking Balance $ ____________________

Savings Account # ____________________ Savings Balance $ _____________________

Personal Loans: Please list all account numbers, banks, department stores, and finance companies. You should not list first or second mortgages here.

Company ____________________________________________________________________

Account # __________________________________________________________________

Amount Owed $ ______________________________________________________________

Monthly Payment $ __________________________________________________________

Company ____________________________________________________________________

Account # __________________________________________________________________

Amount Owed $ ______________________________________________________________

Monthly Payment $ __________________________________________________________

Credit Cards: (Attach additional sheet if necessary)

Company ____________________________________________________________________

Account # __________________________________________________________________

Amount Owed $ ______________________________________________________________

Monthly Payment $ __________________________________________________________

Company ____________________________________________________________________

Account # __________________________________________________________________

Amount Owed $ ______________________________________________________________

Monthly Payment $ __________________________________________________________

Company ____________________________________________________________________

Account # __________________________________________________________________

Amount Owed $ ______________________________________________________________

Monthly Payment $ __________________________________________________________

Company ____________________________________________________________________

Account # __________________________________________________________________

Amount Owed $ ______________________________________________________________

Monthly Payment $ __________________________________________________________

Auto Loans:

Company ____________________________________________________________________

Account # __________________________________________________________________

Amount Owed $ ______________________________________________________________

Monthly Payment $ __________________________________________________________

Company ____________________________________________________________________

Account # __________________________________________________________________

Amount Owed $ ______________________________________________________________

Monthly Payment $ __________________________________________________________

Current Mortgage or Lease Information: (Last Two Years)

Landlord or Lender _________________________________________________________

Address ____________________________________________________________________

City ________________________________ State _________________ Zip __________

Account # __________________________________________________________________

Balanced Owed $ ____________________________________________________________

Monthly Payment $ __________________________________________________________

Equity _______________________________________________________________

FHA ________________Conventional ___________________ VA _______

Landlord or Lender _________________________________________________________

Address ____________________________________________________________________

City ________________________________State ____________________Zip _________

Account # __________________________________________________________________

Balanced Owed $ ____________________________________________________________

Monthly Payment $ __________________________________________________________

Equity $ ______________________________________________________________

FHA ____________________ Conventional _______________ VA ___________________

Additional Real Estate Currently Owned: Please bring last 2 years tax returns and all mortgage company names and account numbers.

Type of Property __________________________________________________________

Lender ____________________________________________________________

Type of Property __________________________________________________________

Lender ____________________________________________________________

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