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Borrower Information for Refinancing
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Borrower Information for Mortgage Pre-Approval
If the borrower is already pre-approved with another mortgage company, please submit this information for a comparative offer.

Borrower Information:

First MI Last SSN

Mailing Address
City State Zip

Preferred Contact Information:

Email Address
Home Phone Time Zone
Work Phone Extention
Fax Phone Cell Phone
Contact Preference Best time to contact?

Employer Information:

Company Name
Self Employed?
Address
City State Zip
Est. Gross Monthly Income Years in Field
$

Co-Borrower Information:

First MI Last SSN

Mailing Address
City State Zip

Preferred Contact Information:

Email Address
Home Phone Time Zone
Work Phone Extention
Fax Phone Cell Phone
Contact Preference Best time to contact?

Employer Information:

Company Name
Self Employed?
Address
City State Zip
Est. Gross Monthly Income Years in Field
$

Subject Property Information:

Address
City State Zip
  
Est. Property Value Down
Payment
Loan
Amount
$ $ $
  
Property Type Property Use
  
Estimated Closing Date

Credit History:
Credit Report
Do you have a copy? Yes No
Credit Score?
  
Bankruptcy
Filed in the last 7 years? Yes No
  
Credit Cards
Number of Cards
Paid on Time? Yes No
  
Open
Judgments $
Tax Liens-Federal $
Collections $
Tax Liens-State $
 


Current Mortgage Information:
Balance $
Monthly Principal and Interest $
Interest Rate %
Term $
Monthly Hazard Insurance $
Monthly Real Estate Tax $
Estimated Appraised Value $
Date of Last Refinance (mm/dd/yyyy)

Other Information:
  
Referred By:
Name
Email
Phone Number
Notes: