Loan Summary Form 2



Lead ID:

Borrower Information

Best Phone:

Backup Phone:

Email:

Address:

Monthly Payment?:

Borrower Employment Information

Employer:

Borrower HMDA/Credit Information:

Marital Status

Social-Security Number?:

Do You Have Any Dependents?:
YesNo

How many dependents?

Ethnicity?

Gender?

Race (Check all that apply)
1 = American Indian or Alaska Native 2 = Asian 3 = Black or African American
4 = Native Hawaiian or Other Pacific Islander 5 = White
6 = Information not provided by applicant in mail, internet, or telephone application
7 = Not applicable
123456

Borrower Declarations

Do you have...: Check for Yes, leave blank for No
Pay or Receive Child Support? : YesNo
If yes, which? PayReceive

Pay or Receive Alimony?: YesNo
If yes, which? PayReceive

Are there any outstanding judgement against you?:
YesNo

Have you had property foreclosed upon or given title or deed in lieu thereof in the last 7 years?
YesNo

Are you a party to a lawsuit?
YesNo

Have you directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgment?
YesNo

Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond or loan guarantee?
YesNo

Is any part of the down payment borrowed?
YesNo

Are you the co-maker or endorser on a note?
YesNo

Are you a U.S. citizen?
YesNo

Are you a permanent resident alien?
YesNo

Do you intend to occupy the property as your primary residence?
YesNo

Have you had an ownership interest in a property in the last 3 years?
YesNo

Only answer the next 2 questions if they answered "Yes" to having ownership in the last 3 years!

What type of property
InvestmentPrincipalSecond

How did you hold title
Jointly, not spouseJointly, spouseBy yourself

Co-Borrower Information

Best Phone:

Backup Phone:

Email:

Address:

Monthly Rent or Mortgage Payment:

Co-Borrower Employment Information

Employer:

Co-Borrower HMDA/Credit Information

Marital Status

Social-Security Number?:

Co-Borrower Dependents (not listed by Borrower)?:
YesNo

How many dependents?

Ethnicity?

Gender?

Race (Check all that apply)
1 = American Indian or Alaska Native 2 = Asian 3 = Black or African American
4 = Native Hawaiian or Other Pacific Islander 5 = White
6 = Information not provided by applicant in mail, internet, or telephone application
7 = Not applicable
123456

Do you have...: Check for Yes, leave blank for No
Pay or Receive Child Support? : YesNo
If yes, which? PayReceive

Pay or Receive Alimony?: YesNo
If yes, which? PayReceive

Co-Borrower Declarations Information

Are there any outstanding judgement against you?:
YesNo

Have you had property foreclosed upon or given title or deed in lieu thereof in the last 7 years?
YesNo

Are you a party to a lawsuit?
YesNo

Have you directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgment?
YesNo

Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond or loan guarantee?
YesNo

Is any part of the down payment borrowed?
YesNo

Are you the co-maker or endorser on a note?
YesNo

Are you a U.S. citizen?
YesNo

Are you a permanent resident alien?
YesNo

Do you intend to occupy the property as your primary residence?
YesNo

Have you had an ownership interest in a property in the last 3 years?
YesNo

Only answer the next 2 questions if they answered "Yes" to having ownership in the last 3 years!

What type of property
InvestmentPrincipalSecond

How did you hold title
Jointly, not spouseJointly, spouseBy yourself

Understand Mortgage Ideas Better

What is your ideal mortgage payment amount?

Have you...: (Check for Yes, leave blank for No.)
filed for bankruptcy? YesNo
had a foreclosure? YesNo
ever had anyone go over your credit report in detail with you? YesNo

Assets: These questions help us match you with the best loan product, we can discuss these over the phone if you feel more comfortable.
Checking balance:
Savings balance:
401k balance:
IRA balance:

How much of a down payment are you wanting to use?

Any questions or concerns for us?

Application Submitted By: