Home Form Review

First Name *

Last Name *

Cell Phone

Email *

Co Borrower First Name *

Co Borrower Last Name *

Co Borrower Mobile

Yes

If yes, are you entitled to a disability from the VA? *

Yes

Not Sure

Do you have a Certificate of Eligibility yet? *

Yes

Not Sure

1-3 years

3-5 years

5-7 years

7-10 years

10+ years

What is the property address?

Street

City

State

Zip Code

County

Property

1-3 years

3-5 years

5-7 years

7-10 years

10+ years

What monthly payment amount do you feel comfortable with?

Max payment?

What cash out of pocket at closing do you feel comfortable with?

Max cash?

Monthly payment

Cash Needed to Close

Property type interested in:

Single Family

Townhouse

Condo

2-4 Units

Others

Expected Sales Price:

Desired closing date:

Sales price is:

Sales Contract Closing Date:

What is the property's address, if known?

Street

City

State

Zip Code

Property Status

Primary residence

Second Home/Vacation Home

Investment Property

Do you currently own a primary residence?

Yes

If yes, Do you intend to sell the current home prior to the purchase of this new one?

Yes

Is the current home under contract?

Yes

What type of property are you buying?

Existing home

New Construction

No preference - looking at both

What style of property are you buying?

1 unit detached urban property

2 to 4-unit urban property

Condominium unit

1 unit rural property

Single Family Home

2 To 4 Unit Urban Property

Town Home

Other

Are Solar Panels Present on the subject property?

If yes, are the panels being transferred to the customer(s)?

Proposed down payment:

This down payment will come from (select all that apply)

Sale of current home

Checking account

Savings account

Investment account

Sale of stock

401K loan

Gift money

Other

NEW LOAN

Loan program:

FHA

Conventional

Jumbo

USDA

Other

What is the % of your disability?(if any) *

IMPORTANT - Do you have an existing mortgage tied to your current home? *

Yes

Do you have a 1^st lien mortgage tied to this property? *

Yes

Current Loan Balance : *

Original Loan Amount : *

Current Loan Rate : *

Current Loan Product :

Original Date Of Closing : *

Current Monthly Payment :

Is this Loan Escrowed Or Non-Escrowed?

Escrowed

Non-escrowed

If Escrowed

Portion Of Your Monthly Payment For Taxes

Portion Of Your Monthly Payment For Principal Interest

Original Loan Amount for your current loan

Do you currently have an existing equity loan on this property, or have you ever financed an equity loan on this property?

Yes

Do you have a 2^nd lien mortgage tied to this property? *

Yes

Current Loan Balance : *

Current Loan Rate : *

Current Monthly Payment :

Current Loan Product

Original Date Of Closing: *

Loan program

FHA

Conventional

Jumbo

USDA

Other

Would you want to pay your own property taxes and Homeowners Insurance (i.e., not include them in your monthly payment)?

Escrowed - Paid by your servicer

Non-Escrowed - You will pay on your own

What is your annual Homeowner's Insurance Premium ?

What month does this insurance policy renew annually ?

Would you be open to an introduction to an insurance professional for a 2nd opinion on your existing policy? We often find you are able to substantially reduce your costs while increasing your coverage so “yes” is strongly recommended.

Yes

What is your annual property tax bill ?

What would you estimate the lowest, middle credit score of the borrowers on the loan?

780+

779-760

759-740

739-720

719-700

699-680

679-660

659-640

639-620

619-600

599-580

Less than 580

Do you wish to take equity out of your property, assuming you are able?

Yes

How much equity would you like to take out? *

Would the amount you desire be flexible in the event of a low appraisal?

Yes

Are there any time constraints for when cash is needed?

Yes

What is the purpose of the cash out (pay off debt, home improvements, pad savings accounts, etc.)? Please be as specific as possible.

Is the property currently listed for sale?

Yes

Is the property in any stage of renovation currently ?

Yes

How many properties total do you currently own?

How many of these properties have loans?

Do you or your spouse have any federal student loans?

Yes

Are you familiar with how the tax advantages of a mortgage work?

Yes

Somewhat

Who do you use to prepare your income tax returns? *

Self

Tax Accountant

Other

If other than yourself, please provide your preparer’s full contact info: *

Do you feel that you have enough readily available money necessary to get through a 3-6 month financial setback or emergency?

Yes

Unsure

Are you financially protected if you were unable to work?

Yes

Have you started planning a college fund for your children or grandchildren?

Yes

Do you contribute to a 401K plan through your employer?

Yes

Do you maximize your contributions?

Yes

Do you feel you are saving enough to retire comfortably and fund other investments? (children's college education, real estate goals, etc.)

Yes

Unsure

Please elaborate

If yes, Please provide your Real Estate Professional's full Contact Information *

If no, would you like me to refer you to an experienced realtor who proudly serves the marketplace where you are looking for a home? *

Yes

Myself

Spouse

Both

Other

Other comments/requests/info you have for me?

How did you hear about me

Who referred you? Please be as specific as possible.

Thank you for taking time to complete this. I am looking forward to assisting you. Please keep in mind we are looking to help more families this year and would love to be able to count on you to pass my name along should the opportunity present itself. Thanks again!

Thank you for completing the Questionnaire.

It will help us have a more productive conversation. I am looking forward to visiting with you about this. Please keep in mind we are looking to help more families this year and would love to be able to count on you to pass out name along should the opportunity present itself. Thanks again!