Questionnaire

Dear Homebuyer,

Congratulations on taking the next step towards getting pre-qualified for a new home purchase!

Please take 5-10 minutes to fill out the Loan Questionnaire below from my trusted lender, Scott Moon (NMLS #1492315), with WEI Mortgage. WEI Mortgage is a direct lender based in McLean, Virginia with a 5 star rating on Zillow. If you prefer to reach out to Scott directly, feel free to call, text or email him at (202) 352-5625 or smoon@weimortgage.com. After Scott and I have reviewed your information, we will be in a better position to advise you on a new home purchase.

As a home buyer, you are of course welcome to use any lender that you choose

Dell Jeanty
Samson Properties
(202) 441-2348
dell@dellresidential.com

WEALTH • EQUITY • INVESTMENT
Mortgage Loan Questionnaire
How soon are you looking to purchase or refinance?
What type of property are you trying to purchase or refinance?
Are you eligible for a Veteran's Loan?
Legal First Name
Middle Initial
Last Name
Suffix
Birth Date

MonthDayYear
Residential Status
Visa Type
How many years of education have you completed?
Graduating from High School would typically be 12
Marital Status
Do you have dependents?
Ages of dependents, separated by commas
4, 7, 9, etc
Email Address
Cell Number

Area CodePhone Number
Home Number

Area CodePhone Number
Current Address

Street Address

Apartment

CityState

Zip Code
Do you rent or own currently?
If you own, what will you be doing with your primary residence?
How long have you lived at this address? Estimated Years & Months
Years
Months
Needed if less than 2 years at this address
Current Monthly Rental Payment
Previous Address if at Current Property Less Than 2 Years

Street Address

Street Address Line 2

CityState

Zip Code
How long did you live at this address?
At this address did you
Current Employer
Employer Phone Number

Area CodePhone Number
Estimated Start Date with this employer

MonthDayYear
Position or Job Title
Years in this line of work
Are you Self Employed? (This includes 1099 employees)
Address where you report to work

Street Address

Street Address Line 2

CityState

Zip Code
How do you get paid?
Aditional Income

Other
What is your annual base salary?
Do not include commission, bonus, or overtime
What is your hourly rate and guaranteed number of hours worked per week?
Hourly Rate / Guaranteed Hours per week
Do you have a second job?
Are you obligated to pay court ordered alimony or child support?
How much are you obligated to pay monthly?
What's an idea of minimum monthly debt payments for you and your co-borrower?
(Things that show up on a credit report such as Car Loans, Student Loans, Personal Loans, Mortgage Payments, Minimum Credit Card Payments - DO NOT include rent, utilities, food, child care, or insurance)
Do you or your co-borrower own any properties? If you are on title to any properties, please select YES.
Please enter in the addresses for any properties that you and your co-borrower are on title to, not including your primary residence.
Do you have any deferred student loans?
- Legal First Name
- Middle Initial
- Last Name
- Suffix
- Birth Date
  
  MonthDayYear
- Residential Status
- Visa Type
- How many years of education have you completed?
  Graduating from High School would typically be 12
- Marital Status
- Do you have dependents?
- Ages of dependents, separated by commas
  4, 7, 9, etc...
- Email Address
- Cell Number
  
  Area CodePhone Number
- Home Number
  
  Area CodePhone Number
- Current Address
  
  Street Address
  
  Street Address Line 2
  
  CityState
  
  Zip Code
- At this address did you
- How long have you lived at this address? Estimated Years & Months
- Years
- Months
- Previous Address if at Current Property Less Than 2 Years
  
  Street Address
  
  Street Address Line 2
  
  CityState
  
  Zip Code
- Current Employer
- Employer Phone Number
  
  Area CodePhone Number
- Estimated Start Date with this employer
  
  MonthDayYear
- Position or Job Title
- Years in this line of work
- Are You Self Employed? (Includes 1099 employee)
- Address where you report to work
  
  Street Address
  
  Street Address Line 2
  
  CityState
  
  Zip Code
- How do you get paid?
- Additional Income
  
  Other
- What is your annual base salary?
  Do not include commission, bonus or overtime
- What is your hourly rate and guaranteed number of hours worked per week?
  Hourly Rate / Guaranteed Hours per week
- Are you obligated to pay court ordered alimony or child support?
- How much are you obligated to pay monthly?
- What is the maximum monthly mortgage payment that you are comfortable with? (This includes Property Taxes and Insurance) This will help us determine your maximum pre-approved price range.
- Realtor's Name
- Realtor's Email Address
- Please feel free to list any addtional comments below. If you would like for us to pull credit reports please include your Social Security number(s) below or call (571) 266-1089 to provide it by phone. IF YOUR CREDIT SCORES ARE FROZEN WITH ANY CREDIT BUREAUS, THEY MUST BE UNFROZEN BEFORE WE CHECK CREDIT.
- DO NOT TYPE IN YOUR NAME(S) BELOW IF YOU DO NOT WANT US TO PULL CREDIT REPORTS. WITHOUT CREDIT REPORTS, WE ARE STILL ABLE TO PROVIDE ADVICE, BUT WE CAN NOT PROVIDE A PRE-QUALIFICATION LETTER.
- Client Approval: By completing my name below and submitting this form, I authorize WEI Mortgage, LLC. to order a copy of my credit report to use in conjunction with this mortgage loan questionnaire. Please type in your full name.
- Client #2 Approval: By completing my name below and submitting this form, I authorize WEI Mortgage, LLC. to order a copy of my credit report to use in conjunction with this mortgage loan questionnaire. Please type in your full name.
- This mortgage loan questionnaire is designed to aid the Mortgage Loan Originator in initial consultation with consumers who are seeking guidance and information in preparation for applying for a mortgage loan in the future. This is not a loan application as defined by 24 CFR and 3500.2 (b) of The Real Estate Settlement and Procedures Act or by ECOA. Completion of this form will not result in any type of formal loan evaluation or underwriting.
  
  Privacy Notice: WEI Mortgage, LLC does not disclose any non-public personal information about the clients for any purpose that is not specifically permitted by law. We restrict access to non-public personal information about you to those employees who need to know in order to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your non-public personal information. This mortgage loan questionnaire is not a mortgage loan application. If you entered your name(s) above, you are authorizing WEI Mortgage, LLC to pull your credit report(s) for consultation purposes only. WEI Mortgage, LLC is a licensed Mortgage Lender (NMLS #81386 www.nmlsconsumeraccess.org).
  
  Licensed to work in: Alabama (21309), Alaska (AK81386), Arkansas (103417), California (4130978), Colorado, Connecticut(ML-81386), Delaware (011729), Florida (MLD311, MLD1045), Georgia (23842), Hawaii (MS-127), Illinois (MB.6760813), Indiana (15584), Iowa (2010-0087), Kansas (MC.0025103), Kentucky (MC73383), Louisiana, Maine (81386), Maryland (8818), Massachusetts(ML81386), Michigan (FR0020424), Minnesota (MN-MO-81386), Mississippi (81386), Montana (81386), Nebraska, New Hampshire(16368-MB), New Jersey, New Mexico, New York (B500976, B500976), North Carolina (L-151797), North Dakota (MB102975), Ohio (MBMB.850113.000), Oklahoma (ML011048), Oregon (ML-5028), Pennsylvania (34464), Rhode Island (20122827LL), South Carolina (MLS - 81386), South Dakota (ML.05101), Tennessee (124140), Texas, Vermont (6265), Virginia (MC-2677, MC-2677), Washington (CL-81386), Washington D.C. (MLB81386), West Virginia (ML-24379), Wisconsin (81386BA), Wyoming (2897)
- Enter the message as it's shown
- Should be Empty:

Mortgage Loan Questionnaire