Purchase Application Form

Mortgage Loan Application Form
(BORROWER 1) Full Legal Name

First NameMiddle NameLast NameSuffix
(BORROWER 1) Birth Date

MonthDayYear
(BORROWER 1) SSN (required for qualified preapproval)
example: 123-45-6789
(BORROWER 1) Email
example@example.com
(BORROWER 1) Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
(BORROWER 1) Current Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
(BORROWER 1) When did you move to your current address? Please enter month/year here*
(BORROWER 1) Do you own or rent your current residence?
(BORROWER 1) If you own your home, do you plan to sell it prior to or simultaneously with your purchase of a new home?
(BORROWER 1) Please list dates & addresses of any other residences in the last 2 years, or type n/a
(BORROWER 1) EMPLOYMENT INCOME (if not employed, type n/a)

(Other income types in the next section)
(Borrower 1) Employer Name (If Self-Employed, please list business name)
(Borrower 1) Job Title
(BORROWER 1) Date started

MonthDayYear
(BORROWER 1) Pay type
(BORROWER 1) Please enter your base employment income. HOURLY: Enter gross hourly pay amount and # of hours worked per week. SALARY: enter gross salary. SELF EMPLOYED: please enter your NET (after deductions) taxable income for the last 2 tax years. NOT EMPLOYED: enter n/a
(BORROWER 1) ADDITIONAL EMPLOYMENT INCOME INFORMATION: If you receive overtime, bonus, or commission, please provide the year-to-date amount, how long you have been receiving the type of income, and the likelihood it will continue
An estimate is fine if you do not have exact figures
(BORROWER 1) NON-EMPLOYMENT INCOME

Retirement, Social Security, Disability, Child Support, Alimony, etc
(BORROWER 1) If you receive Non-Employment Income, please provide the details below. (Gross (before deductions) amount per month, and length of time the income has been received and how long it is expected to continue
PURCHASE DETAILS
Type of purchase
Do you have a property address in mind?
Do you have a loan amount in mind?
Are you working with a Realtor?
What is your time frame? (If you need to close by a certain date or know approximately when in the future you are hoping to purchase)
Do you have a payment range in mind? (Would you like to stay at or under a certain dollar amount per month for your total housing expense (Principal, interest, property taxes, homeowners insurance, PMI if applicable and Association Dues, if applicable?)
Do you have a loan type or term in mind? (Conventional, FHA, VA, USDA, 30 year, 20 year, 15 year, etc)?
Funds for downpayment and source (checking/savings/retirement/investment/401k/gift/proceeds from current residence, etc)
approximate amounts/sources
(BORROWER 2) INFORMATION

Complete if applicable
(BORROWER 2) Full Legal Name

First NameMiddle NameLast NameSuffix
(BORROWER 2) Birth Date

MonthDayYear
(BORROWER 2) SSN
(BORROWER 2) Email
example@example.com
(BORROWER 2) Phone Number
Please enter a valid phone numberFormat: (000) 000-0000.
(BORROWER 2) Current Address (if different than Borrower 1)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
(BORROWER 2) Length of time at current address Please enter month/year here
Complete if different than Borrower 1 (BORROWER 2)- Do you own or rent your current residence?
Complete if different than Borrower 1 (BORROWER 2)- If you own your home, do you plan to sell it prior to or simultaneously with your purchase of a new home?
Complete if different than Borrower 1 (BORROWER 2)- If you have lived at your current residence less than 2 years, please list any previous addresses and dates from the last 2 years
(BORROWER 2) EMPLOYMENT INCOME (if not employed, type n/a)

(Other income types in the next section)
(BORROWER 2) Employer Name (If Self-Employed, please list business name)
(BORROWER 2) Job Title
(BORROWER 2) Date started

MonthDayYear
(BORROWER 2) Pay type (select all that apply)
(BORROWER 2 )Please enter your base employment income. HOURLY: Enter gross hourly pay amount and # of hours worked per week. SALARY: enter gross salary. SELF EMPLOYED: please enter your NET (after deductions) taxable income for the last 2 tax years. NOT EMPLOYED: enter n/a
(BORROWER 2) ADDITIONAL EMPLOYMENT INCOME INFORMATION: If you receive overtime, bonus, or commission, please provide the year-to-date amount, how long you have been receiving the type of income, and the likelihood it will continue
An estimate is fine if you do not have exact figures
(BORROWER 2) NON-EMPLOYMENT INCOME

Retirement, Social Security, Disability, Child Support, Alimony, etc
(BORROWER 2) If you receive Non-Employment Income, please provide the details below. (Gross (before deductions) amount per month, and length of time the income is expected to continue
Everything that I have stated in this application is correct to the best of my knowledge. I understand that you will retain this application whether or not loan is approved. You are authorized to check my credit and employment history and to answer questions about your credit experience with me.
How did you hear about us?
(BORROWER 1) Date

MonthDayYear
(BORROWER 2) Date

MonthDayYear
Should be Empty:

Mortgage Loan Application Form

(BORROWER 1) EMPLOYMENT INCOME (if not employed, type n/a)

(BORROWER 1) NON-EMPLOYMENT INCOME

PURCHASE DETAILS

(BORROWER 2) INFORMATION

(BORROWER 2) EMPLOYMENT INCOME (if not employed, type n/a)

(BORROWER 2) NON-EMPLOYMENT INCOME