Bank Statement Loan Readiness Questionnaire
Please complete this questionnaire so we can understand your goals, employment, income, property plans, credit, and any other details about your situation.
Applicant Contact Information
Name
*
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Preferred Method of Contact
*
Please Select
Phone Call
Text Message
Email
Borrower Goals and Timing
What are you looking to accomplish?
*
Purchase a Primary Residence
Purchase a Second Home
Refinance a Current Mortgage
Cash-Out Refinance
Investment Property Purchase
When would you ideally like to move forward?
*
Please Select
Immediately
Within 30 Days
Within 3 Months
Within 6 Months
Just Exploring Options
Employment and Income Profile
Which best describes your employment situation?
*
Please Select
Self-Employed Business Owner
Independent Contractor (1099)
Commission-Based Income
Partnership Owner
Other
How long have you been self-employed or receiving non-W2 income?
*
Please Select
Less than 1 Year
1-2 Years
More than 2 Years
What industry are you in?
What percentage of the business do you own?
*
Please Select
25%
26%-50%
51%-99%
100%
Which bank statements do you have available?
*
Personal Bank Statements
Business Bank Statements
Both
How many months of bank statements can you provide?
*
Please Select
12 Months
24 Months
Not Sure
Approximately how much is deposited into your accounts each month?
*
Please Select
Under $5,000
$5,000-$10,000
$10,000-$20,000
$20,000-$40,000
Over $40,000
Do you write off a significant portion of your income on your tax returns?
*
Please Select
Yes
No
Not Sure
Property, Funds, Credit, and Debt
What price range are you considering?
*
Please Select
Under $250,000
$250,000-$400,000
$400,000-$600,000
$600,000-$1,000,000
Over $1,000,000
What type of property interests you most?
*
Please Select
Existing Home
New Construction
Condo/Townhome
Manufactured Home
Not Sure Yet
Approximately how much do you have available for a down payment or equity?
*
Please Select
Less than 10%
10%-15%
15%-20%
More than 20%
Not Sure
What is your estimated credit score?
*
Please Select
Below 640
640-679
680-719
720-759
760+
Do you currently have any monthly debt payments such as auto loans, student loans, or personal loans?
*
Please Select
None
Less than $500/month
$500-$1,000/month
$1,000-$2,000/month
Over $2,000/month
Past Credit Events and Additional Notes
Have you experienced any of the following within the past 4 years?
*
Bankruptcy
Foreclosure
Short Sale
None of the Above
Is there anything else you would like me to know about your situation?
Submit
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