Form

Name

First NameLast Name

Email

example@example.com

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Thank you for your interest in the All-in-One Loan. Because this is a specialized loan program with more specific qualification requirements, I’d like to learn a little more about your financial picture before our appointment.

Please reply with your best estimates—you don’t need to provide documentation at this stage.

Are you looking to purchase a home or refinance a property you currently own?

What is your approximate credit-score range?

What is the property’s estimated value?

What is your current mortgage balance?

Do you have any additional loans or liens on the property like HELOCs, etc?

What is your current interest rate?

What type of loan do you have: conventional, FHA, VA, ARM etc?

Is the property your primary residence, a second home, or an investment property?

What is your estimated purchase price?

How much are you planning to put down?

Will this be a Primary Residence, Second Home or Investment property?

What is your approximate combined gross monthly household income before taxes?

Approximately how much income is deposited into your bank accounts each month after taxes are taken out of your paychecks?

After paying your mortgage and regular monthly expenses, approximately how much money do you typically have remaining each month?

Do you consistently save money each month?

If so, approximately how much do you save each month?

Approximately how much do you currently have in liquid assets, such as checking, savings, money-market, or non-retirement investment accounts?

Approximately how much do you currently have in retirement accounts?

What type of income do you receive—for example, W-2 salary, self-employment, commission, bonus, retirement, social security or rental income?

Have you had any late mortgage payments, bankruptcy, foreclosure, or short sale within the past several years?

The All-in-One Loan tends to work best for homeowners with good credit, sufficient equity or a strong down payment, stable income, positive monthly cash flow, and disciplined spending habits. Your answers will help me determine whether it makes sense to complete a detailed simulation during our appointment or whether another loan strategy may be a better fit.

I look forward to speaking with you.

Thank you,

Ashley Ortega

Loan Officer

CMG Home Loans

Form

All-in-One Loan – Quick Fit Assessment

If Refinancing:

If Purchasing: