Mortgage Inquiry Form and Checklist
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
-
Area Code
Phone Number
Has your loan officer set up a dropbox for you?
What type of property are you financing?
Single Family Home
Condominium/Townhouse
2-4 Unit
Commercial
Number of Units
Loan Purpose:
What is your desired Loan Amount?
What is your desired Loan Program?
30 year
15 year
10 year
ARM
Interest only ARM
Occupancy Type?
Primary Home
Rental Property
Secondary Home
What is the estimated value and/or purchase price of the subject property?
Step 1: Have you Completed?
Step 2A: If Salaried Borrower:
Step 2B: If Self Employed:
How long have you been Self-Employed?
Asset Requirements (for all borrowers):
Value of total liquid assets?
Primary Residence
Subject Property ( If Purchased)
Please provide us with your Escrow Officer's Information:
If Refinancing:
If Condo/Townhouse we need:
Company Name
Email
example@example.com
Phone Number
-
Area Code
Phone Number
What is your employment status?
Employed
Self Employed
Other
What is your Gross (before taxes) Monthly Income?
$0 - $1500
$1500 - $3000
$3000 - $4500
$4500 - $6000
$6000 +
Other
Estimate your credit score:
Excellent 740 +
Good 700 - 739
Average 660 - 699
Fair 600 - 659
Below 600
Other
Save
Submit
Should be Empty: