PRIMARY RESIDENCE FUNDING QUESTIONNAIRE
ANSWER EACH QUESTION WITH HONESTY. There are a myriad of Primary Residence funding programs and the qualifications are so wide based on your business cash flow, personal and business credit, collateral, business credibility and so much more. So anaswer each question with honesty and provide as much information so we can match your profile with the best business profile or offer business consultation to help posture your business to receive optimum funding fased on its industry.
Amount Requested: $
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What type of loan are you applying for?
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Please Select
Provable Income via IRS Last 2 Year Tax Returns
12-24 Months Personal Bank Statements
12-24 Months Business Bank Statement
Last 1 to 2 Years 1099s
Loan Type
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Please Select
Purchase
Refinance: Rate & Term
Refinance: Cash-Out
What is the subject property full address or indicate City and State?
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EXISTING REAL ESTATE OWNED
Do you currently own any real estate including your primary residence, real estate investment property and/or commercial property?
Please Select
Yes
No
List your property addresses and include, approximate appraised value, balance owed, monthly payment, rental income if applicable, real estate taxes, annual insurance.
COMPLETE THIS SECTION IF PURCHASING THE PROPERTY
What type of property are you looking to purchase?
What's the current or approximate purchase price?
What's the Current Value approximately?
Approximately how much will the insurance cost?
What's the current real estate taxes?
COMPLETE THIS SECTION IF REFINANCING
What type of property are you looking to refinance?
What type of Refinance?
Please Select
Rate and Term Refinance
Cash-Out Refinance
What's the current balance?
What's the approximate Current Value?
What's your current interest rate?
What's the current term?
Approximately how much will the insurance cost?
What's the current real estate taxes?
PERSONAL INFORMATION
Name
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First Name
Last Name
Physical Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Social Security Number
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Date of Birth
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Cell Number
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Please enter a valid phone number.
Email
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example@example.com
COMPANY INFORMATION
Name of Company, if applicable
Is your company incorporated? If yes, what type of corporation.
What date was your business incorporated?
How much revenue does the company generate monthly?
Does the monthly revenue indicated above reflect in your bank deposits?
What's your last 12 months average personal bank statement deposits?
What's your last 24 months average personal bank statement deposits?
What's the total amount of business revenue generated via 1099 2023?
What's the total amount of business revenue generated via 1099 2022?
Have you filed last two years business tax returns?
Please Select
Yes
No
If yes, what's your adjusted gross income for 2023?
If yes, what's your adjusted gross income for 2022?
Additional Income: Please indicate the source(s), how much you receive monthly and how long you have been receiving it.
Please all of the names of the banks you currently bank with.
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CREDIT CHECK TOTAL
YOU MUST CHECK YOUR CREDIT NOW THROUGH CREDIT CHECK TOTAL AND PROVIDE THE INFORMATION BELOW IT ONLY COST $1. WE WILL NOT PROCESS YOUR APPLICATION IF THIS SECTION ISN'T COMPLETE AND ACCURATE. GO TO: WWW.CREDITCHECKTOTAL.COM CREDIT CHECK TOTAL LOGIN CREDENTIALS are CASE SENSITIVE, so make sure you enter it below the way you entered it when you completed your profile. The Cost is ONLY $1 for a Seven (7) day trial period. Thereafter, you should not incur a $29.95 monthly charge if you have never had an account with them. If you receive a turn-down, cancel this immediately. If you receive approval, your representative will inform you when to cancel. If you are already using EXPERIAN.COM they are the same as credit check total so indicate those credentials below. In the additonal information section, please indicate this is EXPERIAN. Having problems with CREDIT CHECK TOTAL, as an alternate you may use IDENTITY Q (https://www.identityiq.com). Please indicate that the credit report is with IDENTITY Q in the additional information box below.
Credit Check Total Username:
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Credit Check Total Password
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Credit Check Total Pin#
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Credit Check Total Security Questions and Answers
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What's your equifax score?
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What's your experian score?
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What's your transunion score?
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BUSINESS CREDIT
Do you currently have business credit?
Please Select
Yes
No
No, but I would like to build business credit
Yes, but I have some negative business credit
What is your current business credit score? If you don't have one, simply put, N/A.
Please list any current business credit that you currently have whether it's vendor credit, store credit, business credit cards, business loans.
MERCHANT SERVICES
Does your business accept credit cards for payments?
Please Select
Yes
No
What company(ies) do you use to process credit cards.
What is your average monthly amount does your business process?
ADDITIONAL INFORMATION
Please share any additional information that would be pertinent to this application.
Signature
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Submit
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