Let's Get You Ready to REFI!
Apply in 5 minutes. Its obligation-free, and will not affect your credit score.
About Your Refinance
Page 1 of 5
Refinance Purpose
*
Please Select
Lower Rate (or Lower Payment)
Change the Term (30, 25, 20 or 15 year fixed)
Cash Out Refinance
Remove Mortgage Insurance
Remove Borrower or Co-Borrower
Investment Home Refinance
Home Owner Type
*
Please Select
Owner Occupied w/ mortgage
Investment Home/ Rental Property
Vacation (second home)
On Title Only (NO mortgage)
Current Credit Rating
*
Please Select
Excellent (740+)
Very Good (680 - 739)
Good (640 - 679)
Fair (620 - 639)
Need Assistance with Credit Repair (Below 620)
I have no idea what my credit scores are.
Estimated Home Value ($)
*
* Just Enter an amount
Desired Cash Out ($)
* Just enter desired Cash Out amount (if applicable)
Full Name
*
Given Name(s)
Middle Initial
Last Name
Mobile Number
*
Please enter a valid phone number.
Date Of Birth
*
/
Month
/
Day
Year
Date
Email Address
*
Marital Status
*
Please Select
Single
Married
Divorced
Widowed
Back
Next
Save
Address Details
Page 2 of 5
Current Address
Start Date At Current Address
*
/
Month
/
Day
Year
Current Address
*
Street Number and name
Street Address Line 2
City
Zip Code
Zip Code
Previous Address
If your current address is less than 2 years
Start Date At Previous Address
/
Month
/
Day
Year
Your Living Situation
Please Select
Property Owner - No Mortgage
Property Owner - With Mortgage Owing
Renting
Living with Parents (Relatives or Friends)
Previous Address
Street Number and Name
Street Address Line 2
City
Zip Code
Zip Code
Back
Next
Save
Income Details
Page 3 of 5
Current Employment
Employment type
*
Please Select
Permanent Full Time (36 + hours a week)
Permanent Part Time (2 + years employed)
Part-Time (4 - 35 hours a week)
Self-Employed * (Need to be in Business 2+ years)
Retired (Receiving Soc Sec or other Income)
Pension Income Only
Unemployed at the moment
Other__
Employer Name
*
Occupation
*
Types of Income Received (Select All That Apply):
*
Full-Time Salary (Set Income/Pay Check/W2)
FT hourly 36 + hours a week (Pay Check/W2)
New FT job * (w/ OFFER Letter + Start date)
Part-Time job for 2 + years
Pension Income
Disability Income * (with State Issued AWARD Letter)
IRA/Large Asset account (Bank Statements)
Rental Income (departing residence) w/ Rental Agreement
Self-Employed for 2 + years (Bank Statements)
Receiving Rental Income * (Proof of 2 years Schedule E Income on Tax Returns)
Other
Start Date
*
/
Month
/
Day
Year
Your GROSS Monthly Income * (Before) Taxes deducted
*
* Just an estimate, we will dial this in on Pre-Approval
If Self-Employed * (Name of your Licensed Business)
Business needs to be Licensed 2+ years from today
Start Date Of Business
/
Month
/
Day
Year
Only complete If Self-Employed
Can you provide Business Tax Returns and/or Business Bank Statements? Check All that Apply (and that you can provide):
2 Years Business IRS Tax Returns
12 Months Business Bank Statements
24 Months Business Bank Statements
Schedule C, LLC (Schedule C in Personal IRS Return)
K1 Business Owner (or % Partner)
Other
Previous Employment
If the current employer is less than 2 years
Employment type
Please Select
Permanent Full Time (36 + hours a week)
Permanent Part Time (2 + years employed)
Part-Time (4 - 35 hours a week)
Self-Employed * (Need to be in Business 2+ years)
Retired (Receiving Soc Sec or other Income)
Pension Income Only
Unemployed at the moment
Other__
Employer Name
Occupation
Start Date With Previous Employer
/
Month
/
Day
Year
End Date With Previous Employer
/
Month
/
Day
Year
Spouse/Partner's Income
(If adding another Borrower to help qualify)
Income Your Partner Receives
Full-Time Employment Income
Self-Employment Income
Retired w/ Soc Sec Benefit Income
Disability Income
None
Your Spouse/Partner's GROSS Monthly Income * (Before) Taxes deducted
* Just an estimate, we will dial this in on Pre-Approval
Back
Next
Save
Assets And Liabilities
Page 4 of 5 - Please specify the total value of your household assets
Number Of Dependents (children living with you under 26 years old)
*
Total value of your household ASSETS below - to be used for new home purchase
*
Total value ($)
Funds In Bank now (for 2+ months)
Funds to be Saved (over the next 1-6 months)
Withdrawing Retirement Funds
Liquidating Stocks / Investments
Selling Motor Vehicle(s)
Using Home Equity Line of Credit
Selling Current Property (using Net Proceeds)
GIFT Funds (to be Gifted by Relatives)
Household liabilities below * (Only Fill in what would show on your Credit Report)
Monthly Payment ($)
Total Balance Owing ($)
Home Loan
Property Investment Loan
Motor Vehicle Loan
Motor Vehicle Loan
Total Credit Card(s)
Personal Loan(s)
Total Student Loan(s)
Back
Next
Save
E-Consent to allow Scott Munds to review with you!
Page 5 of 5
Please sign here to acknowledge and proceed
*
Upon clicking "Submit" we will be following up soon!
Oh and don't worry we are NOT PULLING YOUR CREDIT on this PRE QUAL submission!
Back
Save
Submit
Next
Book a Follow Up Appointment with me
Should be Empty: