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FINANCE A HOME »

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Step 3

We only use this information about our personal finances for the purpose of having you buy a home

Date

Purchase

Investment Property

Borrower Information
Borrower		SS #
Date of Birth		Home Phone
Email

Home Address
Street Address		City
State		Zip
Years at Home Address

Desired Home (if not current Address)
Street Address		City
State		Zip
Estimated Value	$	Purchase Price	$
Dwelling Type		Beds
Baths

Do you have a 2nd mortgage?*

Mortgage Information

1st Mortgage Original Amount*

Rate

Fixed

Variable

Term

Amount/month *

Balance of Mortgagege*

Taxes/month

Hazard Ins./month

Escrow?

Do you have a 2nd mortgage?*

Mortgage Information
1st Mortgage Original Amount*	$	Rate
Fixed		Variable
Term		Amount/month *	$
Balance of Mortgagege*	$	Taxes/month	$
Hazard Ins./month		Escrow?

Employment Information

Borrower Employer*		Position*
Gross Income*	$	Phone*
Other Income -
Amount	$	Source
Amount	$	Source

Did you work with your current employer for less than (3) Years?*

Previous Employer*		Position*
Gross Income*	$	Phone*

Did you work with your current employer for less than (3) Years?*

Previous Employer*		Position*
Gross Income*	$	Phone*

Assets
Savings Account	Bank Name	Amount	$
Checking Account	Bank Name	Amount	$
Mutual Fund/Stocks	Source	Amount	$
401K/Retirement	Source	Amount	$
Life Ins/Cash Value	Source	Amount	$
Personal Property	Source	Amount	$

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