PRE-QUALIFY ASSESSMENT DATA & PROFILE FOR NEW PURCHASE LOAN
Please Answer All Questions to the best of your ability.
Type "n/a" in any field if not applicable
Complete all fields below as applicable.
Are you a first time home buyer or not? (Yes/No):
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Have you already FOUND the property you want to PURCHASE?:
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If Yes What TYPE of PROPERTY is it? (SFR, Condo, or 2-4 unit, etc)?:
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What is the ADDRESS of the PROPERTY you found?:
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Will this home you found be your Primary or Investment Property?:
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How Much is the purchase Price of the home you found?:
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How Much are you planning to put down for Down Payment on the home you found?:
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How many square feet is the Home you found?:
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How many Bedrooms in the home you found?:
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What is the LOT size of the home you found?:
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Describe any Other features that may enhance the value?:
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Have you looked into comparable prices in the area of the home you found?:
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Has anyone given you estimates of Annual Property Taxes?:
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Do you have any estimates of Annual Homeowner’s Insurance Premium?:
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If No you have not found a property yet then What Type of Poperty are you looking to Buy? (SFR, Condo, or 2-4 unit, etc)?:
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Will the property you want to find be your PRIMARY Residence or INVESTMENT Property? (SFR or Condo or 2-4 unit, etc?):
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What Price Range homes would you like to be able to consider?:
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How Much are you planning to put down for Down Payment on the home you find?:
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Did you ever file for Bankruptcy?:
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If yes, was it a Chapter 7 or 13?:
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If yes, when was it discharged?:
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Who do you currently work for?:
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How long have you worked there?:
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How much is your Annual Salary?:
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Where does your Spouse work?:
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How long has your spouse worked there?:
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What is the salary of your Spouse?:
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How much do you have in liquid assets? (Savings, Checking, 401k, etc.):
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Visitor Name (your name):
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Your Date of Birth:
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Your Social Security Number:
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Name of your Spouse:
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Date of Birth of your Spouse:
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Social Security Number of your Spouse:
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Your Current Address (Number, Street, City, Zip):
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Your home telephone number:
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Your work telephone number:
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Your cell phone number:
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Visitor email address (your email):
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Referred by:
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