Purchase Pre-Application

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answer the questions as thoroughly as possible.

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Contact Information

*Name:
*Email:
*Phone:
Referred By:

Home Search Status

Have not started looking:
Am actively looking:
Have made an offer:
I have an accepted offer:

If You Have Made An Offer/Accepted Offer...

Sales Price:
Tentative Closing Date:
Property Address:

Will This Property Be...

Primary Residence:
Second Home:
Investment/Income Property (non owner occupied):

Most Likely Property Type

Single Family Home:
Condo:
2-4 Unit:
Unsure:

What Is Your Target Purchase Price Range?

Low Price:
High Price:

What Is Your Comfrontable Monthly Payment Range?

Low Price:
High Price:

Down Payment

Amount:

How Long Do You Anticipate Owning This Home?

1-3 Years:
3-5 Years:
5-7 Years:
7-10 Years:

Who Is Assisting With Your Home Search?

Real Estate Agent Name:

If You Currently Own A Home...

Do You Intend To Sell Prior To Purchasing?:
Is Your Home Currently Listed For Sale?:
If Yes, what is the list price?:

Borrower Information

*Legal Name (First & Last):
Social Security Number:
Marital Status:
Date of Birth:
Education Level:
Number of Dependents:
Current Address (City and state too):
How long have you lived there?:
Do you own this home or rent?:
Are you a US Citizen?:
Have you filed for bankruptcy in the last 10 years:
Have you owned property that has been foreclosed?:
Are there any judgements or lawsuits against you:
Are you obligated to pay child support or alimony?:

Borrower Employment

Borrower Employer:
Position:
Are you self employed?:
How long have you worked for this employer?:
How long have you been in this profession?:
Annual Income:
Any other income? Explain:

Co-Borrower Information

Legal Name:
Social Security Number:
Marital Status:
Date of Birth:
Education Level:
Number of Dependants:
Current Address (if different than borrower):
How long have you lived there?:
Do you or the co borrower own this home?:
Are you a US Citizen?:
Have you filed for bankruptcy in the last 10 years:
Have you owned property that has been foreclosed?:
Are there any judgements or lawsuits against you:
Are you obligated to pay child support or alimony?:

Co-Borrower Employment

Employer:
Position:
Are you self employed?:
How long have you worked for this employer?:
How long have you been in this profession?:
Annual income:
Any other income? Explain:

Assets

Checking/Savings/Money Market Accounts:
Liquid Investment(s) (Stocks,Bonds,Mutual Funds) :
Retirement Account(s) (401K, IRA, 403B, etc.):
Any other real estate owned?:

Note: Fields with an * are required