Residential Property Financing Application

To determine your purchasing power, please complete the following questionnaire for us:

Fields marked with * are required.

Print Your Full Name(s) *

Cell Phone *

Email *

Regarding Income

a. Where are you employed and what is your position?

b. What is your gross annual base income?

c. Are you salaried or self-employed?

d. How long have you worked there?

1. If less than 2 years, where did you work before? How long and what was your position?

e. Do you receive bonus or commission income? If, so what did you make for...

2021?

2022?

2023 YTD?

f. If you received RSU's from your current company, what vested for each year...

2021?

2022?

2023 YTD?

g. What is the name and contact info of your CPA or Tax Planner if applicable?

For Co-Borrower (if Applicable)

Name

a. Where are you employed and what is your position?

b. What is your gross annual base income?

c. Are you salaried or self-employed?

d. How long have you worked there?

1. If less than 2 years, where did you work before? How long and what was your position?

e. Do you receive bonus or commission income? If, so what did you make for?

2021?

2022?

2023 YTD?

f. Did you receive and sell RSU's ? If so, what dollar amount did you sell for the following years...

2021?

2022?

2023 YTD?

Regarding Debt

a. What are your credit card balances?

b. What are your monthly car payments & current balance?

c. What are your student loan payments & current balance?

d. Do you have any other debts? If so what are the payments?

e. Describe your credit? (Excellent, Average, Poor) Choose One:

f. Do you make all your payments on time?

g. Have you ever had a bankruptcy, foreclosure or short sale? If yes, please explain?

Regarding Assets

a. What is the balance in your checking, savings and stock account(s)?

b. What is the balance in your IRA/SEP/Pension account(s)?

c. What is the balance in your 401k account(s)?

Please Complete, "if" You Currently Own a Home and Plan on Renting or Selling your home after the future purchase

Provide your property address:

What is the estimated value of the property?

What is the balance of your 1st Mortgage?

What is the balance of your 2nd Mortgage?

What are the payments of your 1st Mortgage?

What are the payments of your 2nd Mortgage?

What is the property tax per year on the property?

What is the home insurance per year on the property?

If you plan on renting, what amount are you planning to rent your property for?

Misc. Questions

a. What are you most interested in?

b. What price of property are you interested in?

c. What down payment are you planning on putting down?

d. Will you be selling a property prior to closing on the new property?

1. Is it listed?

2. What will be your net proceeds?

e. What is the ability of a family member or relative gifting you money towards a down payment? If so how much?

f. What is your residency status? US Citizen, Resident Alien, Non-Resident Alien?

1. If Non Resident, what type of Visa do you have & how long have you lived in the U.S.?

h. Are you working with a Realtor? If so, what is his/her name and contact info?

i. What geographic areas are you considering purchasing in?

Who were you referred by?

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Residential Property Financing Application

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Residential Property Financing Application

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Equal Housing Lender

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