.

 

 

Home Loan Worksheet
Personal Information

Borrower:

Name:
Address:
City:  State: Zip:
Phone #:
Work #:
Social Security #: Date of Birth:

Co-Borrower:(if any)

Name:
Address:
City:  State: Zip:
Phone #:
Work #:
Social Security #: Date of Birth:

Employment Information

Borrower:

Employer:
Position:
Time Held: (years) Monthly Income: $0,000
Employer's Address:
City:  State: Zip:
Employer's Phone Number:

Co-Borrower:

Employer:
Position:
Time Held: (years) Monthly Income: $0,000
Employer's Address:
City:  State: Zip:
Employer's Phone Number:

Credit and Asset Information

Monthly Obligations:

Installment payments?:
Revolving payments?:
Mortgage Payment/Rent:
Other Obligations?:

Assets:

Liquid Assets (cash, savings, etc.):
Stocks, Bonds, Mutual Funds, etc.:
Fixed Assets (real estate, personal property,etc.):

Miscellaneous Property Information
(if you have a property picked out you wish to purchase.  This does not obligate you to buy only this property)                                                                                       

Property Address:
City: State:  Zip:
Annual Property Taxes:
Annual Hazard Insurance:
Annual condo/PUD fees:

Desired Loan Conditions

Please input the rate of interest, loan amount and the loan term that you expect, for purposes of
calculating an estimated monthly payment and loan amount for which you qualify.

Interest Rate: percent
Loan Amount: dollars
Term of Loan: years

Your e-mail address:

Any additional comments you may have:

Thank You!  Upon receipt of this form we will review your application and get back to you as soon as we can to inform you of your eligibility.  Good luck house hunting and we look forward to helping you get the home of your dreams!

*By submitting this form, you are consenting to receive email and telephone calls from Preferred Mortgage. Your information will not be provided to any other third parties and will be protected subject to our privacy policy.