MORTGAGE APPLICATION Select a loan officerBrian HuntonAmanda LandryRuss VescoviTristan BedingerLarry RettigSebastian BilentschukNathalie OliveriDavid SullivanKrystin KingAndrew GrayJack ConnorHow did you hear about us? Recommendation from a friend Google or another search engine Realtor Please share your referral's nameBorrowerCo-BorrowerBorrower Name* First Middle Last Suffix Co-Borrower Name First Middle Last Suffix Borrower's Date of Birth MM slash DD slash YYYY Co-borrower's Date of Birth MM slash DD slash YYYY Borrower's Social Security NumberCo-borrower's Social Security NumberBorrower's Address Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Co-borrower's Address Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Borrower's Length there:Co-borrower's Length thereBorrower's Additional HistoryCo-borrower's Additional HistoryAre you looking to purchase or refinance?* Purchase Refinance Borrower: Do you pay rent or a mortgage?Co-borrower: Do you pay rent or a mortgage?Borrower: Do you own other real estate?Co-borrower: Do you own other real estate?Borrower's Phone*Co-borrower's PhoneBorrower's Email Co-borrower's Email Borrower: Are you married? Yes No Separated Co-borrower: Are you married? Yes No Separated Borrower: Do you have dependents? Yes No Co-borrower: Do you have dependents? Yes No Borrower: If yes, please list their ages below:Co-borrower: If yes, please list their ages below:Borrower: If applicable, please list child support owed/receivedCo-borrower: If applicable, please list child support owed/receivedBorrower's Current EmployerCo-borrower's Current EmployerBorrower's Current Job TitleCo-borrower's Current Job TitleBorrower's Employment HistoryCo-borrower's Employment HistoryLocations/Areas of interest to purchaseAbout this Property and Your Money for this LoanBorrower: Will you occupy this property as your primary residence? Yes No Co-borrower: Will you occupy this property as your primary residence? Yes No Borrower: If yes, have you had an ownership interest in another property in the last three years? Yes No Co-borrower: If yes, have you had an ownership interest in another property in the last three years? Yes No Borrower: If yes, what type of property did you own: Primary Residence FHA secondary residence Second home Investment property Co-borrower: If yes, what type of property did you own: Primary Residence FHA secondary residence Second home Investment property Borrower: If yes, how did you hold title to the property? by yourself jointly with your spouse jointly with another person Co-borrower: If yes, how did you hold title to the property? by yourself jointly with your spouse jointly with another person Borrower: If this is a Purchase Transaction: Do you have a family relationship or business affiliation with the seller of the property? Yes No Co-borrower: If this is a Purchase Transaction: Do you have a family relationship or business affiliation with the seller of the property? Yes No Borrower: Are you borrowing any money for this transaction (e.g., money for closing or down payment) or obtaining any money from another party, such as the seller or realtor, that you have not disclosed on this loan application? Yes No Co-borrower: Are you borrowing any money for this transaction (e.g., money for closing or down payment) or obtaining any money from another party, such as the seller or realtor, that you have not disclosed on this loan application? Yes No Borrower: Have you or will you be applying for a mortgage loan on another property (not the property securing this loan) on or before closing this transaction that is not disclosed on this loan application? Yes No Co-borrower: Have you or will you be applying for a mortgage loan on another property (not the property securing this loan) on or before closing this transaction that is not disclosed on this loan application? Yes No Borrower: Have you or will you be applying for any new credit (e.g., installment loan, credit card, etc.) on or before closing this loan that is not disclosed on this application? Yes No Co-borrower: Have you or will you be applying for any new credit (e.g., installment loan, credit card, etc.) on or before closing this loan that is not disclosed on this application? Yes No Borrower: Will this property be subject to a lien that could take priority over the first mortgage lien, such as a clean energy lien paid through your property taxes (e.g., the property assessed Clean Energy Program)? Yes No Co-borrower: Will this property be subject to a lien that could take priority over the first mortgage lien, such as a clean energy lien paid through your property taxes (e.g., the property assessed Clean Energy Program)? Yes No FinancesBorrower's Estimated yearly incomeCo-borrower's Estimated yearly incomeWhat is your comfortable mortgage payment or payment range?Borrower: What bank do you use?Co-borrower: What bank do you use?Please list estimated balances:Please list estimated balances:Borrower's CheckingCo-borrower's CheckingBorrower's SavingsCo-borrower's SavingsBorrower's OtherCo-borrower's OtherBorrower: Do you have a retirement/brokerage account? Yes No Co-borrower: Do you have a retirement/brokerage account? Yes No Borrower: If yes, what is the estimated balance?Co-borrower: If yes, what is the estimated balance?Borrower: Are you a co-signer or guarantor on any debt or loan that is not disclosed on this application? Yes No Co-borrower: Are you a co-signer or guarantor on any debt or loan that is not disclosed on this application? Yes No Borrower: Are there any outstanding judgements against you? Yes No Co-borrower: Are there any outstanding judgements against you? Yes No Borrower: Are you currently delinquent or in default on a federal debt? Yes No Co-borrower: Are you currently delinquent or in default on a federal debt? Yes No Borrower: Are you a party to a lawsuit in which you potentially have any personal financial liability? Yes No Co-borrower: Are you a party to a lawsuit in which you potentially have any personal financial liability? Yes No Borrower: Have you conveyed title to any property in lieu of foreclosure in the past 7 years? Yes No Co-borrower: Have you conveyed title to any property in lieu of foreclosure in the past 7 years? Yes No Borrower: Within the past 7 years, have you completed a pre-foreclosure sale or short sale, whereby the property was sold to a third party and the Lender agreed to accept less than the outstanding mortgage balance due? Yes No Co-borrower: Within the past 7 years, have you completed a pre-foreclosure sale or short sale, whereby the property was sold to a third party and the Lender agreed to accept less than the outstanding mortgage balance due? Yes No Borrower: Have you had property foreclosed upon in the last 7 years? Yes No Co-borrower: Have you had property foreclosed upon in the last 7 years? Yes No Borrower: Have you declared bankruptcy within the past 7 years? Yes No Co-borrower: Have you declared bankruptcy within the past 7 years? Yes No Borrower: If yes, identify the type(s) of bankruptcy Chapter 7 Chapter 11 Chapter 12 Chapter 13 Co-borrower: If yes, identify the type(s) of bankruptcy Chapter 7 Chapter 11 Chapter 12 Chapter 13 Borrower: Are we authorized to pull your credit? Yes Co-borrower: Are we authorized to pull your credit? Yes Military ServiceBorrower's ServiceDid you (or your deceased spouse) ever serve, or are currently serving, in the United States Armed Forces? Currently on active duty Currently retired, discharged or separated from service Only period of service was as a non-activated member of the Reserve or National Guard Surviving spouse Not applicable Co-borrower's ServiceDid you (or your deceased spouse) ever serve, or are currently serving, in the United States Armed Forces? Currently on active duty Currently retired, discharged or separated from service Only period of service was as a non-activated member of the Reserve or National Guard Surviving spouse Not applicable Borrower's Expiration DateIf currently on duty, please list Expiration Date MM slash DD slash YYYY Co-borrower's Expiration DateIf currently on duty, please list Expiration Date MM slash DD slash YYYY Demographic InformationBorrower Ethnicity Hispanic or Latino Not Hispanic or Latino Mexican Puerto Rican Cuban Other Hispanic or Latino I do not wish to furnish this information Co-borrower Ethnicity Hispanic or Latino Not Hispanic or Latino Mexican Puerto Rican Cuban Other Hispanic or Latino I do not wish to furnish this information Borrower Race American Indian or Alaska Native Asian Asian Indian Chinese Japanese Korean Vietnamese Other Asian Black or African American Native Hawaiian or Other Pacific Islander Native Hawaiian Guamanian or Chamomo Samoan Other Pacific Islander White I do not wish to furnish this information Co-borrower Race American Indian or Alaska Native Asian Asian Indian Chinese Japanese Korean Vietnamese Other Asian Black or African American Native Hawaiian or Other Pacific Islander Native Hawaiian Guamanian or Chamomo Samoan Other Pacific Islander White I do not wish to furnish this information Borrower Sex Male Female I do not wish to furnish this information Co-borrower Sex Male Female I do not wish to furnish this information Additional information or backgroundThe more complete this form is, the quicker your preapproval process will go.Security Verification
