LOAN / PROPERTY INFORMATION

Amount of Loan Requested:

$      

Interest Rate:

 

            %

Term of Loan Requested:

 

 10 Yr    15 Yr    20 Yr    30 Yr

Amortization Type:

 

 Fixed Rate    ARM    Other       

Purchase Price or Property Value:

 

$      

 

Year Built

 

     

Purpose of Loan:

 Purchase   Construction

 Refinance   Construction / Perm

Property Will Be:

 Primary    Secondary   Investment

Residence    Residence   Property

complete this line if this is a refinance loan                ®

Year Property Acquired

 

       

Original Cost:

 

$      

Existing Mortgage Amount:

 

$      

Second Mortgage Amount:

$      

Purpose of Refinance:

 Rate & Term

 Cash-Out

Subject Property Address (Street, City, State, Zip)

 

     

 

County:

 

     

Number of Units:

 

     

BORROWER INFORMATION

CO-BORROWER INFORMATION

Borrowers Name (Include Jr. or Sr. if applicable)

 

     

 

Co-Borrowers Name (Include Jr. or Sr. if applicable)

 

     

SSN Number

 

     

 

Home Phone

 

     

 

Age

 

     

Yrs School

 

     

SSN Number

 

     

Home Phone

 

     

Age

 

     

Yrs School

 

     

 Married       Unmarried (includes: single,

 Separated                      divorced, widowed)

Dependents

 

No.      

Ages

 

     

 Married       Unmarried (includes: single, Separated  divorced, widowed)

Dependents

 

No.      

Ages

 

     

Present Address (Street, City, State, Zip)    
 
Own   Rent     No. Yrs      

     

     

 

Present Address (Street, City, State, Zip)    
 Own    Rent     No. Yrs      

 

     

     

 

if residing at present address for less than two years, complete the following

Former Address (Street, City, State, Zip)      
Own    Rent     No. Yrs      

 

     

     

Former Address (Street, City, State, Zip)      
Own    Rent     No. Yrs      

 

     

     

EMPLOYMENT INFORMATION

Name & Address of Employer   
 Self Employed

 

     

     

     

Years on This Job

     

Name & Address of Employer     Self Employed

 

     

     

     

Years on This Job

     

Years in This Profession

     

Years in This Profession

     

Position or Title & Type of Business

 

     

 

Business Phone

 

(       )      

Position or Title & Type of Business

 

     

Business Phone

 

(       )      

if employed in your current position for less than two years, or if you hold more than one position, please complete the following

Name & Address of Employer     Self Employed

 

     

     

     

 

Dates From / To

(month/day/year)

 

      /      

Name & Address of Employer 
Self Employed

 

     

     

     

 

Dates From / To

(month/day/year)

 

      /      

Monthly Income

 

     

Monthly Income

 

     

Position or Title & Type of Business

 

     

 

Business Phone

 

(       )      

Position or Title & Type of Business

 

     

Business Phone

 

(       )      

 

PAGE 1 OF 3


 



MONTHLY INCOME & COMBINED HOUSING EXPENSE INFORMATION

 

Gross Monthly Income

 

 

Borrower

 

Co-Borrower

 

Total

Combined Monthly

Housing Expense

 

Present

 

Proposed

Base

$      

$     

$   0.00

Rent

$     

//////////////

Overtime

$      

$      

$   0.00

First Mortgage (P&I)

$     

$      

Bonuses

$     

$     

$   0.00

Other Financing

$     

$     

Commissions

$     

$     

$   0.00

Hazard Insurance

$     

$     

Dividends / Interest

$     

$     

$   0.00

Real Estate Taxes

$     

$     

Net Rental Income

$     

$     

$   0.00

Mortgage Insurance

$     

$     

Other

$     

$     

$   0.00

Homeowners Assoc.

$     

$     

Total

$   0.00

$   0.00

$   0.00

Total

$   0.00

$   0.00

Describe other Income

Borrower:      

Describe other Income

Co-Borrower:      



ASSETS

LIABILITIES

Custodian Information

Type

(Checking, Savings, or Investment)

Balance

Creditor Information

Type

(Auto, Credit Card, Home Equity)

Payment Amount

Escrow Deposit Held By:

 

     

 

 

 

     

Name of Creditor:

 

     

 

 

 

     

Name of Financial Institution:

 

     

 

 

 

     

Name of Creditor:

 

     

 

 

 

     

Name of Financial Institution:

 

     

 

 

 

     

Name of Creditor:

 

     

 

 

 

     

Name of Financial Institution:

 

     

 

 

 

     

Name of Creditor:

 

     

 

 

 

     

Name of Financial Institution:

 

     

 

 

 

     

Name of Creditor:

 

     

 

 

       

Name of Financial Institution:

 

     

 

 

 

     

Name of Creditor:

 

     

 

 

 

     

SCHEDULE OF REAL ESTATE OWNED

Property Address

(In Property Type, enter S if sold, PS if pending sale or

R if rental being held for income)

Property

Type

Present

Market Value

Amount of

Mortgages & Liens

Gross

Rental Income

Mortgage

Payments

Maintenance

Taxes & Misc.

Net

Rental Income

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

 

PAGE 2 OF 3

 

BORROWER DECLARATIONS

 

Borrower

Co-Borrower

1.        Are there any outstanding judgments against you?

Yes

No

Yes

No

2.        Have you been declared bankrupt within the past 7 years?

Yes

No

Yes

No

3.        Have you had property foreclosed upon or given title or deed in lieu thereof in the last 7 years?

Yes

No

Yes

No

4.        Are you party to a lawsuit?

Yes

No

Yes

No

5.        Have you directly or indirectly been obligated on any loan, which resulted in foreclosure, transfer of title in lieu of foreclosure or judgment?

Yes

No

Yes

No

6.        Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond or loan guarantee?

Yes

No

Yes

No

7.        Are you obligated to pay alimony, child support, or separate maintenance?

Yes

No

Yes

No

8.        Is any part of the down payment borrowed?

Yes

No

Yes

No

9.        Are you a co-maker or endorser on a note?

Yes

No

Yes

No

10.     Are you a U.S. Citizen?

Yes

No

Yes

No

11.     Are you a permanent resident alien?

Yes

No

Yes

No

12.     Do you intend to occupy the property as your primary residence?

Yes

No

Yes

No

13.     Have you had an ownership interest in a property in the last three years?

Yes

No

Yes

No

14.     What type of property did you own?

Borrower:

Principal Residence

Second Home

Investment Property

Co-Borrower:

Principal Residence

Second Home

Investment Property

15.     How did you hold title to the home?

Borrower:

Solely by Yourself

Jointly with a Spouse

Jointly with Another Person

Co-Borrower:

Solely by Yourself

Jointly with a Spouse

Jointly with Another Person

 

 

Borrower Signature

 

     

Date

 

     

Co-Borrowers Signature

 

     

Date

 

     

 

ANY ADDITIONAL INFORMATION PLEASE ATTACH BLANK SHEET

P.O. BOX 741109
Houston, TX 77274-1109

phone: 713-413-1000 | fax: 713-667-6319 | Ask for Vincent

 

PAGE 3 OF 3