NEW FIRST/REFINANCE PRE-QUALIFICATION
THESE ANSWERS WILL BE USED TO SHOP FOR A NEW MORTGAGE RATE & PROGRAM
CURRENT MAILING OR 
PRIMARY RESIDENCE ADDRESS
*
MOBILE PHONE NUMBER *
EMAIL ADDRESS *
FULL NAME *
FIRST NAME, LAST NAME.
ADDRESS OF HOME GETTING FINANCED *
APPROXIMATE PROPERTY VALUE OF HOME GETTING FINANCED *
OCCUPANCY TYPE OF HOME GETTING FINANCED *
PROPERTY TYPE OF HOME GETTING FINANCED *
DOES THE HOME GETTING FINANCED HAVE HOA PAYMENTS *
NUMBER OF BORROWERS FOR NEW MORTGAGE *
APPROXIMATE CREDIT/FICO SCORE *
U.S. MILITARY VETERAN *
30-DAY LATE MORTGAGE PAYMENT IN LAST 24 MONTHS *
BANKRUPTCY FILING IN LAST 7 YEARS *
SELF-EMPLOYED, EMPLOYED, OR RETIRED *
INCOME DOCUMENT TYPE *
CHOOSE ONE OR MORE.
Required
2023 AVERAGE GROSS MONTHLY INCOME *
BEFORE TAXES AND DEDUCTIONS. ENTER NET INCOME IF SELF-EMPLOYED.
2022 GROSS ANNUAL INCOME *
BEFORE TAXES AND DEDUCTIONS. ENTER NET INCOME IF SELF-EMPLOYED
PRIMARY RESIDENCE MONTHLY PAYMENT
IF APPLICABLE. ENTER PRINCIPAL, INTEREST, TAXES, INSURANCE, AND HOA COMBINED.
APPROXIMATE MONTHLY REVOLVING PAYMENTS *
NON-MORTGAGE RELATED MONTHLY REVOLVING DEBT PAYMENTS (CAR, CC, STUDENT LOAN, ETC.)
OWN PROPERTIES OTHER THAN PRIMARY RESIDENCE *
OTHER PROPERTY ADDRESSES
IF APPLICABLE.
OTHER PROPERTY MORTGAGE PAYMENTS 
IF APPLICABLE. INCLUDE PRINCIPAL, INTEREST, TAXES, INSURANCE AND HOA IN PAYMENT TOTAL.
RENTAL INCOME FROM OTHER PROPERTIES
IF APPLICABLE. INCLUDE GROSS RENT/LEASE AMOUNT LISTED ON RENTAL/LEASE AGREEMENT.
IMPOUND ACCOUNT FOR NEW MORTGAGE *
4-12 MONTHS OF INSURANCE AND/OR TAX PAYMENTS COLLECTED UPFRONT AT CLOSING. ESCROW ACCOUNT IS SET UP TO COMBINE FUTURE MONTHLY PRINCIPAL, INTEREST, TAXES, AND INSURANCE PAYMENTS INTO ONE.
PREFERRED LOAN TERM *
CHOOSE ONE OR MORE.
Required
MOST IMPORTANT THING(S) FOR NEW MORTGAGE LOAN
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