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NEW CLIENT APPLICATION
Please fill out the entire survey for each borrower
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* Indicates required question
Email
*
Your email
NAME AS IT APPREARS ON YOUR SOCIAL SECURITY CARD
*
Your answer
PHONE NUMBER
*
Your answer
DATE OF BIRTH?
*
Your answer
WHAT IS YOUR RESIDENCY STATUS?
*
U.S. CITIZEN
PERMINENT RESIDENT
NON PERMINENT - DACA
NON PERMINANT - ITIN
MARITAL STATUS?
*
MARRIED
UNMARRIED
SEPARATED
Are you in a registered Civil Union?
*
YES
NO
Are you in a registered Civil Union?
*
YES
NO
IF YOU CLAIM ANY DEPENDENTS ON YOUR TAXES - WHAT ARE THEIR AGES?
*
Your answer
CURRENT ADDRESS (STREET, UNIT, CITY, STATE, ZIP)
*
Your answer
DO YOU OWN YOUR CURRENT HOME?
*
YES
NO
HOW LONG HAVE YOU LIVED THERE?
*
Your answer
What is the address of the property you are looking to refinance?
*
Your answer
Do you own this property free and clear
?
*
Yes
No
Is this property a Condo or Town Home?
*
Yes
No
Is the property in an HOA?
*
Yes
No
If yes what are your HOA dues?
*
Your answer
IS THIS A RENTAL PROPERTY?
*
YES
NO
IF YES, HOW MANY UNITS ARE THERE?
Your answer
Why are you looking to refinance?
*
Lower interest rate
Shorter loan term, 15 years from 30 years
To get cash out of my property (Cash out Refi)
Other:
How long of a term are you looking for?
*
30 Year
20 Year
15 Year
10 Year
Other:
DO YOU OWN ANY OTHER PROPERTIES?
*
YES
NO
IF YOU
DO
OWN OTHER PROPERTIES PLEASE GIVE US THE FOLLOWING INFORMATION FOR EACH PROPERTY:
-ADDRESS -RENTAL INCOME -MORTGAGE PAYMENT
Your answer
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