Home Buyer Financing Needs

Thank you for your interest in our service! The purpose of this form is to record preliminary information about your requirements, in order to help us help you! Please answer the following questions to the best of your knowledge.

Client Information:

1. Name: (First & Last) *

2. Current Address:

Own

Rent

3. Are you currently working with a Realtor?

Yes

Realtor's Name:

4. Is your house available for sale or has it been listed for sale in the last 6 months?

5. Is your property an unusual design (earth, dome), have acreage or is being used for income purposes?

6. Is there a separate dwelling or other structure(s) on the property?

7. Are you looking at a specific property?

Yes

Address:

8. What type of property do you want?

9. Please tell us the maximum purchase price you are comfortable with

10. Are you buying a home from a short sale or are you currently selling by way of a short sale?

Financing Information:

11. Are you currently working with a Lender?

Yes

Lender's Name:

12. Do you prefer?

Cash Purchase

Bank Mortgage

Seller Financing

13. Do you have money for a down payment? (...refer)

14. Your preferred financing term? (...refer)

15. Have you filed your most recent 2 years Federal Tax returns?

16. Do you show any unreimbursed expenses on your most recent Federal Tax return?

17. Does the Borrower or Co-Borrower own more than 25 % in the company they receive income from?

18. Does the Borrower or Co-Borrower work at a company owned by a relative?

19. Are you currently disputing any items on your credit report?

20. If Purchase: Do you have any current or previous relationship with the Seller/ Builder of your property you are buying?

21. Is the seller, builder or realtor a relative... (...refer)

Client Questions or Comments:

The information above does not constitute any type of application, however your information will be useful as we continue to work together. Please click the "Submit" button below. We will contact you promptly to discuss your needs, and to determine the best way we can serve you.

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