Prospect Application


I. Prospect Information

Borrower Name: SSN:



Home Phone: Business Phone: Email:



Co-Borrower Name: SSN:



Home Phone: Business Phone: Email:



Mailing Address:



City: Zip Code:




II. Property Information


Property Address:
City: Zip Code:

Occupancy Status     Primary Residence   Sales Price   
  Second Home         Down Payment/Equity   
  Investment Property   Appraised Value

III. Mortgage Information
Note Information
Loan Amount
Note Rate
Term(in months)
Due (in months)
Monthly Payment
Lien Position
First
Second
 
Program:
 
Loan Rep:

IV. Underwriting Information

Qualifying Ratios
Primary Housing Expenses/Income %
Total Obligations/Income %

Loan-to-Value Ratios
LTV                          %
Total LTV                                     %

Total Income        %
Total House Exp         %
Other Payments           %

V. Contact Information
Contact Date Time Memo
Source:

Comments: