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: