Home Loan Intake Form

Get a Head Start on your Home Loan Journey!

This form helps me understand your goals & provides a full picture so nothing important gets missed.

Once it's completed, I'll identify the best options & strategies so I can guide you through your next steps.

It's the most efficient way to move forward so you can move ahead faster & with confidence.

Get Started

Main Point of Contact

Who should we communicate with about this loan?

Please enter the contact information for the main point of contact. (The person we'll be calling/texting for updates. Typically the person I've already been communicating with).

First Name *

Preferred Name

Middle Name

Last Name *

Email *

Phone *

Date of Birth *

*Must be 18+ to Apply

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How did you Find Home Loans With Marisol?

*

If You Selected ‘Other’ or Were Referred by Someone, Please Share the Source or their Name Below:

Name of Person or Source *

Have you Spoken to a Loan Officer Before?

Spoken to Loan Officer Before *

What Made You Reach Out &/or What Are You Hoping Will Be Different This Time?

Reason for Reaching Out *

When Choosing a Loan Officer to Guide You Through One of the Biggest Financial Decisions of Your Life, What’s Most Important To You?

Client Priorities (Select all that apply) *

Are You in a Rush to Get This Done & Need Help with this Urgently?

Time Sensitive Inquiry *

Why is it Important for you to Look Into this Now?

Importance of Starting Now *

How Soon Are You Looking to Have this Done?

Time Frame *

Why is it Important for you to Buy, Refi or Get a Loan?

Importance *

If Everything Works Out, Are You Planning to Move Forward Now?

Readiness *

Are You Applying for the Loan?

Are You a Loan Applicant *

Will you be Applying for the Loan by Yourself?

Applying Alone *

What is your Relationship with the Loan Applicant?

Relationship *

Please Explain the Relationship between you and the Loan Applicant

Relationship *

Before We Continue...

To provide accurate recommendations, we’ll need details about the applicant(s), including:

✅ Marital Status

✅ Current Living Arrangements

✅ Credit & Debt Information
✅ Income & Employment Details
✅ Assets Overview
✅ Owned Real Estate

✅ Existing Mortgage Information (if any)

Do you have the Loan Applicant Details Ready?

*

Loan Applicant Contact Info

Loan Applicant First Name *

Loan Applicant Preferred Name

Loan Applicant Middle Name

Loan Applicant Last Name *

Loan Applicant Email *

Loan Applicant Phone Number *

Loan Applicant Date of Birth *

*Must be 18+ to Apply

What is the Loan Applicant's Legal Status?

Loan Applicant's Legal Status *

Is the Loan Applicant Currently Serving or Have They Served in the U.S. Military?

Loan Applicant a Veteran *

What is the Loan Applicant's Marital Status?

Loan Applicant's Marital Status *

What is the Loan Applicant's Divorce Status?

Loan Applicant's Divorce Status *

Please Enter the Divorce Date or Estimated Date the Divorce will be Finalized

Loan Applicant's Divorce Date *

Please enter the date the Divorce was finalized. If it hasn't been finalized, enter the estimated date of when it will be finalized. If they haven't filed, enter the date they will be filing for Divorce.

Does the Loan Applicant’s Spouse have Debts in their Name Only?

Loan Applicant Spousal Debt *

Debt includes Credit Cards, Personal Loans, Auto Loans, Student Loans, Other Installment Loans, Existing Mortgages including all Housing Costs like Property Taxes, HOA, Insurance. Child & Spousal Support. Taxes & Legal Obligations. Liens, Judgements, Bankruptcy Repayments & Any Other Major Financial Commitments.

List any debts that belong to the Loan Applicant's Spouse Only. Include Type, Balance & Monthly Payments.

Ex.:

Auto Loan -$20,000- $500 Mo

Credit Card- $3,000- $90 Mo.

Loan Applicant's Spousal Debt Details. Type/Bal/Pmt *

Does the Loan Applicant & their Spouse Share any Debts Together? (Both their names are on the account)

Loan Applicant's Joint Debt *

Debt includes Credit Cards, Personal Loans, Auto Loans, Student Loans, Other Installment Loans, Existing Mortgages including all Housing Costs like Property Taxes, HOA, Insurance. Child & Spousal Support. Taxes & Legal Obligations. Liens, Judgements, Bankruptcy Repayments & Any Other Major Financial Commitments.

List each Debt the Loan Applicant Shares with a Spouse. Include Type, Balance, and Monthly Payment.

Ex.:

Auto Loan -$20,000- $500 Mo

Credit Card- $3,000- $90 Mo.

Loan Applicant's Joint Debt Details. Type/Bal/Pmt *

Debt includes Credit Cards, Personal Loans, Auto Loans, Other Installment Loans, Existing Mortgages including all Housing Costs like Property Taxes, HOA, Insurance.

Is the Loan Applicant a Co-Signer on any Loans or Accounts?

Loan Applicant a Co-Signer on a Loan or Account *

Debt includes Credit Cards, Personal Loans, Auto Loans, Student Loans, Other Installment Loans. Existing Mortgages including all Housing Costs like Property Taxes, HOA, Insurance.

Is the Loan Applicant a Co-Signer on Multiple Loans or Accounts?

Loan Applicant a Co-Signer on Multiple Loans or Accounts *

List Each Loan & Accounts the Loan Applicant has Co-Signed. Include Type, Balance, & Monthly Payment.

Ex.:

Auto Loan -$20,000- $500 Mo

Credit Card- $3,000- $90 Mo.

Loan Applicant Co-Signed Loans & Accounts. Type/Bal/Pmt *

Is the Other Person(s) also Responsible for Making Payments on the Loan or Credit Account?

Other Party Obligated On Loan Applicant's Co-Signed Debt *

How are the Payments being made on the Co-Signed Debt?

Loan Applicant's Co-Signed Debt Payment Method *

Have 12 Consecutive On-Time Payments Been Made on the Co-Signed Debt?

Loan Applicant can Document 12 Mo of On-Time Co-Signed Debt Payments *

When will the 12th Monthly Payment be Made on Loan Applicant's Co-Signed Debt?

Loan Applicant's 12 Mo Co-Signed Debt Payments Completion Date *

Does the Loan Applicant have Debt?

Loan Applicant's Debt *

Debt includes Credit Cards, Personal Loans, Auto Loans, Other Installment Loans. Existing Mortgages including all Housing Costs like Property Taxes, HOA, Insurance.

List any Debts Only in the Loan Applicant’s Name (not shared with anyone). Include Type, Balance, & Monthly Payment.

Ex.:

Auto Loan -$20,000- $500 Mo

Credit Card- $3,000- $90 Mo.

Loan Applicant Debt. Type/Bal/Pmt *

Loan Applicant's Estimated Credit Score *

Loan Applicant's Homebuyer Status *

What is the Loan Applicant's Current Living Situation?

Loan Applicant's Living Arrangement *

Is the Loan Applicant's Name Listed on the Rental Agreement?

Loan Applicant on Rental Agreement *

What is Their Current Rental Agreement?

Loan Applicant's Rental Agreement Terms *

Loan Applicant's Lease Agreement End On *

Loan Applicant's Current Rental Move in Date *

What is their Monthly Rent?

Loan Applicant's Rent Amount *

$

Is the Loan Applicant the one Making the Rent Payments?

Loan Applicant Makes Rental Payments *

What Payment Method does the Loan Applicant use to Make the Rent Payments?

Loan Applicant's Rent Payment Method *

Have 12 Consecutive On-Time Rent Payments Been Made?

Loan Applicant can Document 12 Months of On-Time Rental Payments *

What is the Expected Date of the Loan Applicant’s 12th Rental Payment?

12 Months of Rental Payments Completion Date *

What Type of Real Estate does the Loan Applicant Own?

Loan Applicant's Type of Real Estate Owned *

Please List The Primary Address They Own

Loan Applicant's REO- Property 1 Address *

Does The Loan Applicant Own More Real Estate?

Loan Applicant Owns More Than 1 Property *

Please List the Addresses of All Real Estate Owned by the Loan Applicant

Loan Applicant's REO- Property 2 Address *

Loan Applicant's REO- Property 3 Address

Loan Applicant's REO- Property 4 Address

Loan Applicant's REO- Property 5 Address

Loan Applicant's REO- Property 6 Address

Loan Applicant's REO- Property 7 Address

Loan Applicant's REO- Property 8 Address

Loan Applicant's REO- Property 9 Address

Loan Applicant's REO- Property 10 Address

Loan Applicant Owns More Than 10 Properties *

Is the Loan Applicant Self Employed, Own a Business, or a 1099 Contractor?

Loan Applicant Self Employed *

Has the Loan Applicant been Self-Employed or Worked as a 1099 Contractor for 5+ Years?

Loan Applicant Self Employed for 5+ Years *

Has the Loan Applicant been Self-Employed or Worked as a 1099 Contractor for 2+ Years?

Loan Applicant Self Employed for 2+ Years *

What Date did the Loan Applicant Start Working as a Self Employed Individual or 1099 Contractor?

Loan Applicant's Self Employment Start Date *

What is the Most Recent Tax Year in Which the Loan Applicant Filed a Return Showing Self-Employment or 1099 Income?

Loan Applicant's Most Recent Tax Filing Year *

After all Deductions were made, how much did the Loan Applicant Report as Profit?

Loan Applicant's Most Recent Tax Filing Year Business Net Profit *

$

Enter $0 if there were no profits last year.

After all Deductions, how much did the Loan Applicant Report as Profit the Year Before Last Year's Return?

Loan Applicant's Prior Year Business Net Profit *

$

Enter $0 if there were no profits the prior year.

Is the Loan Applicant Currently Employed?

Loan Applicant Employed *

Loan Applicant's Current Employer *

Loan Applicant's Job Title *

Loan Applicant's Current Job Start Date *

Loan Applicant's Job Site *

Loan Applicant's Compensation Type *

What is the Loan Applicant's Current Annual Salary?

Loan Applicant's Annual Salary *

$

What is the Loan Applicant’s Paid Work Schedule?

Loan Applicant's Paid Time *

What is the Loan Applicant's Current Hourly Rate?

Loan Applicant's Hourly Rate *

$

What is the Loan Applicant’s Total Income Earned so far this Year with their Current Employer?

Loan Applicant's YTD Current Employment Annual Earnings *

$

What were the Loan Applicant’s Total Earnings Last Year from their Current Employer?

Loan Applicant's Last Year Current Employment Annual Earnings *

$

Enter $0 if no earnings were made last year with current employer.

What were the Loan Applicant’s Total Earnings from their Current Employer the Year Before Last?

Loan Applicant's Prior Year Current Employment Annual Earnings *

$

Enter $0 if no earnings were made the prior year with current employer.

Has the Loan Applicant been Employed at their Current Job for at Least 24 Months?

Loan Applicant at Current Job for 24 Months *

Has the Loan Applicant Maintained Employment Over the Last 24 months, even if they Recently Changed Jobs?

Loan Applicant been Employed for 24 Months *

Please Provide the Loan Applicant's Employment History & Dates Employed at Each Employer Until a Full 24 Months of Consistent Work History is Covered.

Loan Applicant's Prior Work History *

If the Loan Applicant Does Not Have a Full 24 Months of Consistent Work History, Please go as far as the Loan Applicant has Worked.

Does the Loan Applicant Currently have a Part-Time Job in Addition to their Current Job?

Loan Applicant Also Works Part Time Job *

Has the Loan Applicant been Employed at their Part Time Job for at Least 24 Months?

Loan Applicant at Current Part Time Job for 24 Months *

Loan Applicant's Part Time Job Start Date *

What is the Loan Applicant’s Total Income Earned so far this Year from their Part Time Job?

Loan Applicant's Part Time Job YTD Earnings *

$

What were the Loan Applicant’s Total Earnings Last Year from their Part Time Job?

Loan Applicant's Part Time Job Last Year Earnings *

$

Enter $0 if no earnings were made last year from their part time job.

What were the Loan Applicant’s Total Earnings from their Part Time Job the Year Before Last?

Loan Applicant's Part Time Job Prior Year Earnings *

$

Enter $0 if no earnings were made the prior year from their part time job.

Has the Loan Applicant Worked Both Jobs at the Same Time for 24+ Months?

Loan Applicant has Maintained Both Jobs Simultaneously for 24+ Months *

Is the Loan Applicant Currently Attending any College, Trade School, or Career Training Program?

Loan Applicant Currently Enrolled in Education *

When is the Loan Applicant Expected to Complete Their Education or Training Program?

Loan Applicant Education Completion Date *

Has the Loan Applicant Completed any Formal Education or Training Program?

Loan Applicant Completed Education *

Please List the Time Periods the Loan Applicant was Enrolled in School or a Training Program.

Loan Applicant Time Enrolled in Education *

Loan Applicant Receives Social Security Income *

Is the Social Security Income Expected to Continue for 3+ Years or is it Permanent?

Loan Applicant Social Security Continuance *

Loan Applicant's Social Security Monthly Amount *

$

Loan Applicant Receives Disability Income *

Is the Disability Income Expected to Continue for 3+ Years or is it Permanent?

Loan Applicant Disability Continuance *

Loan Applicant's Disability Monthly Amount *

$

Loan Applicant on Maternity Leave or Family Paid Leave *

Is the Loan Applicant Returning Back to their Original Job?

Loan Applicant Returning to Employer *

When is the Loan Applicant's Expected or Estimated Return Date?

Loan Applicant's Return Date *

Loan Applicant's Maternity or Family Paid Leave Monthly Amount *

$

Loan Applicant Receives Unemployment *

Is The Loan Applicant's Unemployment from Seasonal Work *

Loan Applicant Has Worked 2 Seasons in the Past 24 Months *

Loan Applicant Received Unemployment after Both Seasonal Work Periods *

Please List the Typical Start Month and End Month of the Loan Applicant's Seasonal Job

Loan Applicant's Season Duration *

Does the Loan Applicant Plan to Work the Upcoming Season and are they Eligible for Re-Hire?

Loan Applicant Next Season Re-Hire *

What is the Loan Applicant’s Total Income Earned so far this Year from their Seasonal Job?

Loan Applicant's Seasonal Job YTD Earnings *

$

Enter $0 if you entered this info in the employment earnings section earlier.

What were the Loan Applicant’s Total Earnings Last Year from their Seasonal Job?

Loan Applicant's Seasonal Job Last Year Earnings *

$

Enter $0 if you entered this info in the employment earnings section earlier or if no earnings were made last year from their seasonal job.

What were the Loan Applicant’s Total Earnings from their Seasonal Job the Year Before Last?

Loan Applicant's Seasonal Job Prior Year Earnings *

$

Enter $0 if you entered this info in the employment earnings section earlier or if no earnings were made the year prior from their seasonal job.

What is the Loan Applicant’s Total Income Earned so far this Year in Unemployment?

Loan Applicant's Unemployment YTD Earnings *

$

What were the Loan Applicant’s Total Earnings Last Year in Unemployment?

Loan Applicant's Unemployment Last Year Earnings *

$

Enter $0 if no earnings were made last year.

What were the Loan Applicant’s Total Earnings in Unemployment the Year Before Last?

Loan Applicant's Unemployment Prior Year Earnings *

$

Enter $0 if no earnings were made the prior year.

Loan Applicant Receives Child Support *

Is the Loan Applicant's Child Support Court Ordered *

Is the Child Support Income Expected to Continue for 3+ Years?

Loan Applicant has Child Support Continuance *

Loan Applicant's Child Support Monthly Amount *

$

Loan Applicant has Received 12 Months of On Time Child Support *

Have 12 Consecutive On-Time Payments Been Made in Child Support Payments?

Loan Applicant can Document 12 Months of Child Support Payments *

Loan Applicant Receives Other Income *

Please List Any Other Income the Loan Applicant is Currently Receiving

Loan Applicant's Other Income Type *

Is this Income Expected to Continue for 3+ Years or is it Permanent?

Loan Applicant has Other Income Continuance *

Loan Applicant's Other Income Monthly Amount *

$

Is the Loan Applicant Applying Alone *

Who is the Loan Applicant Applying With?

Applying With *

Who will you be Applying with?

Relationship *

Before We Continue...

To provide accurate recommendations, we’ll need details about the applicant(s), including:

✅ Marital Status

✅ Current Living Arrangements

✅ Credit & Debt Information
✅ Income & Employment Details
✅ Assets Overview
✅ Owned Real Estate

✅ Existing Mortgage Information (if any)

Secondary Borrower Details Ready *

Secondary Borrower Contact Info

Secondary Borrower First Name *

Secondary Borrower Preferred Name

Secondary Borrower Middle Name

Secondary Borrower Last Name *

Secondary Borrower Email *

Secondary Borrower Phone Number *

Secondary Borrower Date of Birth *

*Must be 18+ to Apply

Is the Secondary Borrower currently serving or have they served in the U.S. military?

Secondary Borrower a Veteran *

What is the Secondary Borrower's Legal Status?

Secondary Borrower's Legal Status *

What is the Secondary Borrower's Marital Status?

Secondary Borrower's Marital Status *

What is the Secondary Borrower's Divorce Status?

Secondary Borrower's Divorce Status *

Please Enter the Divorce Date or Estimated Date the Divorce will be Finalized

Secondary Borrower's Divorce Date *

Please enter the date the Divorce was finalized. If it hasn't been finalized, enter the estimated date of when it will be finalized. If they haven't filed, enter the date they will be filing for Divorce.

List any debts that belong to your spouse only (your name is NOT on them). Include type, balance, and monthly payment.

Ex.:

Auto Loan -$20,000- $500 Mo

Credit Card- $3,000- $90 Mo.

Secondary Borrower's Spousal Debt *

Debt includes Credit Cards, Personal Loans, Auto Loans, Student Loans, Other Installment Loans, Existing Mortgages including all Housing Costs like Property Taxes, HOA, Insurance. Child & Spousal Support. Taxes & Legal Obligations. Liens, Judgements, Bankruptcy Repayments & Any Other Major Financial Commitments.

List all Debts the Secondary Borrower Owes Jointly with their Spouse. Include the Total Balance Owed & Monthly Payments for Each Obligation.

Secondary Borrower's Joint Debt *

Debt includes Credit Cards, Personal Loans, Auto Loans, Student Loans, Other Installment Loans, Existing Mortgages including all Housing Costs like Property Taxes, HOA, Insurance. Child & Spousal Support. Taxes & Legal Obligations. Liens, Judgements, Bankruptcy Repayments & Any Other Major Financial Commitments.

Is the Secondary Borrower a Co-Signer on any Loans or Credit Accounts including Existing Mortgages?

Secondary Borrower a Co-Signer *

Debt includes Credit Cards, Personal Loans, Auto Loans, Student Loans, Other Installment Loans, Existing Mortgages including all Housing Costs like Property Taxes, HOA, Insurance.

Is the Secondary Borrower a Co-Signer on Multiple Loans and/or Credit Accounts?

Secondary Borrower a Co-Signer on Multiple Loans *

Please List all Debt the Secondary Borrower is a Co-Signer On. Include the Total Balance Owed & Monthly Payments for Each Obligation.

Secondary Borrower's Co-Signed Debt *

Is the Other Person also Responsible for Making Payments on the Loan or Credit Account?

Secondary Borrower- Other Party Obligated On Loan *

How are the Payments being made on the Co-Signed Debt?

Secondary Borrower's Co-Signed Debt Payment Method *

Have 12 Consecutive On-Time Payments Been Made on the Co-Signed Debt?

Secondary Borrower can Document 12 Mo of On-Time Co-Signed Debt Payments *

When will the 12th Monthly Payment be Made on Secondary Borrower's Co-Signed Debt?

Secondary Borrower's 12 Month Co-Signed Debt Payments Completion Date *

Please List Debt Solely in the Secondary Borrower's Name. Include the Total Balance Owed & Monthly Payments.

Secondary Borrower's Debt *

Debt includes Credit Cards, Personal Loans, Auto Loans, Other Installment Loans, Existing Mortgages including all Housing Costs like Property Taxes, HOA, Insurance.

Secondary Borrower's Estimated Credit Score *

Secondary Borrower's Homebuyer Status *

What is the Secondary Borrower's Current Living Situation?

Secondary Borrower's Living Arrangement *

Is the Secondary Borrower's Name Listed on the Rental Agreement?

Secondary Borrower on Rental Agreement *

What is Their Current Rental Agreement?

Secondary Borrower Rental Agreement Terms *

Secondary Borrower's Lease Agreement End On *

Secondary Borrower's Current Rental Move in Date *

What is their Monthly Rent?

Secondary Borrower Rent Amount *

$

Is the Secondary Borrower the one Making the Rent Payments?

Secondary Borrower Makes Rental Payments *

What Payment Method does the Secondary Borrower use to Make the Rent Payments?

Secondary Borrower's Rent Payment Method *

Have 12 Consecutive On-Time Rent Payments Been Made?

Secondary Borrower can Document 12 Months of On-Time Rental Payments *

What is the Expected Date of the Secondary Borrower's 12th Rent Payment?

Secondary Borrower's 12 Month Rental Payments Completion Date *

What Type of Real Estate does the Secondary Borrower Own?

Secondary Borrower Type of Real Estate Owned *

Please List The Primary Address They Own

Secondary Borrower REO- Property 1 Address *

Does The Secondary Borrower Own More Real Estate?

Secondary Borrower Owns More Than 1 Property *

Please List the Addresses of All Real Estate Owned by the Secondary Borrower

Secondary Borrower REO- Property 2 Address *

Secondary Borrower REO- Property 3 Address

Secondary Borrower REO- Property 4 Address

Secondary Borrower REO- Property 5 Address

Secondary Borrower REO- Property 6 Address

Secondary Borrower REO- Property 7 Address

Secondary Borrower REO- Property 8 Address

Secondary Borrower REO- Property 9 Address

Secondary Borrower REO- Property 10 Address

Secondary Borrower Owns More Than 10 Properties *

Is the Secondary Borrower Self Employed, Own a Business, or a 1099 Contractor?

Secondary Borrower Self Employed *

Has the Secondary Borrower been Self-Employed or Worked as a 1099 Contractor for 5+ Years?

Secondary Borrower- Self Employed for 5+ Years *

Has the Secondary Borrower been Self-Employed or Worked as a 1099 Contractor for 2+ Years?

Secondary Borrower- Self Employed for 2+ Years *

What Date did the Secondary Borrower Start Working as a Self Employed Individual or 1099 Contractor?

Secondary Borrower's Self Employment Start Date *

What is the Most Recent Tax Year in Which the Secondary Borrower Filed a Return Showing Self-Employment or 1099 Income?

Secondary Borrower's Most Recent Tax Filing Year *

After all Deductions were made, how much did the Secondary Borrower Report as Profit?

Secondary Borrower's Last Year Business Net Profit *

$

Enter $0 if there were no profits last year.

After all Deductions, how much did the Secondary Borrower Report as Profit the Year Before Last Year's Return?

Secondary Borrower's Prior Year Business Net Profit *

$

Enter $0 if there were no profits the prior year.

Is the Secondary Borrower Currently Employed?

Secondary Borrower Employed *

Secondary's Borrower Employer *

Secondary Borrower's Job Title *

Secondary Borrower's Current Job Start Date *

Secondary Borrower's Job Site *

Secondary Borrower's Compensation Type *

What is the Secondary Borrower's Current Annual Salary?

Secondary Borrower's Annual Salary *

$

What is the Secondary Borrower’s Paid Work Schedule?

Secondary Borrower Paid Time *

What is the Secondary Borrower's Current Hourly Rate?

Secondary Borrower Hourly Rate *

$

What is the Secondary Borrower’s Total Income Earned so far this Year with their Current Employer?

Secondary Borrower YTD Employment Annual Earnings *

$

What were the Secondary Borrower’s Total Earnings Last Year from their Current Employer?

Secondary Borrower Last Year Employment Annual Earnings *

$

Enter $0 if no earnings were made the prior year with current employer.

What were the Secondary Borrower’s Total Earnings from their Current Employer the Year Before Last?

Secondary Borrower Prior Year Employment Annual Earnings *

$

Enter $0 if no earnings were made the prior year with current employer.

Has the Secondary Borrower been Employed at their Current Job for at Least 24 Months?

Secondary Borrower Current Job for 24 Months *

Has the Secondary Borrower Maintained Employment Over the Last 24 months, even if they Recently Changed Jobs?

Secondary Borrower Employed for 24 Months *

Please Provide the Secondary Borrower's Employment History & Dates Employed at Each Employer Until a Full 24 Months of Consistent Work History is Covered.

Secondary Borrower Prior Work History *

If the Loan Applicant Does Not Have a Full 24 Months of Consistent Work History, Please go as far as the Loan Applicant has Worked.

Does the Secondary Borrower Currently have a Part-Time Job in Addition to their Current Job?

Secondary Borrower Also Works Part Time Job *

Has the Secondary Borrower been Employed at their Part Time Job for at Least 24 Months?

Secondary Borrower Part Time Job 24 Month History *

Secondary Borrower Part Time Job Start Date *

What is the Secondary Borrower’s Total Income Earned so far this Year from their Part Time Job?

Secondary Borrower Part Time Job YTD Earnings *

$

What were the Secondary Borrower’s Total Earnings Last Year from their Part Time Job?

Secondary Borrower Part Time Job Last Year Earnings *

$

Enter $0 if no earnings were made last year from their part time job.

What were the Secondary Borrower’s Total Earnings from their Part Time Job the Year Before Last?

Secondary Borrower Part Time Job Prior Year Earnings *

$

Enter $0 if no earnings were made the prior year from their part time job.

Has the Secondary Borrower Worked Both Jobs at the Same Time for 24+ Months?

Secondary Borrower Has Maintained Both Jobs Simultaneously for 24+ Months *

Is the Secondary Borrower Currently Attending any College, Trade School, or Career Training Program?

Secondary Borrower Enrolled in Education *

When is the Secondary Borrower Expected to Complete their Education or Training Program?

Secondary Borrower Education Completion Date *

Has the Secondary Borrower Completed any Formal Education or Training Program?

Secondary Borrower Completed Education *

Please List the Time Periods the Secondary Borrower was Enrolled in School or a Training Program.

Secondary Borrower Time Enrolled *

Secondary Borrower Receives Social Security Income *

Is the Social Security Income Expected to Continue for 3+ Years or is it Permanent?

Secondary Borrower Social Security Continuance *

Secondary Borrower's Social Security Monthly Amount *

$

Secondary Borrower Receives Disability Income *

Is the Disability Income Expected to Continue for 3+ Years or is it Permanent?

Secondary Borrower Disability Continuance *

Secondary Borrower Disability Monthly Amount *

$

Secondary Borrower on Maternity Leave or Family Paid Leave *

Is the Secondary Borrower Returning Back to their Original Job?

Secondary Borrower Returning to Employer *

When is the Secondary Borrower's Expected or Estimated Return Date?

Secondary Borrower Return Date *

Secondary Borrower's Maternity or Family Paid Leave Monthly Amount *

$

Secondary Borrower Receives Unemployment *

Is the Secondary Borrower's Unemployment from Seasonal Work *

Secondary Borrower Has Worked 2 Seasons in the Past 24 Months *

Secondary Borrower Received Unemployment after Both Seasonal Work Periods *

Please List the Typical Start Month and End Month of the Secondary Borrower's Seasonal Job

Secondary Borrower Season Duration *

Does the Secondary Borrower Plan to Work the Upcoming Season and are they Eligible for Re-Hire?

Secondary Borrower Next Season Re-Hire *

What is the Secondary Borrower’s Total Income Earned so far this Year from their Seasonal Job?

Secondary Borrower's Seasonal Job YTD Earnings *

$

Enter $0 if you entered this info in the employment earnings section earlier.

What were the Secondary Borrower’s Total Earnings Last Year from their Seasonal Job?

Secondary Borrower's Seasonal Job Last Year Earnings *

$

Enter $0 if you entered this info in the employment earnings section earlier or if no earnings were made last year from their seasonal job.

What were the Secondary Borrower’s Total Earnings from their Seasonal Job the Year Before Last?

Secondary Borrower's Seasonal Job Prior Year Earnings *

$

Enter $0 if you entered this info in the employment earnings section earlier or if no earnings were made the year prior from their seasonal job.

What is the Secondary Borrower’s Total Income Earned so far this Year in Unemployment?

Secondary Borrower's Unemployment YTD Earnings *

$

What were the Secondary Borrower’s Total Earnings Last Year in Unemployment?

Secondary Borrower's Unemployment Last Year Earnings *

$

Enter $0 if no earnings were made last year.

What were the Secondary Borrower’s Total Earnings in Unemployment the Year Before Last?

Secondary Borrower's Unemployment Prior Year Earnings *

$

Enter $0 if no earnings were made last year.

Secondary Borrower Receives Child Support *

Is the Secondary Borrower's Child Support Court Ordered *

Is the Child Support Income Expected to Continue for 3+ Years?

Secondary Borrower Child Support Continuance *

Secondary Borrower's Child Support Monthly Amount *

$

Secondary Borrower has Received 12 Months of On Time Child Support *

Have 12 Consecutive On-Time Payments Been Made in Child Support Payments?

Secondary Borrower can Document 12 Months of Child Support *

Secondary Borrower Receives Other Income *

Please List Any Other Income the Secondary Borrower is Currently Receiving

Secondary Borrower's Other Income Type *

Is this Income Expected to Continue for 3+ Years or is it Permanent?

Secondary Borrower Other Income Continuance *

Secondary Borrower's Other Income Monthly Amount *

$

Before We Continue...

To provide accurate recommendations, we’ll need details about the applicant(s), including:

✅ Marital Status

✅ Current Living Arrangements

✅ Credit & Debt Information
✅ Income & Employment Details
✅ Assets Overview
✅ Owned Real Estate

✅ Existing Mortgage Information (if any)

Co-Borrower Details Ready *

Co-Borrower Contact Info

Co-Borrower First Name *

Co-Borrower Preferred Name

Co-Borrower Middle Name

Co-Borrower Last Name *

Co-Borrower Email *

Co-Borrower Phone Number *

Co-Borrower Date of Birth *

*Must be 18+ to Apply

Is the Co-Borrower currently serving or have they served in the U.S. military?

Co-Borrower a Veteran *

What is the Co-Borrower's Legal Status?

Co-Borrower Legal Status *

Is the Co-Borrower a Co-Signer on any Loans or Credit Accounts including Existing Mortgages?

Co-Borrower a Co-Signer *

Debt includes Credit Cards, Personal Loans, Auto Loans, Student Loans, Other Installment Loans, Existing Mortgages including all Housing Costs like Property Taxes, HOA, Insurance.

Is the Co-Borrower a Co-Signer on Multiple Loans and/or Credit Accounts?

Co-Borrower a Co-Signer on Multiple Loans *

Please List all Debt the Co-Borrower is a Co-Signer On. Include the Total Balance Owed & Monthly Payments for Each Obligation.

Co-Borrower's Co-Signed Debt *

Is the Other Person also Responsible for Making Payments on the Loan or Credit Account?

Co-Borrower- Other Party Obligated On Loan *

How are the Payments being made on the Co-Signed Debt?

Co-Borrower's Co-Signed Debt Payment Method *

Have 12 Consecutive On-Time Payments Been Made on the Co-Signed Debt?

Co-Borrower can Document 12 Mo of On-Time Co-Signed Debt Payments *

When will the 12th Monthly Payment be Made on Co-Borrower's Co-Signed Debt?

Co-Borrower's 12 Month Co-Signed Debt Payments Completion Date *

Co-Borrower's Estimated Credit Score *

Co-Borrower's Homebuyer Status *

What is the Co-Borrower's Current Living Situation?

Co-Borrower's Living Arrangement *

Is the Co-Borrower's Name Listed on the Rental Agreement?

Co-Borrower on Rental Agreement *

Co-Borrower Rental Agreement Terms *

Co-Borrower's Lease Agreement Ends On *

Co-Borrower's Current Rental Move in Date *

What is their Monthly Rent?

Co-Borrower's Rent Amount *

$

Is the Co-Borrower the one Making the Rent Payments?

Co-Borrower Makes Rental Payments *

What Payment Method does the Co-Borrower use to Make the Rent Payments?

Co-Borrower's Rent Payment Method *

Have 12 Consecutive On-Time Rent Payments Been Made?

Co-Borrower can Document 12 Months of On-Time Rental Payments *

What is the Expected Date of the Co-Borrower's 12th Rent Payment?

Co-Borrower's 12 Month Rental Payments Completion Date *

What Type of Real Estate does the Co-Borrower Own?

Co-Borrower Type of Real Estate Owned *

Please List The Primary Address They Own

Co-Borrower REO- Property 1 Address *

Does The Co-Borrower Own More Real Estate?

Co-Borrower Owns More Than 1 Property *

Please List the Addresses of All Real Estate Owned by the Co-Borrower

Co-Borrower REO- Property 2 Address *

Co-Borrower REO- Property 3 Address

Co-Borrower REO- Property 4 Address

Co-Borrower REO- Property 5 Address

Co-Borrower REO- Property 6 Address

Co-Borrower REO- Property 7 Address

Co-Borrower REO- Property 8 Address

Co-Borrower REO- Property 9 Address

Co-Borrower REO- Property 10 Address

Co-Borrower Owns More than 10 Properties *

Is the Co-Borrower Self Employed, Own a Business, or a 1099 Contractor?

Co-Borrower Self Employed *

Has the Co-Borrower been Self-Employed or Worked as a 1099 Contractor for 5+ Years?

Co-Borrower- Self Employed for 5+ Years *

Has the Co-Borrower been Self-Employed or Worked as a 1099 Contractor for 2+ Years?

Co-Borrower- Self Employed for 2+ Years *

What Date did the Co-Borrower Start Working as a Self Employed Individual or 1099 Contractor?

Co-Borrower's Self Employment Start Date *

What is the Most Recent Tax Year in Which the Co-Borrower Filed a Return Showing Self-Employment or 1099 Income?

Co-Borrower's Most Recent Tax Filing Year *

After all Deductions were made, how much did the Co-Borrower Report as Profit?

Co-Borrower's Last Year Business Net Profit *

$

After all Deductions, how much did the Co-Borrower Report as Profit the Year Before Last Year's Return?

Co-Borrower's Prior Year Business Net Profit *

$

Is the Co-Borrower Currently Employed?

Co-Borrower Employed *

Co-Borrower's Employer *

Co-Borrower's Job Title *

Co-Borrower's Current Job Start Date *

Co-Borrower's Job Site *

Co-Borrower's Compensation Type *

What is the Co-Borrower's Current Annual Salary?

Co-Borrower's Annual Salary *

$

What is the Co-Borrower’s Paid Work Schedule?

Co-Borrower Paid Time *

What is the Co-Borrower's Current Hourly Rate?

Co-Borrower Hourly Rate *

$

What is the Co-Borrower’s Total Income Earned so far this Year with their Current Employer?

Co-Borrower YTD Employment Annual Earnings *

$

What were the Co-Borrower’s Total Earnings Last Year from their Current Employer?

Co-Borrower Last Year Employment Annual Earnings *

$

Enter $0 if no earnings were made the prior year with current employer.

What were the Co-Borrower’s Total Earnings from their Current Employer the Year Before Last?

Co-Borrower Prior Year Employment Annual Earnings *

$

Enter $0 if no earnings were made the prior year with current employer.

Has the Co-Borrower been Employed at their Current Job for at Least 24 Months?

Co-Borrower at Current Job for 24 Months *

Has the Co-Borrower Maintained Employment Over the Last 24 months, even if they Recently Changed Jobs?

Co-Borrower Employed for 24 Months *

Please Provide the Co-Borrower's Employment History & Dates Employed at Each Employer Until a Full 24 Months of Consistent Work History is Covered.

Co-Borrower Prior Work History *

If the Loan Applicant Does Not Have a Full 24 Months of Consistent Work History, Please go as far as the Loan Applicant has Worked.

Does the Co-Borrower Currently have a Part-Time Job in Addition to their Current Job?

Co-Borrower Works Part Time Job *

Has the Co-Borrower been Employed at their Part Time Job for at Least 24 Months?

Co- Borrower Part Time Job 24 Month History *

Co-Borrower Part Time Job Start Date *

What is the Co-Borrower’s Total Income Earned so far this Year from their Part Time Job?

Co-Borrower Part Time Job YTD Earnings *

$

What were the Co-Borrower’s Total Earnings Last Year from their Part Time Job?

Co-Borrower Part Time Job Prior Year Earnings *

$

Enter $0 if no earnings were made last year from their part time job.

What were the Co-Borrower’s Total Earnings from their Part Time Job the Year Before Last?

Co-Borrower Part Time Job Last Year Earnings *

$

Enter $0 if no earnings were made the prior year from their part time job.

Has the Co-Borrower Worked Both Jobs at the Same Time for 24+ Months?

Co-Borrower Has Maintained both Jobs Simultaneously for 24+ months *

Is the Co-Borrower Currently Attending any College, Trade School, or Career Training Program?

Co-Borrower Enrolled in Education *

When is the Co-Borrower Expected to Complete their Education or Training Program?

Co-Borrower Education Completion Date *

Has the Co-Borrower Completed any Formal Education or Training Program?

Co-Borrower Completed Education *

Please List the Time Periods the Co-Borrower was Enrolled in School or a Training Program.

Co-Borrower Time Enrolled *

Co-Borrower Receives Social Security Income *

Is the Social Security Income Expected to Continue for 3+ Years or is it Permanent?

Co-Borrower Social Security Continuance *

Co-Borrower's Social Security Monthly Amount *

$

Co-Borrower Receives Disability Income *

Is the Disability Income Expected to Continue for 3+ Years or is it Permanent?

Co-Borrower Disability Continuance *

Co- Borrower Disability Monthly Amount *

$

Co-Borrower on Maternity Leave or Family Paid Leave *

Is the Co-Borrower Returning Back to their Original Job?

Co-Borrower Returning to Employer *

When is the Co-Borrower's Expected or Estimated Return Date?

Co-Borrower Return Date *

Co-Borrower's Maternity or Family Paid Leave Monthly Amount *

$

Co-Borrower Receives Unemployment *

Is the Co-Borrower's Unemployment from Seasonal Work *

Co-Borrower Has Worked 2 Seasons in the Past 24 Months *

Co-Borrower Received Unemployment after Both Seasonal Work Periods *

Please List the Typical Start Month and End Month of the Co-Borrower's Seasonal Job

Co-Borrower Season Duration *

Does the Co-Borrower Plan to Work the Upcoming Season and are they Eligible for Re-Hire?

Co-Borrower Next Season Re-Hire *

What is the Co-Borrower’s Total Income Earned so far this Year from their Seasonal Job?

Co-Borrower's Seasonal Job YTD Earnings *

$

Enter $0 if you entered this info in the employment earnings section earlier.

What were the Co-Borrower’s Total Earnings Last Year from their Seasonal Job?

Co-Borrower's Seasonal Job Last Year Earnings *

$

Enter $0 if you entered this info in the employment earnings section earlier or if no earnings were made last year from their seasonal job.

What were the Co-Borrower’s Total Earnings from their Seasonal Job the Year Before Last?

Co-Borrower's Seasonal Job Prior Year Earnings *

$

Enter $0 if you entered this info in the employment earnings section earlier or if no earnings were made the year prior from their seasonal job.

What is the Co-Borrower’s Total Income Earned so far this Year in Unemployment?

Co-Borrower Unemployment YTD Earnings *

$

What were the Co-Borrower’s Total Earnings Last Year in Unemployment?

Co-Borrower Unemployment Last Year Earnings *

$

Enter $0 if no earnings were made last year.

What were the Co-Borrower’s Total Earnings in Unemployment the Year Before Last?

Co-Borrower Unemployment Prior Year Earnings *

$

Enter $0 if no earnings were made last year.

Co-Borrower Receives Child Support *

Is the Co-Borrower's Child Support Court Ordered *

Is the Child Support Income Expected to Continue for 3+ Years?

Co-Borrower Child Support Continuance *

Co-Borrower's Child Support Monthly Amount *

$

Co-Borrower has Received 12 Months of On Time Child Support *

Have 12 Consecutive On-Time Payments Been Made in Child Support Payments?

Co-Borrower can Document 12 Months Child Support *

Co-Borrower Receives Other Income *

Please List Any Other Income the Co-Borrower is Currently Receiving

Co-Borrower's Other Income Type *

Is this Income Expected to Continue for 3+ Years or is it Permanent?

Co-Borrower Other Income Continuance *

Co-Borrower's Other Income Monthly Amount *

$

Are there any Other Applicants or Possible Applicants?

Additional Applicants *

What is your Legal Status?

Legal Status *

Are you Currently Serving or Have You Served in the U.S. Military?

Veteran *

What is your Marital Status?

Marital Status *

What is the Status of your Divorce?

Divorce Status *

Please Enter the Divorce Date or Estimated Date the Divorce will be Finalized

Divorce Date *

Please enter the date the Divorce was finalized. If it hasn't been finalized, enter the estimated date of when it will be finalized. If you haven't filed, enter the date you will be filing for Divorce.

Does Your Spouse Have Any Debts in Their Name Only?

Spousal Debt *

Debt includes Credit Cards, Personal Loans, Auto Loans, Student Loans, Other Installment Loans, Existing Mortgages including all Housing Costs like Property Taxes, HOA, Insurance. Child & Spousal Support. Taxes & Legal Obligations. Liens, Judgements, Bankruptcy Repayments & Any Other Major Financial Commitments.

List any Debts that Belong to Your Spouse Only (your name is NOT on them). Include Type, Balance, and Monthly Payment.

Ex.:

Auto Loan -$20,000- $500 Mo

Credit Card- $3,000- $90 Mo.

Spousal Debt Details. Type/Bal/Pmt *

Do You and Your Spouse Share Any Debts Together (Both of Your Names are On the Account)?

Joint Debt *

Debt includes Credit Cards, Personal Loans, Auto Loans, Student Loans, Other Installment Loans. Existing Mortgages including all Housing Costs like Property Taxes, HOA, Insurance. Taxes & Legal Obligations. Liens, Judgements, Bankruptcy Repayments & Any Other Major Financial Commitments.

List Each Debt you Share with Your Spouse. Include Type, Balance, and Monthly Payment

Ex.:

Auto Loan -$20,000- $500 Mo

Credit Card- $3,000- $90 Mo.

Joint Debt Details. Type/Bal/Pmt *

Are you a Co-Signer on any Loans or Accounts?

Are You a Co-Signer on a Loan or Account *

Debt includes Credit Cards, Personal Loans, Auto Loans, Student Loans, Other Installment Loans. Existing Mortgages including all Housing Costs like Property Taxes, HOA, Insurance.

Are you a Co-Signer on Multiple Loans or Accounts?

Co-Signer on Multiple Loans or Accounts *

List Each Loan & Account You Have Co-Signed For. Include Type, Balance, & Monthly Payment.

Ex:

Auto Loan -$20,000- $500 Mo

Credit Card- $3,000- $90 Mo.

Co-Signed Loans/Accounts. Type/Bal/Pmt *

Is the Other Person also Responsible for Making Payments on the Loan/Account?

Other Party Obligated On Co-Signed Loans/Accounts *

How are the Payments being made on the Co-Signed Loan/Account?

Co-Signed Loans/Accounts Payment Method(s) *

Have 12 Consecutive On-Time Payments Been Made on the Co-Signed Loan/Account?

Can Document 12 Mo of On-Time Co-Signed Loans/Accounts Payments *

When will the 12th Monthly Payment be Made on the Co-Signed Loan/Account?

12 Month Co-Signed Loan/Account Payments Completion Date *

Do You Have Any Debt?

Debt *

Debt includes Credit Cards, Personal Loans, Auto Loans, Other Installment Loans. Existing Mortgages including all Housing Costs like Property Taxes, HOA, Insurance.

List Each Debt with Type, Balance, & Monthly Payment

Ex:

Auto Loan -$20,000- $500 Mo

Credit Card- $3,000- $90 Mo.

Debt Details. Type/Bal/Pmt *

What is your Estimated Credit Score?

Estimated Credit Score *

What is your Homebuyer Status?

Homebuyer Status *

What is Your Current Living Situation?

Living Arrangement *

Are you Listed on the Rental Agreement?

Name on Rental Agreement *

What is your Current Rental Agreement?

Rental Agreement Terms *

Lease Agreement Ends On *

Current Rental Move in Date *

What is the Monthly Rent?

Rent Amount *

$

Do you Make The Rent Payments?

Makes Rental Payments *

What Payment Method do you use to Make the Rent Payments?

Rental Payment Method *

Have you Made 12 Consecutive On-Time Rent Payments?

12 Month Rental Payments *

When will you be Completing the 12th Rent Payment?

12 Month Rental Payments Completion Date *

What Type of Real Estate do you Own?

Type of Real Estate Owned *

Please List The Primary Address You Own

REO- Property 1 Address *

Do You Own More Real Estate?

Owns More Than 1 Property *

Please List the Addresses of All The Real Estate You Own

REO- Property 2 Address *

REO- Property 3 Address

REO- Property 4 Address

REO- Property 5 Address

REO- Property 6 Address

REO- Property 7 Address

REO- Property 8 Address

REO- Property 9 Address

REO- Property 10 Address

Do You Own More Than 10 Properties *

Are You Self Employed, Own a Business, or a 1099 Contractor?

Self Employed *

Have you been Self-Employed or Worked as a 1099 Contractor for 5+ Years?

Self Employed for 5+ Years *

Have you been Self-Employed or Worked as a 1099 Contractor for 2+ Years?

Self Employed for 2+ Years *

What Date did You Start Working as a Self Employed Individual or 1099 Contractor?

Business Start Date *

What is the Most Recent Tax Year in Which You Filed a Return Showing Self-Employment or 1099 Income?

Most Recent Tax Filing Year *

After all Deductions were made, how much did You Report as Profit?

Last Year Business Net Profit *

$

Enter $0 if there were no profits last year.

After all Deductions, how much did You Report as Profit the Year Before Last Year's Return?

Prior Year Business Net Profit *

$

Enter $0 if there were no profits the prior year.

Are You Currently Employed?

Employed *

Current Employer *

Job Title *

Current Job Start Date *

Job Site *

Compensation Type *

What is Your Current Annual Salary?

Annual Salary *

$

What is Your Paid Work Schedule?

Paid Time *

What is Your Current Hourly Rate?

Hourly Rate *

$

What is Your Total Income Earned so far This Year with Your Current Employer?

YTD Employment Annual Earnings *

$

What were Your Total Earnings Last Year from Your Current Employer?

Last Year Employment Annual Earnings *

$

Enter $0 if no earnings were made last year with current employer.

What were Your Total Earnings from Your Current Employer the Year Before Last?

Prior Year Employment Annual Earnings *

$

Enter $0 if no earnings were made the prior year with current employer.

Have You been Employed at Your Current Job for at Least 24 Months?

Current Job for 24 Months *

Have Your Maintained Employment Over the Last 24 months, even if you Recently Changed Jobs?

Employed for 24 Months *

Please Provide Your Employment History & Dates Employed at Each Employer Until a Full 24 Months of Consistent Work History is Covered.

Prior Work History *

If Your Don't Have a Full 24 Months of Consistent Work History, Please go as far as you have Worked.

Do You Currently have a Part-Time Job in Addition to Your Current Job?

Also Work Part Time Job *

Have You been Employed at Your Part Time Job for at Least 24 Months?

At Current Part Time Job for 24 Months *

Part Time Job Start Date *

What is Your Total Income Earned so far this Year from Your Part Time Job?

Part Time Job YTD Earnings *

$

What were Your Total Earnings Last Year from Your Part Time Job?

Part Time Job Last Year Earnings *

$

Enter $0 if no earnings were made last year from your part time job.

What Were Your Total Earnings from Your Part Time Job the Year Before Last?

Part Time Job Prior Year Earnings *

$

Enter $0 if no earnings were made the year prior from your part time job.

Have You Worked Both Jobs at the Same Time for 24+ Months?

Maintained Both Jobs Simultaneously for 24+ Months *

Are You Currently Attending any College, Trade School, or Career Training Program?

Enrolled in Education *

When Are You Expected to Complete Your Education or Training Program?

Education Completion Date *

Have You Completed any Formal Education or Training Program?

Completed Education *

Please List the Time Periods You were Enrolled in School or a Training Program.

Time Enrolled *

Do you Receive Social Security Income *

Is the Social Security Income Expected to Continue for 3+ Years or is it Permanent?

Social Security Continuance *

Social Security Monthly Amount *

$

Do you Receive Disability Income *

Is the Disability Income Expected to Continue for 3+ Years or is it Permanent?

Disability Continuance *

Disability Monthly Amount *

$

Are You Currently on Maternity Leave or Family Paid Leave *

Are you Returning to Your Original Job?

Returning to Employer *

When is Your Expected or Estimated Return Date?

Return Date *

Maternity or Family Paid Leave Monthly Amount *

$

Do you Receive Unemployment *

Unemployment from Seasonal Work *

Have You Worked 2 Seasons in the Past 24 Months *

Did You Receive Unemployment after Both Seasonal Work Periods *

Please List the Typical Start Month and End Month of Your Seasonal Job

Season Duration *

Do You Plan to Work the Upcoming Season and are You Eligible for Re-Hire?

Next Season Re-Hire *

What is Your Total Income Earned so far this Year from Your Seasonal Job?

Seasonal Job YTD Earnings *

$

Enter $0 if you entered this info in the employment earnings section earlier.

What were Your Total Earnings Last Year from Your Seasonal Job?

Seasonal Job Last Year Earnings *

$

Enter $0 if you entered this info in the employment earnings section earlier or if no earnings were made last year from your seasonal job.

What were Your Total Earnings from Your Seasonal Job the Year Before Last?

Seasonal Job Prior Year Earnings *

$

Enter $0 if you entered this info in the employment earnings section earlier or if no earnings were made the year prior from your seasonal job.

What is Your Total Income Earned so far this Year in Unemployment?

Unemployment YTD Earnings *

$

What were Your Total Earnings Last Year in Unemployment?

Unemployment Last Year Earnings *

$

Enter $0 if no earnings were made last year.

What were Your Total Earnings in Unemployment the Year Before Last?

Unemployment Prior Year Earnings *

$

Enter $0 if no earnings were made the prior year.

Do you Receive Child Support *

Is The Child Support Court Ordered *

Is the Child Support Income Expected to Continue for 3+ Years?

Child Support Continuance *

Child Support Monthly Amount *

$

Have You Received 12 Months of On Time Child Support *

Have 12 Consecutive On-Time Payments Been Made in Child Support Payments?

Can Provide 12 Months of Child Support Documentation *

Do you Receive Other Income *

Please List Any Other Income You're Currently Receiving

Other Income Type *

Is this Income Expected to Continue for 3+ Years or is it Permanent?

Other Income Continuance *

Other Income Monthly Amount *

$

What is Your Home Loan Goal?

Home Loan Goal *

Please Explain What Your Home Loan Goal Is

Home Loan Goal- Other *

What are your Refi Goal(s)?

Refi Goal(s) (select all that apply) *

So we can Tailor the Best Options for you, how do you Plan to Use the Funds?

Purpose of Funds *

How Much Money would you like to Take Out of Your Home?

Desired Cash Out/ Equity Needed *

$

Please list the Address of the Home you'd like to Refi/Pull Cash From

Subject Property Address *

Subject Property City *

Subject Property ZIP *

Subject Property State *

What is the Current Estimated Value of Home?

Estimated Value *

$

Where did you get the Estimated Value from?

Source of Estimated Value *

What is the Loan Applicant’s (or Applicants) Current Role on the Property?

Ownership *

How is the Loan Applicant (or Applicants) Currently Using the Home?

Current Use *

Is There an Existing Mortgage on the Home?

Existing Mortgage *

Please Provide the Following Details the Existing Mortgage:

Current Interest Rate *

Current Mortgage Payment *

$

Current Mortgage Payment Includes *

Current Mortgage Balance *

$

Are there any Other Loans/Debts on the Property?

Other Liens *

Please Provide the Total Balance Owed and Monthly Payment if any of the Following is Owed on the Property:

Other Loans Amounts- Info *

Down Payment Assistance Loan
Solar Loan
Tax Liens
Judgements
HELOC
HELOAN
Other

Please list the Address of the Home you'd like to Rent Out

Address *

City *

ZIP *

State *

What is the Loan Applicant’s (or Applicants) Current Role on the Property?

Rental Ownership *

How is the Loan Applicant (or Applicants) Currently Using the Home?

Rental Current Use *

How Much could this Property Rent for Each Month?

Estimated Rent *

$

Is There an Existing Mortgage on the Home?

Existing Home Loan *

List each shared debt with type, balance, and monthly payment.

Ex.:

Auto Loan -$20,000- $500 Mo

Credit Card- $3,000- $90 Mo.

Rental Interest Rate *

Rental Mortgage Payment *

$

Rental Mortgage Payment Includes *

Rental Mortgage Balance *

$

Are there any Other Loans/Debts on the Property?

Other Loans *

Please Provide the Total Balance Owed and Monthly Payment if any of the Following is Owed on the Property:

Other Loan Amount *

Down Payment Assistance Loan
Solar Loan
Tax Liens
Judgements
HELOC
HELOAN
Other

Please list the Address of the Home you'd like to Sell

Selling Address *

Selling City *

Selling State *

Selling ZIP *

What is the Loan Applicant’s (or Applicants) Current Role on the Property?

Selling Ownership *

How is the Loan Applicant (or Applicants) Currently Using the Home?

Current Use of Selling Property *

Is There an Existing Mortgage on the Home?

Mortgage *

Please Provide the Following Details the Existing Mortgage:

Current Interest Rate *

Remaining Mortgage Balance *

$

Monthly Payment Amount *

$

Selling Monthly Payment Includes *

Are there any Other Loans/Debts on the Property?

Other Loans On Property *

Please Provide the Total Balance Owed and Monthly Payment for any of the Listed Liens on the Property.

Other Loan Amounts *

Down Payment Assistance Loan
Solar Loan
Tax Liens
Judgments
HELOC
HELOAN
Other

What could the Home Sell for Right Now?

Estimated Sale Amount *

$

How did you Find the Estimated Sale Price?

Source of Estimated Sale Amount *

How Much Would Be Left After Paying Selling Costs, Real Estate Commissions, Any Loans Owed on the Property etc.

Estimated Seller's Net Proceeds *

$

Have You Received a Seller Net Sheet From a Real Estate Agent?

Net Sheet *

How do you Plan to Use the Property You're Buying?

Purpose *

What Price Range are you Looking to Buy In?

Desired Purchase Amount *

$

If you're not sure enter $0

What City or Town are you Looking to Buy In?

Looking To Buy in City/Town *

2. City/Town

3. City/Town

4. City/Town

5. City/Town

Have you Recently Submitted an Offer on a Property?

Submitted Offer *

Did the Offer get Accepted?

Offer Get Accepted *

Accepted Price *

$

Address *

City *

State *

ZIP Code *

Is there a Property Currently For Sale that You're Interested in Making an Offer On?

Would You Like to Submit an Offer *

What is the Property Selling For?

Listing Price *

$

What is the Address of the Property You're Interested In?

Address of Property *

Roughly, How Much Have You Saved for this Purchase So Far?

Current Savings for Purchase *

$

How much money do you have in total? Including other savings, checking, retirement, stocks, etc.

Total in Assets *

$

List All the Places Your Funds are Coming From

Source of Funds *

Are You Currently Working with a Real Estate Agent?

Real Estate Agent *

Buyer's Real Estate Agent Contact Info

Buyer's Agent First Name *

Buyer's Agent Preferred Name

Buyer's Agent Last Name *

Buyer's Agent Phone Number *

Buyer's Agent Email *

Would you like for us to Refer you to One of Our Trusted Real Estate Partners?

Referral Needed *

Additional Info/Questions *

Contact Info

Call or Text: (559) 234-4921

Email: [email protected]

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Marisol Espinoza | Loan Officer

NMLS 1379977 | Licensed in CA

T.I.M.E. Lending

Company NMLS 2001142 | Licensed in CA

Strategic Lending for Limitless Growth.
Built on Trust, Driven by Results.