Pre-Application Form Page 2
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1
2
3Loan Information
Purpose: Purchase
Rate & Term Refinance (no cash out)
Cash Out Refinance
Construction to Perm.
Home Equity Line of Credit
Home Equity Loan
Loan amount / Purchase Price: _________________________ Down Payment % (if applicable):_____
Loan Type: ____________________ (ie: 30,25,20,15,10 yr. Fixed / 1,2,3,5,7,10 yr. ARM / Interest Only)
Primary Home
Second or Vacation Home
Investment/Rental
Property Type:
Assets & Liabilities
This section of your application is designed to evaluate the sufficiency of your assets to consummate the transaction and the
impact of other obligations on your ability to repay the loan for which you have applied.
Liabilities
ASSETS
Bank Accounts (Checking, Savings)
Mortgages/Liens
Institution
Type
Balance
Institution
Balance / Payment
______________
_________
_________
_________________
________________
______________
_________
_________
______________
_________
_________
_________________
________________
______________
______________
______
Revolving / Installment Loans
(include separate
Other Accounts (CD, Money Market, Mutual Fund)
maintenance & child support)
Institution
Type
Balance
Institution
Balance / Payment
______________
_________
_________
_________________
_________________
______________
_________
_________
______________
_________
_________
_________________
_________________
______________
_________
_________
Stocks & Bonds (Including Broker Accounts)
_________________
_________________
Security or Broker
# Shares
Value
______________
_________
__________
_________________
_________________
______________
_________
__________
_________________
_________________
Real Estate Schedule (Attach Separate Schedule if necessary)
Property Address / Yr. Built
Sold/ Rent
Property
Market
Mortgage
Rental
Mortgage
Type
Value
Balance
Income
Payment
1.
2.
3.
List Year Make & Value of Autos:
________________________________________________
List Other Property: ________________________________________________________________
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