Mortgage Application

- Step 1 of 9

I. TYPE OF MORTGAGE AND TERMS OF LOAN

Include Co-Borrower

Type of Mortgage

Conventional
FHA
VA
USDA/Rural
Other

Loan Amount *

Interest Rate (%)

No. of Months

Amortization Type

Fixed Rate
GPM
ARM
Other (explain)

II. Property INFORMATION AND PURPOSE OF LOAN

Subject Property Address (street, city, state & zip)

No. of Units

Checkboxes

First Choice
Second Choice
Third Choice

Legal Description of Property (attach description if necessary)

Year Built

Purpose of Loan

Purchase
Refinance
Construction
Construction-Permanent
Other (explain)

Property will be

Primary Residence
Secondary Residence
Investment

Year Acquired

Original Cost

Amount Existing Liens

Purpose of Refinance

Describe Improvements

Improvements

Made
To be made

Improvements Cost

Title will be held in what Name(s)

Manner in which Title will be held

Source of Down Payment, Settlement Charges, and/or Subordinate Financing (explain)

Estate will be held in

Fee Simple
Leasehold (show expiration date)

III-A. BORROWER INFORMATION

Borrower Name *

First

Middle

Last

Email *

Social Security Number

Home Phone

DOB (mm/dd/yyyy)

Years in School

Marital Status

Married
Separated
Unmarried (include single, divorced, widowed)

Dependants (not listed by Co-Borrower)

Include the number and their ages

Present Address

Address Line 1

City

State

Zip Code

Present Address Status

Own
Rent

Length at Present Address (Years)

Mailing Address (if different than Present Address)

Address Line 1

City

State

Zip Code

If residing at present address for less than two years, complete the following:

Former Address

Address Line 1

Address Line 2

City

State

Zip Code

You may skip this Co-Borrower section

III-B. CO-BORROWER INFORMATION

Co-Borrower Name

First

Middle

Last

Co-Borrower Social Security Number

Co-Borrower Home Phone

Co-Borrower DOB (mm/dd/yyyy)

Co-Borrower Years in School

Co-Borrower Marital Status

Married
Separated
Unmarried (include single, divorced, widowed)

Co-Borrower Dependents (not listed by Borrower)

Include number and ages

Co-Borrower Present Address

Address Line 1

City

State

Zip Code

Co-Borrower Present Address Status

Own
Rent

Co-Borrower Length at Present Address (Years)

Co-Borrower Mailing Address (if different than Present Address)

Address Line 1

Address Line 2

City

State

Zip Code

If residing at present address less than two years, complete the following:

Co-Borrower Former Address

Address Line 1

Address Line 2

City

State

Zip Code

IV-A. BORROWER EMPLOYMENT

Borrower Self Employed

Self-Employed

Borrower Employer Name

Borrower Employer Phone

Borrower Employer Address

Address Line 1

City

State

Zip Code

Borrower Employment Position/Title/Type of Business

Borrower Years on this job

Borrower Years employed in this line of work/profession

If employed in current position for less than two years or if currently employed in more than one position, complete the following:

Previous Employment 1

Prev Employer1 Self-Employed

Self-Employed

Previous Employer Name

Prev Employer Phone

Previous Employer Address

Address Line 1

City

State

Zip Code

Prev Employment Dates (from - to)

Monthly Income

Position/Title/Type of Business

Previous Employment 2

Prev Employment 2 Self-Employed

Self-Employed

Prev Employer Name

Previous Employer Phone

Previous Employer Address

Address Line 1

City

State

Zip Code

Prev Employment Dates (from - to)

Monthly Income

Position/Title/Type of Business

You may skip this Co-Borrower section

IV-B. CO-BORROWER EMPLOYMENT INFORMATION

Co-Borrower Self-Employed

Self-Employed

Co-Borrower Employer Name

Employer Address

Address Line 1

City

State

Zip Code

Co-Borrower Position/Title/Type of Business

Co-Borrower Employer Phone

Co-Borrower Years on this job

Co-Borrower Years employed in this line of work/profession

If employed in current position for less than two years or if currently employed in more than one position, complete the following:

Co-Borrower Previous Employer 1

Prev Self-Employed

Self-Employed

Previous Employer Name

Previous Employer Phone

Prev Employer 1 Address

Address Line 1

City

State

Zip Code

Prev Employment Dates (from - to)

Previous Employment Monthly Income

Previous Employment 1 Position/Title/Type of Business

V. MONTHLY INCOME AND COMBINED HOUSING EXPENSE INFORMATION

Borrower Gross Monthly Income

Base Employment Income

Self Employed Borrower(s) may be required to provide additional documentation such as tax returns and financial statements.

Overtime

Bonuses

Commissions

Dividends/Interest

Net Rental Income

Other Income

(before completing, see the notice in "describe other income," below)

Other Income Description

Co-Borrower Gross Monthly Income

Base Employment Income

Self Employed Borrower(s) may be required to provide additional documentation such as tax returns and financial statements.

Overtime

Bonuses

Commissions

Dividends/Interest

Net Rental Income

Other Income

(before completing, see the notice in "describe other income," below)

Other Income Description

NOTICE: Alimony, child support, or separate maintenance income need not be revealed if the Borrower (B) or Co-Borrower(C) does not choose to have it considered for repaying this loan.

VI. ASSETS AND LIABILITIES

This Statement and any applicable supporting schedules may be completed jointly by both married and unmarried Co-Borrowers if their assets and liabilities are sufficiently joined so that the Statement can be meaningfully and fairly presented on a combined basis; otherwise, separate Statements and Schedules are required. If the Co-Borrower section was completed about a non-applicant spouse or other person, this Statement and supporting schedules must be completed about that spouse or other person also.

Completed

Jointly
Not Jointly

Liabilities and Pledged Assets. List the creditor’s name, address, and account number for all outstanding debts, including automobile loans, revolving charge accounts, real estate loans, alimony, child support, stock pledges, etc. Use continuation sheet, if necessary. Indicate by (*) those liabilities, which will be satisfied upon sale of real estate owned or upon refinancing of the subject property.

ASSETS

Cash deposit toward purchase held by

Cash or Market Value

Stocks & Bonds

Company name, number, and description

Stocks & Bonds Amount

Number of Bank Accounts *

First Bank Account

Name of Bank, S&L, or Credit Union

Bank Address

Address Line 1

City

State

Zip Code

Account Number

Account Balance

Second Bank Account

Name of 2nd Bank, S&L, or Credit Union

Bank Address

Address Line 1

City

State

Zip Code

Account Number

Account Balance

Third Bank Account

Name of 3rd Bank, S&L, or Credit Union

Bank Address

Address Line 1

City

State

Zip Code

Account Number

Account Balance

09:00am – 6:00pm

100 N Brand Blvd Ste 320

(818) 539-2243

09:00am – 6:00pm

100 N Brand Blvd Ste 320

(818) 539-2243

I. TYPE OF MORTGAGE AND TERMS OF LOAN

II. Property INFORMATION AND PURPOSE OF LOAN

III-A. BORROWER INFORMATION

If residing at present address for less than two years, complete the following:

III-B. CO-BORROWER INFORMATION

If residing at present address less than two years, complete the following:

IV-A. BORROWER EMPLOYMENT

If employed in current position for less than two years or if currently employed in more than one position, complete the following:

Previous Employment 1

Previous Employment 2

IV-B. CO-BORROWER EMPLOYMENT INFORMATION

If employed in current position for less than two years or if currently employed in more than one position, complete the following:

Co-Borrower Previous Employer 1

V. MONTHLY INCOME AND COMBINED HOUSING EXPENSE INFORMATION

Borrower Gross Monthly Income

Co-Borrower Gross Monthly Income

VI. ASSETS AND LIABILITIES

ASSETS

First Bank Account

Second Bank Account

Third Bank Account

LIABILITIES