Financial Information Form

(The following questions are typically lender required information.)

Including taxes and insurance, what monthly payments do you want? $___________

What approximate price range do you want to look in? $______________

How much cash do you have available for a down payment? $______________

Does this include closing costs? Yes  No 

Are you currently renting? Yes  No  If yes, how much rent? $______________

Do you currently own? Yes   No 

Do you need to sell before buying? Yes  No

How much do you think your home is worth? $______________

What is the unpaid balance? $____________, interest rate _______%, term ______ years

Dated ___/___/___, type of loan ___________, monthly payment $________

List your regular monthly payments (installment debt, revolving charges, student loan, etc.)

Description & Amount
___________________________________________________________ $_____________

___________________________________________________________ $_____________

___________________________________________________________  $_____________

___________________________________________________________  $_____________

___________________________________________________________  $_____________

Are you current on all debts? Yes  No

Is there any problem with your credit? Yes  No

What is your monthly income? $_____________  Employed  Self-employed

Your spouse’s monthly income? $________________

Other monthly income? Yes  No  

If yes, how much?
$______________

How long have you been employed with this employer? __________________

Where? __________________________________________________________________

Have you or your spouse ever filed bankruptcy? Yes No 

If yes, explain: _________________________________________________________________________________

Have you or your spouse had a home foreclosure? Yes No

If yes, explain____________________________________________________________________________________