Financial Information Form

  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 q No q

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

Do you currently own? Yes q No q

Do you need to sell before buying? Yes q No q

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 q No q

Is there any problem with your credit? Yes q No q

What is your monthly income? $_____________Employed q Self-employed q

Your spouse’s monthly income? $________________

Other monthly income? Yes q No q If yes, how much?
$______________

How long have you been employed with this employer? __________________

Where? __________________________________________________________________

Have you or your spouse ever filed bankruptcy? Yes q

No q If yes, explain: ______

___________________________________________________________________________ Have you or your spouse had a home foreclosure? Yes q

No q If yes, explain______

____________________________________________________________________________
 

 
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