Name
Property Address
City
State
Zip Code
Phone
Email
Primary Loan
Information
Estimated Property Value
How Will You Use This
Property?
Primary
Secondary
Investment
Who is Your Current Lender?
Current Loan Balance on
Your First Loan?
Current Interest Rate on
Primary Loan?
Loan Term on Primary
Loan?(30-Year/15-Year etc.)
What Was The
Initial Loan Amount?
When was this
loan originated? (Month and Year)
If your
current loan is an ARM or Balloon, when will it adjust?
What is your
current Principle & Interest Payment (not including taxes,
insurance, and/or PMI)?
Do you
currently pay PMI (Private Mortgage Insurance)?
NO
YES
If yes, what
is your monthly PMI payment?
Do you
currently escrow for property taxes?
NO
YES
What is your
current Principle & Interest Payment ( including taxes,
insurance, and/or PMI)?
Secondary
Loan Information
Who is Your Current Lender?
Current Loan Balance on
Your Second Loan?
Loan Term? (30-Year/15-Year
etc.)
Current Interest Rate on
Second Loan?
What Type of Loan is it?
HELOC
Fixed Second Mortgage
Term on Second Loan?
What Was The
Initial Loan Amount?
When was this
loan originated? (Month and Year)
If your
current loan is an ARM or Balloon, when will it adjust?
What is your
current Principle & Interest Payment (not including taxes,
insurance, and/or PMI)?
What is your
current Principle & Interest Payment ( including taxes,
insurance, and/or PMI)?
Other Debt
Information
Do you have
any revolving debt you are carrying that I can analyze? If so,
how much?
Objectives
Save Per Month
NO
YES
Eliminate PMI
NO
YES
Reduce Loan Term
NO
YES
Pay off Debts
NO
YES
Desired Loan Fee Option
No Closing Cost Loan
0 Point + Closing Cost
1 Point + Closing Cost
2 Points + Closing Cost
How Did Your Hear About us?
Comments?
