BORROWER LOAN PROFILE UPDATE Do you want to take cash out? If so how much and what for? What matters most? Lower Payments Less Interest paid overtime Early Payoff Cash Out Do you want to come in with funds to lower payments? If so how much? Property Address * Address 1 Address 2 City State/Province Zip/Postal Code Country Name * First Name Last Name Date of Birth Borrower * MM DD YYYY Social Security Number Borrower Married Yes No Est. FICO (credit) Score * Email * Phone (###) ### #### Current Address if not Subject Address Address 1 Address 2 City State/Province Zip/Postal Code Country Name- Additional Borrower First Name Last Name Married Yes No Married to Borrower Yes No Est. FICO (credit) Score- Additional Date of Birth Additional Borrower * MM DD YYYY Social Security Number Additional Borrower Email- Additional Borrower Phone- Additional (###) ### #### Estimated Value of Home Current Loan Balance (s) Current Housing Payment $ If you currently own and plan to rent out your home, how much can you rent it for? $ Do you have any credit cards? Yes No Total Min. Credit Card Payments Monthly $ Credit Card Balances $ Do you have any student loans? Yes No Total Min Student Loan Payments Monthly $ Student Loan Balances $ Do you have any car loans? Yes No Total Min. Auto Payments Monthly $ Car Loan Balances $ Do you have any other debts on your credit report, alimony, child support or IRS debt that you owe? Yes No If you marked yes, what is the balance and payments for each. Total Annual Income (Include Anyone Going On The Loan) Check All That Apply Base Pay Overtime- received less than 2 yrs Overtime- received more than 2 yrs Bonus- received less than 2 yrs Bonus- received more than 2 yrs Commissions- received less than 2 yrs Commissions- received more than 2 yrs Retirement Self- Employed- more than 2 yrs. Self-Employment- less than 2 yrs. Other List Other Income Source If not checked above but Included in Total Income Provided Are you a Veteran with VA Benefits Yes Yes w/ VA disability Benefits as well No Are you a 1st Responder Yes No Do you have a TRUST (estate plan) Yes No Do you have a tax professional Yes No Do you have a Financial Advisor Yes No What Future Education would benifit you? Check All That Apply Financial- Budgeting Financial- Retirement Planning Financial- Investing Financial- Tax Savings Financial- Protecting Assets Such as Estate Planning or Insurance Real Estate-Investing Real Estate-Early Payoff Credit Other Thank you!
