IMPORTANT:

Congratulations on getting into contract! We’re thrilled to assist you throughout this process. To ensure a smooth purchase with the desired outcome, please answer the below.

Name

First Name

Last Name

Email

Phone

(###)

###

####

Preferred Days/Times to Reach you

What is the total amount of money you have budgeted for this home purchase? (Down payment and closing costs coming from a bank account, 401k or as a gift of funds)

Where are the Funds Coming from? Example: Checking $50,000 , Stocks $10,000

Will property go in a TRUST? If so provide certification of trust upfront

How do you want to hold Ownership Vesting (See Link to PDF on this page VESTING OPTIONS)

If you are Married & Spouse is not on the loan, do you want spouse on title as a owner?

Any trips or out-of-town dates within the next 30 days.

Anything else we should know?

Completed Opt Out? Opt Out (complete for each person on the loan) --> https://www.optoutprescreen.com/form

Opt Out Link

Quick TIPS:

Be sure your credit is unfrozen )The links for each provider is below)
https://freeze.transunion.com
https://www.experian.com/freeze/center.html
https://my.equifax.com/
Be as accurate as possible with your current income
At the end, you’ll be able to upload documents-but this can be done at a later time as well.

*** You DO NOT have to provide your bank log in information (this is only if you prefer e-verification) but it is not required. You can always upload your bank statements instead. Also, at the end of the application you’ll see a list of documents that we’ll need if you are looking to get Preapproved or Underwriting approved.

Quick TIPS:

Be sure your credit is unfrozen )The links for each provider is below)

Be as accurate as possible with your current income

At the end, you’ll be able to upload documents-but this can be done at a later time as well.