PURCHASE QUOTEHow Much Home Can You Buy? Name * First Name Last Name Est. FICO (credit) Score * Email * Phone (###) ### #### Name- Additional Borrower First Name Last Name Est. FICO (credit) Score- Additional Email- Additional Borrower Phone- Additional (###) ### #### What Price of Home are you hoping to Buy? What are you looking to keep your Home Loan Payment (inc. property taxes and insurance) at? Now let's review your debt without pulling your credit Rent & Payment Own & Payment Current Housing Payment $ Have you owned a home in the last 3 years? * YES NO If you currently own and plan to rent out your home, how much can you rent it for? $ If you currently own and plan to sell, how much do you owe and what do you think you can sell the home 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 re-locating areas more than a hour away? Yes No Do you work remote from home and employer can verify you do (if home will be over a hour away from work) Yes No How Much Money do you have to invest into the down payment and closing cost? Where will the funds come from? What area are you looking to buy? 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 How or by who were you directed here? Realtors First and Last Name Thank you! REFINANCE QUOTE Name * First Name Last Name Est. FICO (credit) Score * Email * Phone (###) ### #### Name- Additional Borrower First Name Last Name Est. FICO (credit) Score- Additional Email- Additional Borrower Phone- Additional (###) ### #### Property Address Address 1 Address 2 City State/Province Zip/Postal Code Country Is this a: Primary Home, Second Home or Rental Home? Current Housing Payment $ If this is a rental, how much do you rent it for? $ List the reason for Refinance? Cash out, Lower Rate, Lower payment, Divorce Buyout etc. What is the Estimated Value of the Home Currently? Do you have any debt you want to pay off? What accounts and how much? Any home renovation you plan to do that you would like funds for? If so how much? What is your current Interest Rate? How much do you owe? $ What loan term are you interested in? 0-30 Years (Pick your Term) Do you want property taxes and insurance included in your monthly payment? Monthly HOA If applicable $ Monthly HOA if applicable $ Do you plan to buy another home within a year? If so will it be a primary, second home or rental? Who can we thank for referring you to us? Do you have a TRUST (estate plan) Yes No Are you a Veteran with VA Benefits Yes Yes w/ VA disability Benefits as well No Are you a 1st Responder Yes No Thank you!
