Refinance Pre-Qualification Worksheet
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2. Do you plan to include home improvements with this refinance? Yes No Amount of home improvements:
3. Would you like to consider including closing costs in the loan amount? Yes No
4. Term of Mortgage Requested: Years Type: (select one) ARM Fixed Undecided
5. How long have you owned this property? Years Current monthly payment:
6. How long since your last financing/refinancing of this property? Years
7. Has this property been listed for sale in the last 12 months? Yes No
8. Title to be held in the name(s) of:
9. Borrower Information:
10. Contact Information
11. Employer Information: (2 year history)
If less than 2 year history at current job, fill out for previous employer
12. Co-Borrower's Employer Information: (2 year history)
16. Are there any judgments, lawsuits, bankruptcy (last 10 years), foreclosures, alimony, child support, or indirect credit obligations (guarantees or co-signing) we should be aware of? Yes No If "Yes", please describe: 17. Are the borrowers... U.S. Citizens? Yes No If "No", Visa Type: 18. Do you own 25% or more of any Corporation or Partnership, or derive 25% or more of your income from commissions? Yes No If "Yes", please describe: 19. Are you applying for a government loan? FHA VA Any Additional Information:
NOTE: Please print a copy for your file before submitting.