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Contact Info
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Borrower Information
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Borrower Address
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Employment Information
5
Additional Employment/Self-Employment
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Previous Employment/Self-Employment and Income
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Income From Other Sources
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Assets
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Other Assets and Credits You Have
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Liabilities
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Other Liabilities and Expenses
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Real Estate
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Additional Property 1
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Additional Property 2
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Loan and Property Information
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Other New Mortgage Loans
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Rental Income on the Property You Want to Purchase
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Gifts or Grants
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Declarations
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Declarations 2 Finances
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Military Service
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Demographic Information
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Additional Borrower Information
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Additional Borrower Employment Information
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Additional Employment/Self-Employment
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Previous Employment/Self-Employment and Income
27
Income From Other Sources
28
Declarations
29
Declarations (Continued)
30
Military Service
31
Demographic Information
32
Signers
33
Privacy Policy

How can we contact you?

Let's start with a little information about you.

Borrower Information

Please answer all the questions.

Borrower Address

Mailing Address & If at Current Address for LESS than 2 years, list a Former Address

Employment Information

Please answer all the questions.

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Additional Employment/Self-Employment

IF APPLICABLE, Complete Information for Additional Employment/Self-Employment and Income

Previous Employment/Self-Employment and Income

Please answer all the questions.

Income From Other Sources

Alimony • Automobile Allowance • Boarder Income • Capital Gains • Child Support • Disability • Foster Care • Housing or Parsonage • Interest and Dividends • Mortgage Credit Certificate • Mortgage Differential Payments • Notes Receiv...

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Assets

Checking • Savings • Money Market • Certificate of Deposit • Mutual Fund • Stocks • Stock Options • Bonds • Retirement (e.g., 401k, IRA) • Bridge Loan Proceeds • Individual Development Account • Trust Account • Cash Value of Life ...

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Other Assets and Credits You Have

Proceeds from Real Estate Property to be sold on or before closing • Proceeds from Sale of Non-Real Estate Asset • Secured Borrowed Funds • Unsecured Borrowed Funds Earnest Money • Employer Assistance • Lot Equity • Relocation Funds • Rent ...

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Liabilities

Please answer all the questions.

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Other Liabilities and Expenses

Include all other liabilities and expenses below.

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Real Estate

Property you own. If you are refinancing, list the property you are refinancing FIRST.

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Additional Property 1

IF APPLICABLE, Complete Information for Additional Property

Additional Property 2

IF APPLICABLE, Complete Information for Additional Property

Loan and Property Information

This section asks about the loan’s purpose and the property you want to purchase or refinance.

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Other New Mortgage Loans

On the Property You are Buying or Refinancing

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Rental Income on the Property You Want to Purchase

Complete if the property is a 2-4 Unit Primary Residence or an Investment Property

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Gifts or Grants

Gifts or Grants You Have Been Given or Will Receive for this Loan

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Declarations

Please answer all the questions.

Declarations 2 Finances

funding, and your past financial history.

Military Service

This section asks questions about your (or your deceased spouse's) military service.

Demographic Information

This section asks about your ethnicity, sex, and race. All questions are optional

Additional Borrower Information

Please answer all the questions.

Additional Borrower Employment Information

Provide at least 2 years of current and previous employment and income.

Additional Employment/Self-Employment

IF APPLICABLE, Complete Information for Additional Employment/Self-Employment and Income

Previous Employment/Self-Employment and Income

Provide at least 2 years of current and previous employment and income.

Income From Other Sources

Alimony • Automobile Allowance • Boarder Income • Capital Gains • Child Support • Disability • Foster Care • Housing or Parsonage • Interest and Dividends • Mortgage Credit Certificate • Mortgage Differential Payments • Notes Receiv...

Declarations

This section asks you specific questions about the property, your funding,

Declarations (Continued)

Funding, and your past financial history.

Military Service

This section asks questions about your (or your deceased spouse's) military service.

Demographic Information

This section asks about your ethnicity, sex, and race. All questions are optional

Additional Signers

Create and assign signers for signature roles.

All Signers

You're done!

Version 24.1.2.4