Financing Questionnaire

Having spent 20+ years in residential and commercial financing, I'm aware of what lenders are looking for. By providing this information up front we can speed up the financing process.

First Name

Last Name

Birthdate

Social Security Number

Home phone number

Cell phone number

Number of dependents

Age of dependents

Marital Status

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Current Street Address

City

State

Zip Code

Time at Address

Previous Street Address

City

State

Zip Code

Time at Address

Current Residence Status

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Current Employer

Current Position

Employer Phone Number

Time with Employer

Employer Address

Employer City

Employer State

Employer Zip Code

First Name

Last Name

Birthdate

Home phone number

Cell phone number

Number of dependents

Age of dependents

Social Security Number

Marital Status

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Current Street Address

City

State

Zip Code

Time at Address

Previous Street Address

City

State

Zip Code

Time at Address

Current Residence Status

arrow&v

Current Employer

Current Position

Employer Phone Number

Time with Employer

Employer Address

Employer City

Employer State

Borrower 1

Base employment income

Overtime

Bonuses

Commissions

Dividends/Interest

Net Rental Income

Social Security Income

Pension/Retirement Income

Borrower 2

All income & expense input

should be calculated on

a monthly basis

Base employment income

Overtime

Bonuses

Commissions

Dividends/Interest

Net Rental Income

Social Security Income

Pension/Retirement Income

Expenses

Rent

Mortgage (P&I)

Property Insurance

Real Estate Taxes

Mortgage Insurance

HOA Dues

Borrower1

Borrower2

Name of Bank or Brokerage                    Type of Account                           Current Value/Balance

             Address                          Present Value                Mortgage Balance              Mortgage Payment          Taxes & Insurance

BORROWER INFORMATION - BORROWER 1

BORROWER INFORMATION - BORROWER 2

Employer Zip Code

INCOME & EXPENSE INFORMATION

ASSETS & LIABILITIES INFORMATION

This form is for information gathering only and does not constitute an official loan application or any commitment to borrow or lend.

Keller Williams on the Water /  1301 6th Avenue West, Ste 100 Bradenton , FL 34205

Keller Williams Realty, Inc. is a real estate franchise company. Each Keller Williams office is independently owned and operated. Keller Williams Realty, Inc. is an Equal Opportunity Employer and supports the Fair Housing Act.