Online Loan Application

Note: Please fill out all required fields (marked *) carefully before submission. Got Questions? Please contact your agent or call (408) 636-2100 to speak to a loan consultant.
 Property Information and Purpose of Loan

Agent Name *  

Loan Amount *  $

 * Required Fields

Subject Property Address* 

City*  State*  Zip*
Purpose of Loan: Purchase Refinance Construction Construction-Permanent Other
Purchase Price $ Down Payment $
Property will be: Primary Residence Secondary Residence Investment
Title will be held in what Name(s)
 
 Borrower Information
Borrower Co-Borrower
Borrower First Name * Co-Borrower First Name 
Borrower Last Name * Co-Borrower Last Name
Social Security Number * - - Social Security Number - -

Home Phone *       Email * 

Home Phone       Email 
Date of Birth (MM/DD/YYYY)*    Yrs. School* Date of Birth (MM/DD/YYYY)   Yrs. School
Married Separated Unmarried (include single, divorced & widowed) Married Separated Unmarried (include single, divorced & widowed)
Dependents (not listed by Co-Borrower) No. Ages Dependents (not listed by Borrower) No. Ages

Present Address *

City* State* Zip*

Own Rent    No. Yrs*

Present Address

City State Zip

Own Rent  No. Yrs
Mailing Address, if different from Present Address
Address 

City   State   Zip
Mailing Address, if different from Present Address
Address 

City   State   Zip
 If residing at present address for less than 2 years, please complete the following
Former Address 

City   State   Zip

Own Rent     No. Yrs
Former Address 

City   State   Zip

Own Rent     No. Yrs
 Employment Information
Borrower Co-Borrower
Employer                   Self Employed

Name* 

Address* 

City*  State*   Zip*  

No. Yrs. on this job*  yrs   Months

  *Yrs. employed in this line of work/profession

Employer                  Self Employed

Name 

Address 

City    State    Zip 

No. Yrs. on this job  Yrs.    Months

   Yrs. employed in this line of work/profession

Position/Title/Type of Business*   Position/Title/Type of Business 
Business Phone (incl. area code)*  Business Phone (incl. area code) 
 If employed in current position for less than 2 years or if currently employed in more than 1 position, please complete this section
Borrower Co-Borrower
Employer        Self Employed

Name

Address

City State Zip

Dates ( from to )

Monthly Income$
Employer         Self Employed

Name

Address

City State Zip

Dates ( from to )

Monthly Income$
Position/Title/Type of Business  Position/Title/Type of Business 
Business Phone (incl. area code)  Business Phone (incl. area code) 
Employer          Self Employed

Name 

Address 

City   State   Zip

Dates ( from to )

Monthly Income$
Employer         Self Employed

Name 

Address 

City   State   Zip

Dates ( from to )

Monthly Income$
Position / Title / Type of Business  Position / Title / Type of Business 
Business Phone (incl. area code)  Business Phone (incl. area code) 
 Monthly Income and Combined Housing Expense Information
Gross Monthly Income
Base Empl. Income: Borrower*  $     Co-Borrower  $               Total  $
 Assets and Liabilities
Assets (Description) Cash or Market Value
Cash deposit purchase held by   $ 
Automobiles (make and year)*   $*
 Schedule of Real Estate Owned

Property Address
(ender S if sold, PS if pending sale, R if rental)

Type of Property (1-4 Family or Manufactured or Multi-Family) Present Market Value Amount of Mortgages & Liens Gross Rental Income Mortgage Payments Insurance, Maintenance, Taxes & Misc. Net Rental Income
Address

City, State, Zip
S PS R $ $ $ $ $ $
Address

City, State, Zip
S PS R $ $ $ $ $ $
Address

City, State, Zip
S PS R $ $ $ $ $ $
  Total $ $ $ $ $ $
 Declarations
  Borrower Co-Borrower
Yes No Yes No
a. Are there any outstanding judgments against you?
b. Have you been declared bankrupt within the past 7 years?
c. Have you had property foreclosed upon or give title or deed in lieu thereof in the last 7 years?
d. Are you a party to a lawsuit?
e. Have you directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgment?
f. Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee?
g. Are you obligated to pay alimony, child support, ot separate maintenance?
h. Is any part of the down payment borrowed?
i. Are you a co-maker or endorser on a note?
j. Are you a U.S. citizen?
k. Are you a permanent resident alien?
l. Do you intend to occupy the property as your primary residence?
m. Have you had an ownership interest in a property in the past 3 years?
(1) What type of property did you own - principal residence (PR), second home (SH), or investment property (IP)?
(2) How did you hold title to the home - solely by yourself (S), jointly with your spouse (SP),or jointly with another person (O)?
 
Borrower: I don't wish to furnish the following information Co-Borrower I don't wish to furnish the following information
Ethnicity: Hispanic or Latino Ethnicity: Hispanic or Latino

Race:
American Indian or Alaska Asian
Black or African American White
Native Hawaiian or other Pacific Islander

Race:
American Indian or Alaska Asian
Black or African American White
Native Hawaiian or other Pacific Islander
Sex: Female Male Sex: Female Male