Residential Loan Application
Important: Please fill out all required fields (marked *) to avoid delays in processing your loan.
 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* DOB(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
Addr

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

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*

Addr*

City* State* Zip*

No. Yrs. on this job* yrs mths
*Yrs. employed in this line of work/profession

Employer Self Employed
Name

Addr

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

Addr

City State Zip

Dates ( from to )
Monthly Income$
Employer Self Employed
Name

Addr

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

Addr

City State Zip
Dates ( from to )
Monthly Income$
Employer Self Employed
Name

Addr

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(if additional properties are owned, use continuation sheet)
Propert Address (enter S if sold, PS if peding sale or R if rental being held for income

Type of Property Present Market Value Amount of Mortgages & Liens Gross Rental Income Mortgage Payments Insurance, Maintenance, Taxes & Misc. Net Rental Income
Addr

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

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

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 propety 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 funish the following information Co-Borrower I don't wish to funish 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



 


Important: Please fill out all required fields (marked *) before submitting.
Got Questions ? Please contact your agent or call (408) 636-2100 to speak to a loan professional.