HELP CENTER Real Estate Loan Centers CUSTOMER INFORMATION Originator Name:   Phone:   Appt.Date:   Time:   Borrower:   Co-Borrower:   Address:   City:   State:   Zip:   How long have you lived there?   yrs.   mths.   (If less than 2 years.) Where did you live before that? Previous Address:   City:   State:   Zip:   Phone:   Purpose of Loan:   Borrower Social Security Number: - -   Date of Birth:   Co-Borrower Social Security Number: - -   Date of Birth:   FICO (Office use only) - - What is the property worth? $    What do you owe on your property now? $    How long have you lived there? $    What kind of Interest Rate are you in now? %  How much is your monthly payment? $    Does that include your taxes and insurance? yes  Any Home Owners Association Fees? $    How long do you plan on staying there? Great! Do you have a second mortgage?   How long have you had it?   What do you owe?   LTV (Office use only) % So, if you don’t mind me asking, what do you do for a living?   How long?  No kidding! What do you think you earn on an annual basis? $   Wow! Can we document that?   (if less than 2 years) What did you do before that?   Great! What did you earn then? $   What about your spouse? $   Before that?   How much? $   DTI (Office use only) % Great! Do you have any retirement, like a 401k or savings that we can document? Roughly how much would you say? $ Assets (Office use only) months in reserves Great! Do we have permission to run your credit report (s)? yes    © 2007 Agent Image, Inc. All rights reserved. | Terms | Login Design by Agent Image - Real Estate Web Site Design