Home Buyer Loan Information

The Loan Information Worksheet covers the general information we will need to obtain from you prior to an Approval Certificate. You can print this off the webpage or call or email us and we will send you a complete package. Filling it out prior to meeting with us will speed up your Approval Certificate and get you into your new home that much sooner.

loan info worksheet

Webpage by Akunda

LOAN INFORMATION WORKSHEET

BORROWER INFORMATION (Section 1 of 11)

Borrower's Name (include Jr. or Sr. if applicable) ________________________________
Soc. Sec. No. __________________ Home Phone with area code __________________
Age _______ Date of Birth ________ Yrs. school ______ Dependents _____ Ages _____
Married ___ Separated ___ Unmarried (include single, divorced, widowed) ____
Present Address: Own ___ Rent ___ No. Yrs. _____
Street _________________________________________________________________
City __________________________________ State _____ Zip ___________________
If residing at present address for less than two years, complete the following:
Former Address: _________________________________________________________
______________________________________________________________________
Own ___ Rent ___ No. Yrs._____
If residing at present address for less than two years, complete the following:
Former Address: _________________________________________________________
_______________________________________________________________________
Own ___ Rent ___ No. Yrs._____

Co-Borrower's Name (include Jr. or Sr. if applicable) ______________________________
Soc. Sec. No. ____________________ Home Phone with area code _________________
Age _____ Date of Birth ______________Yrs. school _________ Marital status ________
Dependents, if different from borrower ______ Ages ___________
Present Address, if different from borrower's:
_______________________________________________________________________
_______________________________________________________________________
If residing at present address for less than two years, complete the following:
Former Address: _________________________________________________________
______________________________________________________________________
Own ___ Rent ___ No. Yrs._____
If residing at present address for less than two years, complete the following:
Former Address: _________________________________________________________
_______________________________________________________________________
Own ___ Rent ___ No. Yrs._____

EMPLOYMENT INFORMATION (Section 2 of 11)
(list employers for minimum of two years)

Borrower's Current Employer Name and Address:
_______________________________________________________________________
______________________________ Phone No. ________________ No. Yrs. ________
Position or Title ___________________________ Self-Employed ___________________
Type of Business ________________________________
Borrower's Previous Employer Name and Address:
_______________________________________________________________________
______________________________ Phone No. ________________ No. Yrs. ________
Position or Title ___________________________ Self-Employed ___________________
Type of Business ________________________________
Borrower's Previous Employer Name and Address:
_______________________________________________________________________
______________________________ Phone No. ________________ No. Yrs. ________
Position or Title ___________________________ Self-Employed ___________________

Co-Borrower's Current Employer Name and Address:
_______________________________________________________________________
______________________________ Phone No. ________________ No. Yrs. ________
Position or Title ___________________________ Self-Employed ___________________
Type of Business ________________________________
Co-Borrower's Previous Employer Name and Address:
_______________________________________________________________________
______________________________ Phone No. ________________ No. Yrs. ________
Position or Title ___________________________ Self-Employed ___________________
Type of Business ________________________________
Co-Borrower's Previous Employer Name and Address:
_______________________________________________________________________
______________________________ Phone No. ________________ No. Yrs. ________
Position or Title ___________________________ Self-Employed ___________________

ASSETS (Section 3 of 11)

List Checking and Savings Accounts:
Name and address of Bank, S&L, or Credit Union
_______________________________________________________________________
______________________________ Account No. ______________________________
Phone No. __________________________ Current Balance $______________________
Saving ____ or Checking ____

Name and address of Bank, S&L, or Credit Union
_______________________________________________________________________
______________________________ Account No. ______________________________
Phone No. __________________________ Current Balance $______________________
Saving ____ or Checking ____

Use additional paper if needed

Stocks and Bonds:
Company Name ________________________________ $ _______________________
Vested Interest in Retirement Fund......................................$ _______________________
Real Estate Owned ............................................................$ _______________________
Life Insurance cash value ...................................................$ _______________________
Automobiles (year/make, and value):
__________________________________________ $ _________________________
__________________________________________ $ _________________________
__________________________________________ $ _________________________

Other Assets (furniture, clothing, electronics, etc.)
Lump Sum .................................................................. $ _________________________

CURRENT MONTHLY HOUSING EXPENSE (Section 4 of 11)

Rent ____________________________ Real Estate Taxes ___________________
First Mortgage (P&I) _______________ Hazard Insurance ___________________
Mortgage Insurance ________________ Other Financing (P&I) ________________
Homeowner Assn. Dues _____________ Other ____________________________

Total ______________________

LIABILITIES (Section 5 of 11)

Name of Company __________________________ Account No. _________________
Monthly Payment ______________________ Balance Due _______________________

Alimony/Child Support : Monthly Payment _____________________________________
Paid To _____________________ Address ___________________________________

SCHEDULE OF REAL ESTATE OWNED (Section 6 of 11)

Property Address:
_________________________________________ Sold ___ Pending Sale ___ Rental ___
Present Market Value $ ___________________ Amount of Mortgage $ _______________
Gross Rental Income (monthly) $ _____________ Monthly Mortgage Payment $ _________
Insurance, Taxes, Msc $ ______________ Net Rental Income $ _____________________

Do you own or have you sold real estate in the last five years? Yes _____ No _____
If yes, date sold _________________ Sales Price $ ___________________
Address of Property sold ___________________________________________________
Mortgage Co. ___________________________ Account No. ______________________
Address ____________________________________ Phone No. ___________________

LANDLORD/MORTGAGE INFORMATION (Section 7 of 11)
(Cover last two years minimum)

Current Landlord/Mortgage Information: Own ____ Rent ____
Landlord/Mortgage Co. ____________________________________________________
Address ________________________________________________________________
Account No. _______________________________ Phone No. ____________________
Previous Landlord/Mortgage Information (if less than two years at above address)
Previous address to be verified: _______________________________________________
_______________________________________________________________________
Landlord/Mortgage Co. _____________________________________________________
Address _________________________________________________________________
Account No. _________________________ Phone No. ___________________________

Previous address to be verified: _______________________________________________
_______________________________________________________________________
Landlord/Mortgage Co. _____________________________________________________
Address _________________________________________________________________
Account No. _________________________ Phone No. ___________________________

STATEMENT OF SOURCE FUNDS (Section 8 of 11)

Sources of funds for your down payment and closing costs and the corresponding amount you intend to use from each source in order to meet your settlement requirements.
1) _________________________________ for $ ______________________________
2) _________________________________ for $ ______________________________
3) _________________________________ for $ ______________________________
Total = $ ___________________

DECLARATIONS (Section 9 of 11)

The declarations section is a one-page yes/no questionnaire regarding your history, if any, on foreclosures, delinquencies, etc. It can best be filled out in the CTX office.

VA ONLY (Section 10 of 11)

Child care cost certification:
Provider Name _______________________________________________
Provider Address _____________________________________________
Phone No. ________________________ Monthly Payment $ __________
Nearest Living Relative:
Name ______________________________ Relationship ______________
Address ____________________________________________________
Home Phone No. _____________________ Work No. _______________

INFORMATION FOR GOVERNMENT MONITORING PURPOSES
(Section 11 of 11)

This section pertains to Race/National Origin and is best filled out in the CTX office. You may decline to furnish the information, but the loan officer is required to make a visual assessment. Please direct further questions to the loan officer.