For a mortgage or HELOC quote, please click on the email link below and enter the following information.
You can copy this block of questions and then paste it into the email you will be sending to us. Be sure to fill in
the requested information. Please note that we will NOT pull a credit report at this time.
Once we determine how we can help you, we will contact you to discuss your options so you can determine what works best
for you.
What is your purpose for this mortgage (i.e. lower the rate, remodel, consolidate debt, get cash out,
etc.)?
Borrower's name:
Date of birth:
Co-borrower's name:
Co-borrower's date of birth:
Property address (street, city, state, zip)):
Market
value: $
Current TOTAL of all mortgages on the property: $
Current mortgage rates and terms:
1st mortgage rate: %; this rate is fixed
for years.
2nd or HELOC rate:
%; this rate is fixed for years.
3rd or HELOC rate: %; this rate is fixed
for years.
Are there any pre-payment penalties
- Yes or No:
If yes, when will they drop off?
Type of home (circle all that
apply):
Single family home, condo, townhome, manufactured, raw land, developed land, other ____________________
How
long have you owned this property?:
Has either borrower been bankrupt in the last 2 years?
If yes: what type of bankruptcy was it (Chapter 7, 11, or 13)?
when was the bankruptcy discharged?
Has either borrower had a foreclosure on any property in the last 3
years?
If yes, when did the foreclosure occur?
Rate the borrower's credit (Excellent,
good/average, poor):
Rate the co-borrower's credit (Excellent, good/average, poor):
How do
you prefer to be contacted? email, phone, mail, etc.
Please provide your contact information (email,
phone, mail, etc.):
