Mortgage Questionnaire

    I. Terms of Loan & Property Information:

    Property Type

    Co-opCondoSingle Family HomeMulti Family Home; Units:

    Subject Property’s Fees
    (complete applicable items)

    Occupancy

    PrimarySecondaryInvestment

    II. Borrower(s) Information:

    Borrower













    Preferred Method of Contact
    (select all that apply)

    Home PhoneCell PhoneOffice PhoneEmailText Message

    Co-Borrower













    Preferred Method of Contact
    (select all that apply)

    Home PhoneCell PhoneOffice PhoneEmailText Message

    III. Employment Information:

    IV. Monthly Income & Present Housing Expense

    Gross Monthly Income

    Borrower







    Co-Borrower







    Present Housing Expense

    Total







    V. Assets

    Financial Institution








    Type of Account








    Amount Deposited








    VI. Schedule of Real Estate Owned

    Property Address
    (include apartment number, city, state & zip)




    Property Type:
    Condo, Coop, House




    Market Value




    Amount of Mortgage & Liens




    Mortgage Payments




    Insurance, Main, Tax & misc.




    VII. Government Monitoring (this section is optional)

    Borrower

    Race
    (select all that apply)

    American Indian/Alaska NativeAsianBlack/African AmericanNative Hawaiian/Other Pacific IslanderWhite

    Gender

    MaleFemale

    Ethnicity

    Hispanic or Latino
    Not Hispanic or Latino

    Co-Borrower

    Race
    (select all that apply)

    American Indian/Alaska NativeAsianBlack/African AmericanNative Hawaiian/Other Pacific IslanderWhite

    Gender

    MaleFemale

    Ethnicity

    Hispanic or Latino
    Not Hispanic or Latino

    VIII. Declarations Place a mark in the applicable answer for each question

    Borrower

    Questions

    Yes
    No

    Are there any outstanding judgments against you?

    Yes
    No

    Have you been declared bankrupt in the past 7 years?

    Yes
    No

    Have you had a property foreclosed upon or given title or deed in lieu thereof in the last 7 years?

    Yes
    No

    Are you a party to a lawsuit?

    Yes
    No

    Have you directly or indirectly been obligated on any loan, which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgment?

    Yes
    No

    Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond or loan guarantee?

    Yes
    No

    Are you obligated to pay alimony, child support, or separate maintenance?

    Yes
    No

    Is any part of the down payment borrowed?

    Yes
    No

    Are you a co-maker or endorser on a note?

    Yes
    No

    Co-Borrower

    Questions

    Yes
    No

    Are there any outstanding judgments against you?

    Yes
    No

    Have you been declared bankrupt in the past 7 years?

    Yes
    No

    Have you had a property foreclosed upon or given title or deed in lieu thereof in the last 7 years?

    Yes
    No

    Are you a party to a lawsuit?

    Yes
    No

    Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond or loan guarantee?

    Yes
    No

    Are you obligated to pay alimony, child support, or separate maintenance?

    Yes
    No

    Is any part of the down payment borrowed?

    Yes
    No

    Are you a co-maker or endorser on a note?

    Yes
    No

    Instructions – Put an “x” on the appropriate box.

    Borrower

    Questions

    Yes
    No

    Are you a U.S. citizen?

    Yes
    No

    Are you a permanent resident alien?

    Yes
    No

    Do you intend to occupy the property as your primary residence?

    Yes
    Yes

    Have you had an ownership interest in a property in the last three years?

    Yes
    No

    What type of property did you own – principal residence (PR), Second Home (SH), or investment property (IP)?

    Yes
    No

    How did you hold title to the home – solely by yourself (S), with your spouse (SP), or jointly with another person (O)?

    No
    No

    Co-Borrower

    Questions

    Yes
    No

    Are you a U.S. citizen?

    Yes
    No

    Are you a permanent resident alien?

    Yes
    No

    Do you intend to occupy the property as your primary residence?

    Yes
    No

    Have you had an ownership interest in a property in the last three years?

    Yes
    No

    What type of property did you own – principal residence (PR), Second Home (SH), or investment property (IP)?

    Yes
    No

    How did you hold title to the home – solely by yourself (S), with your spouse (SP), or jointly with another person (O)?

    Yes
    No

    IX. Contacts

    X. Additional Comments or Questions