(This
question is for our Marketing Department, please...)
How
did you find this Web site?
GENERAL INFORMATION (SECTION
ONE)
Name:
Home Phone:
Work Phone:
E-mail:
The best time of day to reach me is: at this time:
* A phone number is required for a loan
officer to contact you. *
Property Location
City:
State:
Personal Information
Annual
Household Gross Income is $
My monthly installment payments total $ Outstanding principal balance $
(car payments, personal
loans, student loans, alimony and/or child support)
My monthly credit card payments
total $
Outstanding principal
balance $
(total of minimum payments required on revolving
charge card "outstanding balance" debt)
My credit history is
excellent
good,
but some lates
some
credit problems
major
credit problems
not
sure about my credit history
Loan Request (please select one
option)
Purchase (continue on to Section
Two)
Refinance (continue on to Section
Three)
Credit Line (continue on to Section
Four)
Home Improvement / Home Equity (continue on to Section
Four)
Other, please describe:
NEW HOME PURCHASE (SECTION TWO)
PLEASE
COMPLETE THIS SECTION IF PURCHASING A NEW HOME
Time Frame (please select one
option)
Thinking about buying a new home
Actively looking for a new home
About to make an offer on a property
Have an accepted sales contract on a property
Realtor/Agent Information (please
select one option)
I am currently
working with a Realtor or Agent
Please refer me to a Realtor or Agent
I am buying directly from the seller / owner
I am buying directly from the builder (new construction)
Purchase Price of New Home
I am thinking of buying in the price range of $ to $
Down Payment
I
plan to put down between % and % towards the purchase price
Source of
Down Payment
Type of Loan Desired (please
select one option)
(Click here to go to the "Loan Highlights"
section for information on these programs)
30 yr fixed 15 yr fixed Adjustable
30/5 yr fixed
30/7 yr fixed
Haven't decided
REFINANCE - NEW FIRST MORTGAGE (SECTION
THREE)
PLEASE COMPLETE THIS SECTION IF REFINANCING YOUR CURRENT PROPERTY
Property Value
This
property should appraise for $
Don't know the fair
market value of this property
Existing Loans on Property
1st loan balance $ current payment
2nd loan balance $ current payment
3rd loan balance $ current payment
(or any other outstanding
lien secured with property)
Do any of these payments include
Property Taxes and Insurance?YES NO
Reason for Refinancing (please
select one option)
Reduce Interest Rates
/ Reduce Loan Term
Change existing loan terms from fixed to adjustable
Change existing loan terms from adjustable to fixed
Refinance a mortgage balloon payment
Need cash out for home improvements. Amount desired $
Need cash out for bill consolidation. Amount desired $
Need cash out for other purposes. Cash out amount desired $
Other,
please specify
Current Loan Type (please select
one option)
Fixed 30 year mortgage
Fixed 15 year mortgage
Adjustable
Balloon
New Loan Type Desired (please
select one option)
(Click here to go to the "Loan Highlights"
section for information on these programs)
30 yr fixed
15 yr fixed Adjustable
30/5 yr fixed
30/7 yr fixed
Haven't decided
EQUITY SECOND MORTGAGE (SECTION FOUR)
PLEASE COMPLETE THIS SECTION FOR AN EQUITY MORTGAGE, CREDIT LINE, or HOME IMPROVEMENT
LOAN
Type of Loan Request (please
select one option)
(Click here to go to the "Loan
Highlights" section for information on these programs)
Secured Credit
Line
Fixed rate and term Equity
Loan
Other, please state
Existing Loans on Property
1st loan $
2nd loan $
Do any of the loans have negative amortization?
Yes
No
Don't Know
Reason for Equity Loan Request
Refinance
existing second mortgage (improve current terms)
Home improvements - amount needed: $
Bill consolidation - amount needed: $
Cash
Out for other purposes - amount needed: $
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Courtesy Financial is centrally located to serve all areas of California, with its main office location in San Jose, California. Email us today