Prequalify for a Mortgage (Responsive)

Mortgage Lender *

First Name *

Middle Name *

Last Name *

Social Security Number *

Birth Date *

Month Day Year

E-mail *

Best Contact Number *

Area Code Phone Number

Home/Cell Number *

Area Code Phone Number

Current Residence Address *

Street Address

Apt Number

City State / Province

Postal / Zip Code Country

Do you rent or own currently? *

Rent Own I live with a relative or friend rent free.

If you own, what will you be doing with your primary residence?

Selling it Renting it I'm keeping it and purchasing a 2nd home I'm keeping it and buying a rental property

How long have you lived at your current residence? *

Lease Expiration Date

Month Day Year

Current Monthly Rental Payment (If Applicable)

Previous Residence Address (If Less Than 2 Years)

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code Country

Current Employer *

Employer Phone Number *

Area Code Phone Number

Employer Address *

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code Country

Years at Employer *

If Employed Less than 2 Years, Name of Previous Employer

Gross Monthly Income (Before Taxes) *

How do you get paid? *

Hourly Salary Commission

Additional Income

Plus Commission Bonus Overtime

Position *

Are you Self Employed? (This includes 1099 employees) *

Yes, Self Employed No, I receive a W2

Retirement Income (Pension or Social Security Income) *

Child Support Income (That Will Continue for at Least 3 Years) *

Are you obligated to pay court ordered alimony or child support? *

No Yes

(If Yes) How much are you obligated to pay monthly?

First Name

Middle Name

Last Name

Social Security Number

Birth Date

Month Day Year

E-mail

Best Contact Number

Area Code Phone Number

Home/Cell Number

Area Code Phone Number

Address

Street Address

Apt Number

City State / Province

Postal / Zip Code Country

Current Employer

If Employed Less than 2 Years, Name of Previous Employer

Employer Phone Number

Area Code Phone Number

Employer Address

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code Country

Gross Monthly Income (Before Taxes)

Position

How do you get paid?

Hourly Salary Commission

Additional Income

Plus Commission Bonus Overtime

Are You Self Employed? (Includes 1099 employee)

Yes, Self Employed No, I received a W2

Retirement Income (Pension or Social Security Income)

Child Support Income (That Will Continue for at Least 3 Years) *

Are you obligated to pay court ordered alimony or child support?

No Yes

(IF Yes) How much are you obligated to pay monthly?

Account #1 *

Checking Savings Money Market

Avg monthly balance *

Retirement Amount Total Vested Amount *

Amount #2

Checking Savings Money Market

Avg monthly balance

CD / Other Total Amount

Amount #3

Checking Savings Money Market

Avg monthly balance

What is the maximum monthly mortgage payment that you are comfortable with? (This includes Property Taxes and Mortgage Insurance) This will help us determine your maximum pre-approved price range.

Maximum Desired Down Payment Amount *

Are you able to secure a gift for down payment? *

Yes No

If a gift can be arranged, for what amount is available?

Please feel free to list any additional comments below:

Signature of Client 1 *

Client Approval: By signing my name below and submitting this form, I authorize the financial institutions above to order a copy of my credit report to use in conjunction with this loan pre-qualification worksheet and agree to the disclosures below.

Signature pf Client 2

Client Approval: By signing my name below and submitting this form, I authorize the financial institutions above to order a copy of my credit report to use in conjunction with this loan pre-qualification worksheet and agree to the disclosures below.

Enter the message as it's shown *

The pre-qualification form is designed to aid the Mortgage Loan Originator in initial consultation with consumers who are seeking guidance and information in preparation for applying for a mortgage loan in the future. This is not a loan application as defined by 24 CFR and 3500.2 (b) of The Real Estate Settlement and Procedures Act or by ECOA. Completion of this form will not result in any type of formal loan evaluation or underwriting. Privacy Notice: PropertyPaths.com, LLC and any affiliate lender(s) you have chosen will not disclose any non-public personal information about the clients for any purpose that is not specifically permitted by law. We restrict access to non-public personal information about you to those employees who need to know in order to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your non-public personal information. This Pre-Qualification is not a mortgage loan application. You are authorizing PropertyPaths.com, LLC and/or the affiliate lenders you chose to pull your credit report for consultation purposes only. The affiliate mortgage lenders chosen are licensed Ohio Mortgage Lenders.

Patriot Act Agreement: In accordance with Federal regulations set forth in the USA Patriot Act, this institution is required to verify the identity of any person applying for a mortgage loan to the extent reasonable and practicable, and maintain records of the information used to verify their identity. During your mortgage loan application process, we will require your name, current and past home addresses, date of birth, and other identifying information about you.

Authorization to Receive Electronic Disclosures: In order to successfully process your mortgage loan application, you must agree to receive certain disclosures from this institution in electronic form rather than paper form. You must also agree to the terms of the eDisclosure Agreement, which include software and hardware requirements and your responsibility to maintain and provide a valid email address. Certain disclosures may be provided to you in paper form as necessary once your mortgage loan application is received.

Privacy Policy: We take our clients' financial privacy very seriously. During the course of processing your application, we accumulate non-public personal financial information from you and from other sources about your income, your assets, and your credit history in order to allow a lender to make an informed decision about granting you credit. We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

By clicking "I accept the terms of the privacy policy" you are granting us permission to obtain all information deemed necessary to process your mortgage loan application. This information includes, but is not limited to, your past and present employment status, your deposit accounts, your past and present consumer credit record, your mortgage record and/or your rental record.

We do not disclose any nonpublic information about our customers or former customers to any third party, except as permitted by law.

Credit Check Authorization: During your mortgage loan application process, we will pull your credit report as part of the evaluation process. By clicking the box below you are authorizing us to pull and review your credit report for the purpose of qualifying for a mortgage loan.

I authorize you to obtain a credit report.

Prequalify for a Mortgage

Client #2 (If Two Buyers Are Financing)

Finalized Application (Combined Information)