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Mortgage Analysis Worksheet

MORTGAGE ANALYSIS WORKSHEET

To try and get the very best interest rates and loan terms for you and your family, a mortgage finance expert will look over the information you submit below and contact you with the results based off of your specific situation. If you prefer to talk with someone face to face, or over the telephone, please contact us to set up an appointment.

Tip: Please be as thorough and accurate as you can. This will help us to determine how much of a loan you may qualify for as well as what programs are available.

Please fill out all fields:

BORROWER:

First name

Last name

CO-BORROWER:

First name

Last name

E-MAIL:

ex: myself@aol.com

ADDRESS:

Street:

City :

State / Zip:

HOME PHONE:

ex: 512-555-1234

CELL PHONE:

ex: 512-555-1234

WORK PHONE:

ex: 512-555-1234

CURRENT MONTHLY RENT OR MORTGAGE PAYMENT:

$ per month

BORROWER’S EMPLOYER:

LENGTH OF EMPLOYMENT?

years months

SALARY/ HOURLY WAGE:

$ per

FULL TIME?

YES NO

CO-BORROWERS EMPLOYER:

LENGTH OF EMPLOYMENT?

years months

SALARY/ HOURLY WAGE:

$ per

FULL TIME?

YES NO

ADDITIONAL INCOME?

$ per

CO-BORROWER ADDITIONAL INCOME?

$ per

HAS EITHER BORROWER EVER FILED BANKRUPTCY?

YES NO UNKNOWN

DOES EITHER BORROWER HAVE OUTSTANDING COLLECTIONS?

YES NO UNKNOWN

BANK ACCOUNT BALANCE:

CO-BORROWER
BANK ACCOUNT BALANCE:

DO YOU PAY OR RECIEVE CHILD SUPPORT ?

AMOUNT OF CHILD SUPPORT PAID OR RECIEVED MONTHLY:

$ per month

CAR PAYMENT 1:

$ per month

CAR PAYMENT 2:

$ per month

EDUCATION LOANS MONTHLY PAYMENT:

$ per month

CREDIT CARDS MINIMUM MONTHLY PAYMENT(S):Total from all accounts

$ per month

MISCELLANEOUS MONTHLY DEBT:

$ per month

DESIRED MONTHLY PAYMENT:

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