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Pre-Qualification Worksheet
Your privacy is very important to us.  Please be assured that any personal information submitted to us will be used only for the purpose of answering your information request and will not be made available to any third party without your knowledge or consent.

How did you hear about us?

Referred by:


1. Property Information:

Select One:
Offer Pending 
Under Contract 
If Under Contract, enter closing date
Address of home to be purchased (if known):
Street:
City:State:   Zip:

Proposed Purchase Price: (If Construction - Total Project)

$

This home will be: (select one)
Primary residence  Second home  Investment property
2. Down Payment:

$ or % (specify either dollar amount or percentage of purchase price)
Down Payment will come from:
(checking, savings, investment account, sale of stock, sale of home, 401K loan, gift) Please specify
3. Term of Mortgage Requested:

  years
Type: (select one)
ARM  Fixed  Undecided
4. Borrower Information:
Borrower: Married   Unmarried
First:*  Middle: Last:*
Date of Birth: Social Security Number:

   
Co-Borrower: Married   Unmarried
First:  Middle: Last:
Date of Birth: Social Security Number:  
5. Title to be held in the name(s) of:

(2nd name, if any)
6. Borrower's Home Address:

Street:
City:   State:   Zip:

If less than a 2 year history at current address, please add previous address
Street:
City:   State:   Zip:

Do you: Own   Rent  Live Rent Free 
# years at this residence 
Current monthly housing/rent payment: $
Do you intend to sell current home? Yes   No
Current home listed for sale? Yes   No
Estimated Market Value: $
Under Contract? Yes   No

7. Contact Information:
Borrower
Co-Borrower

Home Phone:  

Fax: 

*Email: 

Cellular Phone:


8. Employer Information:
(2 year history)

Employer Name:
Street Address:
City:   State:   Zip Code:
Employer Phone:
Job Title:  
# Years at this type of work:

Relocation: Yes   No   # Years with Employer:
Start Date (if new hire):

If less than 2 year history at current job, fill out for previous employer
Employer Name:
Street Address:
City:   State:   Zip Code:
Employer Phone:
Employed from to

9. Co-Borrower's Employer Information:
  (2 year history)

Employer Name:
Street Address:
City:   State:   Zip Code:
Employer Phone:
Job Title:  
# Years at this type of work:
Corporate Relocation: Yes   No   # Years with Employer:
Start Date (if new hire):

If less than 2 year history at current job, fill out for previous employer
Employer Name:
Street Address:
City:   State:   Zip Code:
Employer Phone:
Employed from to

10. List gross monthly income and sources of income:

Gross Monthly Income Borrower Co-Borrower
Base Empl Income $ $
Overtime $ $
Bonuses $ $
Commissions $ $
Dividends/Interest $ $
Net Rental Income $ $
$ $
$ $
Totals: $ $


11. List primary assets such as bank (checking, savings, IRA), investment, retirement accounts, stock options, real estate:
Assets: Source: Notes:
$
$
$
$
$
$
$


12. List liabilities even if paid off on a monthly basis:
Liabilities: Source:
Balance Payment Debt Type Creditor
$ $
$ $
$ $
$ $
$ $
$ $
$ $


13. Are there any judgments, lawsuits, bankruptcy (last 10 years), foreclosures, alimony, child support, or indirect credit obligations (guarantees or co-signing)?

Yes   No       If Yes, please describe
14. Are the borrowers U.S. Citizens?

Yes   No      If No, Visa Type:
15. Do you own 25% or more of any Corporation or Partnership, or derive 25% or more of your income from commissions?

Yes   No      If Yes, please describe


Additional Information:
NOTE: Please print a copy for your file before submitting.

 

 

 
 





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Copyright 1998-2013 San Antonio Real Estate — Ralph Castilla Company

Disclaimer: All information deemed reliable but not guaranteed and should be independently verified.