-Q UICK S TART Personal Information
Personal Information
Name: ________________________________
Name: ________________________________
Social Security #: ______-_____-_______
Social Security #: ______-_____-_______
Street Address: __________________________
Street Address: __________________________
City, State, Zip: _________________________ Own: Rent: Years at Address: _____
City, State, Zip: _________________________ Own: Rent: Years at Address: _____
Home phone: (_____) ______-________
Home phone: (_____) ______-________
Cell: (_____) ______-________
Cell: (_____) ______-________
Email: ______________________________ Marital Status: Mrrd Unmrrd Sngl Date of Birth: ____/____/_______ Employment History
Email: ______________________________ Marital Status: Mrrd Unmrrd Sngl Date of Birth: ____/____/_______ Employment History
Employer: _____________________________
Employer: _____________________________
Wk Addr.: _____________________________
Wk Addr.: _____________________________
City, State, Zip: _________________________
City, State, Zip: _________________________
Work Ph#: (_____) ______-________
Work Ph#: (_____) ______-________
Position: ___________________ Yrs On Job: ___
Position: ___________________ Yrs On Job: ___
Monthly Gross Income: $___________
Monthly Gross Income: $___________
Prev Employer:_______________Yrs On job: __
Prev Employer:_______________Yrs On job: __
Self Employed: Yes No If yes, how long? _____
Self Employed: Yes No If yes, how long? _____
6. Is this purchase for: Your Primary Residence, a Second Home, or an Investment/Rental? 1. Are you currently delinquent on any debt? Y N 7. What do you want to buy? Single Family Home, 2. Bankruptcy or foreclosure in the last 7 years? Y N Condo/Townhome, Duplex, 3-4 units, Other:______ 3. Any outstanding judgments/liens against you? Y N 8. How would you rate your credit? Good Fair Bad 4. Alimony, child support, etc. obligations? Y N 5. Are you a US Citizen? Y N Other: ____________ 9. Estimate your current assets: Savings/Investments: $_____________ Retirement: $______________ How much do you owe? __________ Purchasing? 1. What is your preferred down payment? ___________ 6. If you own a home, what is your payment $________ Does that include taxes & insurance? Y N 2. Do you have a desired payment in mind? __________ 3. Do you want taxes & insurance in your payment? Y N 7. If renting, how much is your current rent? ________ If renting, do you pay your rent to a: Private person or 4. Do you have a home price range in mind? _________ a property management company (Circle one) 5. Do you need to sell your current home to purchase this one? Y N If yes, how much is it worth? __________ 5. Currently: 30 15 Fixed ARM Other: _______ Refinancing? 1. Are you looking to get cash out of your home? Y N 6. Does your payment include taxes & insurance? Y N 2. What is your remaining loan balance? $__________ 7. Homeowner’s insurance premium? Annual $_______ 3. What is your current monthly payment? $________ 8. What’s your home’s estimated value? $___________ 9. How long do you plan on owning this home? ______ 4. What is your current Interest Rate: ____%
Please answer the following questions:
Credit Report Authorization—I/we hereby give mine/our consent to The Sullivan Group and/or California Home Loans, its successors or assign or agents, to obtain any/all information concerning employment (present & past), income, depository assets, obligations, a tri-bureau merged in file factual data credit report, and all other credit matters which may be required in connection with my/our pre-qualification for a loan. A copy of this authorization is to be accepted as an original.
_________________________ __________ _________________________ __________ Borrower's Signature Date Borrower's Signature Date Return to Casey Sullivan by fax at (559) 860-0154 or (925) 476-0417 Call (559) 970-8200 or (800) 961-6502 with any questions.
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