Type of Mortgage and Terms of Loan
Amount Desired
Desired Rate:
Loan Length
Amortization Type:
Fixed Rate
GPI
ARM
Other
Property Information and Purpose of Loan
Subject Property Address
# of Units
Legal Description of Property
Year Built
Purpose of the Loan
Purchase
Refinance
Construction
Construction-Permanent
Other
Property will be:
Primary Residence
Secondary Residence
Investment
Complete this line if construction or construction permanent
Year Lot Acquired
Original Cost
Amount Existing Liens
(a)Present Value of Lot
(b)Cost of Improvements
Total(a+b)
Complete this line if refinancing
Year Acquired
Original Cost
Amount Existing Liens
Purpose of Refinance
Cost of Improvements
Made
To Be Made
Title will be held in what name(s)
Estate will be held in:
Fee Simple
Leasehold
Source of Down Payment, Settlement Charges and/or Subordinate Financing
Information
Borrower's Name(include Jr., Sr., etc)
Co-Borrower's Name(include Jr., Sr, etc.)
Social Sec. #
Home Phone
Age
Yr School
Social Sec. #
Home Phone
Age
Yr School
Married
Separated
Unmarried
Dependents' Ages (not listed by co-borrower)
Married
Separated
Unmarried
Dependents' Ages (not listed by borrower)
Current Address(street, city , state, zip)
Rent
Own
# of Years
Current Address(street, city , state, zip)
Rent
Own
# of Years
If residing at present address for less then 2 years, complete the following
Former Address (street, city , state, zip)
Rent
Own
# of Years
Former Address (street, city , state, zip)
Rent
Own
# of Years
Borrower
Co-Borrower
Name of Employer
Address of Employer
Name of Employer
Address of Employer
Self Employed
Self Employed
Yrs. at Job:
Years in Profession:
Yrs. at Job:
Years in Profession:
Position/Title/Type of Business
Position/Title/Type of Business
Please submit this form by clicking below or you may print the form and either email as an attachment or mail to us at Post Office Box 102 Kentfield, CA 94914 Call us at 415-461-6712
email
Your email address
Date of Birth of borrowers