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100 Chesterfield Business PKWY, STE 115 Chesterfield, MO 63005

(314) 988-3212

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Home
Refinance
Loan Types
Areas Served
About
- Loan Officers
- Testimonials
Contact

Phil McHenry, Refinance Mini Application

Phil McHenry Refinance mini-application (1)

Comments

This field is for validation purposes and should be left unchanged.

Name borrower 1 as you'd like it on the paperwork:(Required)

Nickname:

Marital Status(Required)

Name borrower 2 as you'd like it on the paperwork:

Nickname:

Marital Status

Home Phone:

Cell Phone 1:(Required)

Cell Phone 2:

2+ year living history – address(es):

Address(Required)

Street Address City State ZIP Code

Address

Street Address City State ZIP Code

Address

Street Address City State ZIP Code

What is the client’s main goal in obtaining this loan? Any secondary goal?

Choose at least one(Required)

Lower Rate

Lower Payments

Shorter term

Cash back

Consolidate debt

2+ year work history

Borrower 1:

Name of current company:(Required)

Position:(Required)

Date hired:(Required)

How paid (hourly, salary, commission):(Required)

Rate of pay (hourly*/weekly/monthly/annually):(Required)

Per(Required)

What type of income(s) do you have? (check all that apply)(Required)

W-2

1099

Self-employed

SSI/disability

VA retirement

VA disability

Rental income/investment income

Other

Average number of hours worked per week(Required)

Name of previous/2nd company:

Position:

Dates worked from and to:

How paid (hourly, salary, commission):

Rate of pay (hourly*/weekly/monthly/annually):

Per

What type of income(s) do you have? (check all that apply)(Required)

W-2

1099

Self-employed

SSI/disability

VA retirement

VA disability

Rental income/investment income

Other

Average number of hours worked per week(Required)

Borrower 2:

Name of current company:

Position:

Date hired:

How paid (hourly, salary, commission):

Rate of pay (hourly*/weekly/monthly/annually):

Per

What type of income(s) do you have? (check all that apply)(Required)

W-2

1099

Self-employed

SSI/disability

VA retirement

VA disability

Rental income/investment income

Other

Average number of hours worked per week(Required)

Name of previous/2nd company:

Position:

Dates worked from and to:

How paid (hourly, salary, commission):

Rate of pay (hourly*/weekly/monthly/annually):

Per

What type of income(s) do you have? (check all that apply)(Required)

W-2

1099

Self-employed

SSI/disability

VA retirement

VA disability

Rental income/investment income

Other

Average number of hours worked per week(Required)

Misc Information

What is the value of the home?

Where do you get that number?

1st mtg Balance:

Rate:

Term:

Payment:

2nd mtg Balance:

Rate:

Term:

Payment:

Taxes:

Insurance:

PMI:

Credit score(s), if known

Borrower 1:

Experian

Transunion

Equifax

Borrower 2:

Experian

Transunion

Equifax

Any credit issues we should know about:

Is any borrower or spouse a veteran:(Required)

How did you hear about us?(Required)

Any other information that will be helpful:

Permission to pull credit:(Required)

Yes

No

Date of Birth borrower 1:(Required)

MM slash DD slash YYYY

Soc Sec number borrower 1:(Required)

Date of Birth borrower 2:

MM slash DD slash YYYY

Soc Sec number borrower 2: