Loan Application
Applicant & Co-Applicant Information:
Applicant First Name
Applicant Last Name
Home Phone
Work Phone
SSN
E-Mail
Co-Applicant First Name
Co-Applicant Last Name
Home Phone
Work Phone
SSN
E-Mail
Address
City
State
Zip
Gross Income:
1.
Applicant Employer
Position
Years on Job
Years in same field
Monthly Income Amt.
$
Co-Applicant Employer
Position
Years on Job
Years in same field
Monthly Income Amt.
$
3.
Other Income Applicant
Monthly Income Amt
$
4.
Other Income Co-Applicant
$
Total Gross Monthly Income:
$
Assets
1.
Cash Deposit (Type of Account)
Amount
$
2.
$
1.
Checking and Savings Accounts
Financial Institution
Amount
$
Account Number
2.
Financial Institution
Amount
$
Account Number
1.
Stocks and Bonds (Please Describe)
Amount
$
2.
$
3.
$
1.
Life Insurance
Face Amount
$
1.
Automobile Type
Est. Value
$
2.
$
3.
$
1.
Other Assets
(Please Describe)
Amount
$
2.
$
3.
$
4.
$
Housing Expenses:
Monthly Pymt
1.
1st Mortgage
$
2.
Property Taxes
$
3.
Home Owners Insurance
$
Total Monthly Housing Expenses:
$
Monthly Debts:
Type of Liability
Account Number
Cur. Bal.
Monthly Pymt
1.
$
$
2.
$
$
3.
$
$
4.
$
$
5.
$
$
6.
$
$
7.
$
$
Type of Loan Requested:
Loan Type:
Purchase
Refinance
Cash Out Refinance
Construction Loan
Construction to Permanent Loan
Other
Residence Type:
Primary Residence
Second Home
Non-Owner/Investment
Property Type:
Single Family Residence
Condominium
Town Home
2 - 4 Units
Multi-family (Five + Units)
CO OP
Commercial-Residential
Commercial-Non Residential
Farm
Land
Mixed Use Property
Mobile
Loan Type:
30 Year Fixed
20 Year Fixed
15 Year Fixed
Adjustable Rate Mortgage
Estimated Sales Price
$
Estimated Loan Amount:
$
The best time to contact me
would be:
January
February
March
April
May
June
July
August
September
October
November
December
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
around:
1
2
3
4
5
6
7
8
9
10
11
12
:
00
15
30
45
AM
PM
by:
Email
Home Phone
Work Phone
Fax
Comments:
* "I authorize Interwest Financial Group, Inc. and/or assigns to obtain my/our credit report for the purpose of determining credit worthiness. The information that is obtained is strictly confidential. By submitting this electronically, this is to be deemed to be the equivalent of the original."
Interwest Financial Group, Inc.
1434 6th Street, Ste. 8, Santa Monica, CA 90401
Phone: 310-576-6222 Fax: 310-576-6223
© 1999 Interwest Financial Group, Inc.
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