A front view of a two-story transitional home with a two-car garage.

The following questions are just to help us gather some preliminary information about your desired mortgage before speaking with you. We’ll be asking you most of these same questions in person if this form is not filled out prior to that conversation. None of the answers are required. If you don’t know the answer, feel free to just respond to the best of your ability for now. We can always update this information later. Do not be intimated by any questions. Any answer given does not necessarily disqualify you from obtaining a mortgage. Thank you.

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This only applies if you are seeking a cash-out refinance.
The higher the term, the lower the payment, the higher the interest over time, and vice versa.
This could be a second or third mortgage on the same home.
This only includes things that show on a credit report like mortgages, installment loans (cars, boats, etc.), and credit cards.
U.S. Veteran status includes members of the National Guard and Reservists.