Pre Approval Application
Borrowers First Name:
Borrowers Last Name:
Do you have a co-borrwer?
Co-borrowers Last Name:
Co-borrowers First Name:
Co-borrower Email:
Borrowers Email:
Do you intend to apply for joint credit?
Purpose of the loan:
What is the Source of the Downpayment?:
Manner in which Title will be held:
The Title will be held in what name(s)?:
Loan Amount:
Year Built:
Property Usage:
Number of Units:
Purchase Price:
Loan Information
Personal Information
Marital Status:
Date of Birth:
Social Security Number:
Number of Dependents:
Dependent Age(s)
Separate ages by commas
Driver's License State & Number:
Home Phone Number:
Cell Phone Number:
Street Address:
How long have you lived at this address?:
Zip Code:
State Address:
City:
Years
Months
Do you Rent or Own this property?:
Co-Borrower Personal Information
Marital Status:
Date of Birth:
Social Security Number:
Number of Dependents:
Dependent Age(s)
Separate ages by commas
Driver's License State & Number:
Home Phone Number:
Cell Phone Number:
Street Address:
City:
State
Zip Code:
How long have you lived at this address?:
Years
Months
Do you Rent or Own this property?:
Employment Information
Please enter your employment information for the past two (2) years.
Employment One
Employment Four
Employment Three
Employment Two
Current Employment:
Employer Name:
Employer Address:
Self Employed?:
Title/Position:
Business Type:
Work Phone:
Zip:
State:
City:
Dates Employed From & To:
(mm/dd/yyyy)
Monthly Commission:
Monthly Overtime:
Monthly Base Income:
Previous Employment:
Employer Name:
Employer Address:
City:
State:
Zip:
Work Phone:
Business Type:
Title/Position:
Self Employed?:
Dates Employed From & To:
(mm/dd/yyyy)
Monthly Base Income:
Monthly Overtime:
Monthly Commission:
Previous Employment:
Employer Name:
Employer Address:
City:
State:
Zip:
Work Phone:
Business Type:
Title/Position:
Self Employed?:
Dates Employed From & To:
Monthly Base Income:
Monthly Overtime:
Monthly Commission:
(mm/dd/yyyy)
Employer Name:
Employer Address:
City:
State:
Zip:
Work Phone:
Business Type:
Title/Position:
Self Employed?:
(mm/dd/yyyy)
Dates Employed From & To:
Monthly Base Income:
Monthly Overtime:
Monthly Commission:
Previous Employment:
Assets
Please provide information about your assets. These include Checking, Savings, Money Markets and Mutual Funds Accounts.
Account/Asset Type:
Account/Asset Type:
Account/Asset Type:
Owned By:
Cash Value:
Owned By:
Cash Value:
Cash Value:
Owned By:
Account/Asset Type:
Owned By:
Cash Value:
Liabilities
Monthly Housing Expenses
Current Residence
What kind of housing expenses do you have?
Amount of Monthly Payment:
Real Estate Details
Property Address:
Monthly Expenses:
Property Owned By:
Zip:
Property Usage:
Type of Property:
Market Value:
Status:
Monthly Rental Income:
State:
City:
Real Estate Loan Details
Liability Type:
Personal Liabilities
Months Left to Pay:
Monthly Payments:
Balance:
Alimony Payments:
Job Related Expenses:
Child Support Payments:
Declarations
Borrower
Co-borrower
Are there any outstanding judgements against you?
Have you declared bankruptcy within the past 7 years?
Have you had an ownership interest in a property in the last three years?
Do you intend to occupy the property as your primary residence?
Are you a permanent resident alien?
Are you a U.S Citizen?
Are you a co-signer or endorser on a note?
Is any part of the downpayment borrowed?
Are you obigated to pay alimony,child support or separate maintenace?
Are you presently delinquent or in default on any Federal debt or any other loans?
Have you been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgement?
Are you party to a lawsuit?
Have you had property foreclosed upon in the past 7 years?
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We take our clients' financial privacy very seriously. During the course of processing your application, we accumulate non-public personal financial information from you and from other sources about your income, your assets, and your credit history in order to allow a lender to make an informed decision about granting you credit. We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information. We collect nonpublic information about you from the following sources: (i) information we receive from you on applications or other forms; (ii) information about your transactions with us, our affiliates, or others; and (iii) information we receive from a consumer reporting agency. We do not disclose any nonpublic information about our customers or former customers to any third party, except as permitted by law.
I have read, understand and agree to the Privacy Policy.
Yes
No
Yes
No
Purchase
New Construction
No Cash Refinance
Cash Refinance
Primary Residence
Second Home
Investment Property
Community Property
Joint Tenants
Single Man
Single Woman
Married Man
Married Woman
Tenants in Common
To be Decided in Escrow
Unmarried Man
Unmarried Woman
Other
Savings
Sale of Property
Gift
401K Retirement Plan
Other
Married
Unmarried
Seperated
Rent
Own
Married
Unmarried
Seperated
Rent
Own
Yes
No
Checking
Savings
Retirement Funds
Mutual Funds
Other
Borrower
Co-Borrower
Both
Checking
Savings
Retirement Funds
Mutual Funds
Other
Borrower
Co-Borrower
Both
Checking
Savings
Retirement Funds
Mutual Funds
Other
Borrower
Co-Borrower
Both
Checking
Savings
Retirement Funds
Mutual Funds
Other
Borrower
Co-Borrower
Both
Rent and Own
Rent
Own
Sold
Pending Sale
Rental
Primary Residence
Second Home
Investment Property
Single Family
Condominium
Townhouse
Cooperative
2 to 4 Units
Multi Family
Mobile home
Commercial
Home & Business Combined
MixedUse
Farm
Land
Borrower
Co-Borrower
Both
Mortgage
Home Equity Loan (HELOC)
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
I acknowledge that any knowingly false statement will result in an automatic disqualification for renting any of our listed properties.
I agree for Success Realty & Property Management to request my credit report to be used as criteria for qualifying for rental and/or lease options services.