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Mortgage Qualification Form

 Please print out the Mortgage Qualification Form, fill it in and fax it directly to
Roy Cleeves, Broker, Keller Williams Golden Triangle Realty, Brokerage Inc.. at (519) 741-8597.

APPLICANT:

(3 Yrs. min. Res. & Employ)

CO APPLICANT:

(3 Yrs. min. Res. & Employ)
FIRST NAME: FIRST NAME:
LAST NAME: LAST NAME:
PHONE: (RES.) PHONE: RES.)
PHONE: OFFICE) PHONE: (OFFICE)
PRE. ADDRESS: PRE. ADDRESS:
SOCIAL INSURANCE: SOCIAL INSURANCE:
MARITAL STATUS: Married/Div/Sep/Single MARITAL STATUS: Married/Div/Sep/Single
PRESENT EMPLOYER: PRESENT EMPLOYER:
HOW LONG POSITION Yearly Income HOW LONG POSITION Yearly Income
$
$
PRE. EMPLOYMENT: PRE. EMPLOYMENT:
HOW LONG POSITION Yearly Income HOW LONG POSITION Yearly Income
$
$
BANK NAME BANK NAME
LOCATION LOCATION
LAWYER'S NAME: LAWYER'S NAME:
ADDRESS: ADDRESS:

 
Assets Amount Liabilities Lender Mthly Pay't Balance To Be Paid
CASH IN BANK   $ CREDIT CARD   $ $
RRSP   $ CREDIT CARD   $ $
INVESTMENTS   $ CREDIT CARD   $ $
OHOSP   $ LOAN   $ $
GIFT   $ LOAN   $ $
VEHICLE   $ LOAN   $ $
RESIDENCE   $ MORTGAGE   $ $
OTHER R.E.   $ MORTGAGE   $ $
OTHER ASSETS   $ SUPPORT   $ $
RESIDENCE   $ MORTGAGE   $ $
OTHERS   $ CURRENT RENT   $ $

 
APPLICANT/CO APPLICANT DECLARATIONS
I AM CURRENTLY CO-SIGNED ON ANOTHER LOAN: YES NO
I CURRENTLY GUARANTEE A BUSINESS LOAN: YES NO
I HAVE DECLARED BANKRUPTCY IN THE PAST 7 YEARS: YES NO
REASON FOR BANKRUPTCY:

DATE DECLARED BANKRUPTCY: (M/D/Y)
DATE DISCHARGED: (M/D/Y)
AMOUNT OF BANKRUPTCY:  
MORTGAGE INVOLVED IN BANKRUPTCY AND NAME OF LENDER:

I/we hereby certify that the information given in my/our application is complete and correct and is given for the purpose of obtaining the mortgage loan and/or financial services applied for.
I/we authorize the receipt and exchange of information about me/us with your affiliates from time to time as you deem appropriate and to the sharing or exchange of reports and information with the credit reporting agencies, credit bureaus, mortgage insurers, and/or any other person, corporation, firm or enterprise with whom I/we have or propose to have a financial relationship.

 

Applicant Date Co-applicant Date

BUSINESS FOR SELF APPLICANTS

PREFERRED DOCUMENTATION BEFORE MORTGAGE IS PROCESSED:
PAST 3 YEARS FINANCIAL STATEMENTS
PAST 3 YEARS PERSONAL TAX ASSESSMENTS
NAME OF ACCOUNTANT AND PHONE NUMBER
NAME OF BANK

 

OTHER DOCUMENTS REQUIRED

WHEN WILL WE RECEIVE

 

  DAY MONTH
INCOME VERIFICATION:    
INCOME LETTERS    
3 YRS T4 HOURLY EMPLOYEE OR PART TIME    
PAY STUBS    
   

 
Roy Cleeves, Broker

Keller Williams Golden Triangle Realty, Brokerage Independently Owned and Operated
Office: 519-570-4447 Direct: 519-772-3759