Direct: 919.610.7410
Fax: 919.678.1803
john@trianglehomemortgage.com
HOME
ABOUT JOHN
Professional History
On a Personal Note
THE LOAN PROCESS
Prep-list
Need to Know
Glossary of Terms
Loan Calculators
REALTORS
RELOCATION
USEFUL TRIANGLE LINKS
CONTACT
Professional Services
Retail Services



Cary, NC Weather
Prep-List: What you will need

This is a comprehensive list of the information you will need at hand when completing the Home Mortgage Online Application. Keep in mind that you will need this information for the borrower and the co-borrower, if applicable.
 
Residence
 
Employment
 
Supply this information for the past two years:
 
  • Address, City, State, Zip
  • Number of years
  • Supply this information for the past two years:
     
  • Employer Name, Address, Phone #
  • Position, Title, Type of Business
  • Dates of employment
  • Monthly income
  • Monthly Income
     
    Housing Expenses
     
  • Base Salary
  • Overtime
  • Bonuses
  • Commissions
  • Dividends and Interest
  • Rental Income
  • Other
  • Rent
  • First Mortgage (P&I)
  • Other Financing
  • Hazard Insurance
  • Real Estate Taxes
  • Mortgage Insurance (MI)
  • Homeowner Association Dues
  • Other
  • Assets
     
    Other Assets
     
    Company Name, Address and Acct # for:
     
  • Checking and savings accounts
  • Credit unions
  • Stocks & Bonds
  • Life insurance net cash value
  • Supply Description and Value for:
     
  • Real Estate Owned
  • Vested interest in retirement fund
  • Net worth of business(es) owned
  • Automobiles owned (make/year)
  • Personal Property
  • Liabilities
     
    Real Estate Owned
     
    Name, Address, Acct # and Balance for:
     
  • Charge accounts
  • Car loans
  • Student loans
  • Alimony/Child Support
  • Separate Maintenance Payments
  • Job Related Expense
    (child care, union dues, etc.)

     
  • Lender Name, Acct #, and:
     
  • Type of Property
  • Present Market Value
  • Loan Balances
  • Gross Rental Income
  • Monthly Payment
  • Insurance, Maintenance, Taxes

     
  • John Williamson, Mortgage Consultant - TriangleHomeMortgage.com © 2008
    Direct: 919.610.7410  |  Fax: 919.678.1803
    john@trianglehomemortgage.com