Pre Approval Worksheet - Keller Williams Realty

Pre-Approval Worksheet

Loan Amount Requested: $__________ Interest Rate Requested: _____% Type of Loan: ___ Fixed Rate ___ GPM ___ ARM ___ Other _____ # Months

Purpose of this loan: Purchase Refinance ? No cash out Refinance ? Cash Out Construction Commercial

Property will be: Primary Residence Secondary Home Investment Property

Type of Loan: Conventional

VA 2nd Mortgage/Line of Credit

If refinance, present mortgage balance: $__________ House Market Value $__________

Borrower Name: ____________________ SSN: ___-__-___ DOB: __________ Age: _____ Present Street Address: ____________________ City: _____________ State: ___ Zip: ______ Borrower Email Address: _____________________________ Home Phone: ___-___-____ Work Phone: ___-___-____ Cell Phone: ___-___-____

Own

Number of years at this residence: _____

Rent

How do you rate your credit: Excellent Good Fair

Explain Issues: ______________________________________

Married Separated

___________________________________________________ ___________________________________________________

Unmarried (Circle One) Single, Divorced, or Widowed

If residing less than two years:

Former Address (City, State & Zip): ________________________________________________

Own

Number of years at this residence: _____

Rent

Employment: Employer Name: ____________________ Yrs on this job: ___ Yrs employed in profession: ___

Self Employed Position/Title: ____________________ Business Phone: ___-___-____

If employed in current position less than 2 years currently or employed in multiple positions: Employer Name: ____________________ Yrs on this job: ___ Monthly Income: $__________

Self Employed Position/Title: ____________________ Business Phone: ___-___-____

Co-Borrower Name: ____________________ SSN: ___-__-___ DOB: __________ Age: _____ Present Street Address: ____________________ City: _____________ State: ___ Zip: ______ Borrower Email Address: _____________________________ Home Phone: ___-___-____ Work Phone: ___-___-____ Cell Phone: ___-___-____

Own

Number of years at this residence: _____

Rent

How do you rate your credit: Excellent Good Fair

Explain Issues: ______________________________________

Married Separated

___________________________________________________ ___________________________________________________

Unmarried (Circle One) Single, Divorced, or Widowed

If residing less than two years:

Former Address (City, State & Zip): ________________________________________________

Own

Number of years at this residence: _____

Rent

8514 Hwy 6 North ? Houston, TX 77095 ? Tel: 281-856-0808 ? Fax: 281-856-2630 A licensed Affiliate of Megamerica Mortgage Group, Inc.

Employment: Employer Name: ____________________ Yrs on this job: ___ Yrs employed in profession: ___

Self Employed Position/Title: ____________________ Business Phone: ___-___-____

If employed in current position less than 2 years currently or employed in multiple positions: Employer Name: ____________________ Yrs on this job: ___ Monthly Income: $__________

Self Employed Position/Title: ____________________ Business Phone: ___-___-____

Gross Monthly Income: Base Employment Income Overtime Bonuses Commissions Dividends/Interest Net Rental Income Other Income

Borrower: $__________ $__________ $__________ $__________ $__________ $__________ $__________

Co-Borrower: $__________ $__________ $__________ $__________ $__________ $__________ $__________

Total: $__________ $__________ $__________ $__________ $__________ $__________ $__________

Total:

$__________

$__________

$__________

Other Assets: Checking Savings Investment Accounts Retirement Life Insurance Other Misc. Accounts

Borrower: $__________ $__________ $__________ $__________ $__________ $__________

Co-Borrower: $__________ $__________ $__________ $__________ $__________ $__________

Total: $__________ $__________ $__________ $__________ $__________ $__________

Total:

$__________

$__________

$__________

Combined Monthly Housing Expenses:

Rent

$__________

First Mortgage (P&I)

$__________

Other Financing (P&I)

$__________

Hazard Insurance

$__________

Real Estate Taxes

$__________

Mortgage Insurance

$__________

Homeowner Assoc. Dues

$__________

Other

$__________

Total Monthly Housing Exp

$__________

Other Monthly Installment Payments

Company

Auto Loan

_________________ (Yr)___

Auto Loan

_________________ (Yr)___

Credit Card

________________________

Credit Card

________________________

Other

________________________

Payment $__________ $__________ $__________ $__________ $__________

Total

$__________

* Use additional paper if necessary * All information must be filled out for "Rapid" Pre-Approval (Under 12 Hours).

YES NO Run credit report(s) for Pre-Approval Process. (Must include Borrower Signature Authorization Form and Underwriting Fee of $34.00)

YES NO To the best of my knowledge all information provided is complete and truthful.

____________________ __________

Signature

Date

____________________ __________

Signature

Date

8514 Hwy 6 North ? Houston, TX 77095 ? Tel: 281-856-0808 ? Fax: 281-856-2630 A licensed Affiliate of Megamerica Mortgage Group, Inc.

Declarations

If you answer "yes" to any questions a through I, please use continuation sheet for explanations

a. Are there any outstanding judgments against you? b. Have you been declared bankrupt within the past 7 years? c. Have you had property foreclosed upon given title or deed in lieu thereof in the last 7 years d. Are you a party to a lawsuit e. Have you directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgment f. Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee? g. Are you obligated to pay alimony, child support, or separate maintenance? h. Is any part of the down payment borrowed? i. Are you a co-maker or endorser on a note? j. Are you a US Citizen? k. Are you a permanent resident alien? l. Do you intend to occupy the property as your permanent residence? m. Have you had an ownership interest in a property in the last three years?

(1) What type of property did you own - principle residence (PR), second home (SH), or investment property (IP)?

(2) How long did you hold title to the home - solely by yourself (S), jointly with your spouse (SP), or jointly with another person (O)?

Borrower

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

Co-Borrower

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

Information for Government Monitoring Purposes

Borrower Ethnicity Race

Sex

I do not wish to furnish this information Hispanic or Latino American Indian or Alaska Native Black or African American Native Hawaiian or other Pacific Islander Female

Not Hispanic or Latino Asian White

Co-Borrower

Male

I do not wish to furnish this information

Hispanic or Latino

Not Hispanic or Latino

American Indian or Alaska Native

Asian

Black or African American

White

Native Hawaiian or other Pacific Islander

Female

Male

8514 Hwy 6 North ? Houston, TX 77095 ? Tel: 281-856-0808 ? Fax: 281-856-2630 A licensed Affiliate of Megamerica Mortgage Group, Inc.

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