First Name: - Carlson Mortgage



Information for the 1st borrower:

First Name:

Last Name:

Social Security Number:

Date of Birth:

Home phone:

Cell phone:

Email address:

Citizenship status or visa type (if applicable):

Married/Divorced/Single:

Number of children and his/her/their age(s):

Address

Current Address (number and street):

City:

State:

Zip Code:

How long have you lived there (X years, X months):

Own or renting:

If own – name of your current mortgage lender:

If rent – what is your current monthly rent:

NOTE: If you resided at your current address for less than 2 years, please provide the same information for the previous address in the section below. We need 2 years worth of information.

Previous Address (if applicable):

Address (number and street):

City:

State:

Zip Code:

How long have you lived there (X years, X months):

Owned or rented:

Employment

Name of Employer:

Full address of Employer:

Phone of Employer:

Position:

Salary (yearly or hourly - if hourly, need the # of hours worked per week):

Start Date:

Are you self-employed or a W2 employee?:

NOTE: If you’ve been employed at your current job for less than 2 years, please provide the same information for the previous employers. We need 2 years of employment information.

Previous Employment (if applicable):

Name of Employer:

Address of Employer:

Phone of Employer:

Position:

Salary (yearly or hourly - if hourly, need the # of hours worked per week):

Start date and end date:

Were you self-employed or a W2 employee?:

Assets - (no need to provide account numbers):

Average balance in a checking account in the last 2 months and the name of the bank:

Average balance in a savings account in the last 2 months and the name of the bank:

401K account balance and the name of the bank (if applicable):

IRA account balance and the name of the bank (if applicable):

Trading account balance and the name of the bank (if applicable):

Purchasing property - information (please fill out what is known at this point):

Type of property (house, condo, duplex):

Address of the property (only if known):

Purchase Price:

Down payment amount (3.5%-40%):

Loan of interest (30 year fixed, 15 year fixed, or 5-7 year ARMs):

IF KNOWN:

Yearly real estate taxes for the property:

Monthly condo fee (if the property is a condo):

Estimated yearly hazard insurance quote (if the property is a house):

Name and a phone number of your realtor (if applicable):

Estimated closing date (if known):

Do you own any other properties (including the one where you currently reside and any rental properties)? How many total properties do you own?

Please list addresses, current market values, and outstanding loan amounts

For all the properties that you already own (primary residence and any investment properties):

INCLUDE YOUR CURRENT HOME, IF YOU OWN IT:

Property1 address:

Property1 year acquired and sales price paid:

Property1 current market value:

Property1 outstanding loan amount:

Property1 lender’s bank name:

Property1 rental income (if any):

Property1 monthly tax and insurance expenses:

Are taxes and insurances included with your monthly mortgage payment:

Property2 address:

Property2 year acquired and sales price paid:

Property2 current market value:

Property2 outstanding loan amount:

Property2 lender’s bank name:

Property2 rental income (if any):

Property2 monthly tax and insurance expenses:

Are taxes and insurances included with your monthly mortgage payment:

Property3 address:

Property3 year acquired and sales price paid:

Property3 current market value:

Property3 outstanding loan amount:

Property3 lender’s bank name:

Property3 rental income (if any):

Property3 monthly tax and insurance expenses:

Are taxes and insurances included with your monthly mortgage payment:

(continue in the same manner if there are more properties)

*******************************************************

* If there is a 2nd borrower, he or she needs to fill out info below: *

*******************************************************

Information for the co-borrower:

First Name:

Last Name:

Social Security Number:

Date of Birth:

Home phone:

Cell phone:

Email address:

Citizenship status or visa type (if applicable):

Married/Divorced/Single:

Number of children and his/her/their age(s):

Address

Current Address (number and street):

City:

State:

Zip Code:

How long have you lived there (X years, X months):

Own or renting:

If own – name of your current mortgage lender:

If rent – what is your current monthly rent:

NOTE: If you resided at your current address for less than 2 years, please provide the same information for the previous address in the section below. We need 2 years worth of information.

Previous Address (if applicable):

Address (number and street):

City:

State:

Zip Code:

How long have you lived there (X years, X months):

Owned or rented:

Employment

Name of Employer:

Full address of Employer:

Phone of Employer:

Position:

Salary (yearly or hourly - if hourly, need the # of hours worked per week):

Start Date:

Are you self-employed or a W2 employee?:

NOTE: If you’ve been employed at your current job for less than 2 years, please provide the same information for the previous employers. We need 2 years of employment information.

Previous Employment (if applicable):

Name of Employer:

Address of Employer:

Phone of Employer:

Position:

Salary (yearly or hourly - if hourly, need the # of hours worked per week):

Start date and end date:

Were you self-employed or a W2 employee?:

Assets - (no need to provide account numbers):

Average balance in a checking account in the last 2 months and the name of the bank:

Average balance in a savings account in the last 2 months and the name of the bank:

401K account balance and the name of the bank (if applicable):

IRA account balance and the name of the bank (if applicable):

Trading account balance and the name of the bank (if applicable):

Purchasing property - information (please fill out what is known at this point):

Type of property (house, condo, duplex):

Address of the property (only if known):

Purchase Price:

Down payment amount (3.5%-40%):

Loan of interest (30 year fixed, 15 year fixed, or 5-7 year ARMs):

IF KNOWN:

Yearly real estate taxes for the property:

Monthly condo fee (if the property is a condo):

Estimated yearly hazard insurance quote (if the property is a house):

Name and a phone number of your realtor (if applicable):

Estimated closing date (if known):

Do you own any other properties (including the one where you currently reside and any rental properties)? How many total properties do you own?

Please list addresses, current market values, and outstanding loan amounts

For all the properties that you already own (primary residence and any investment properties):

INCLUDE YOUR CURRENT HOME, IF YOU OWN IT:

Property1 address:

Property1 year acquired and sales price paid:

Property1 current market value:

Property1 outstanding loan amount:

Property1 lender’s bank name:

Property1 rental income (if any):

Property1 monthly tax and insurance expenses:

Are taxes and insurances included with your monthly mortgage payment:

Property2 address:

Property2 year acquired and sales price paid:

Property2 current market value:

Property2 outstanding loan amount:

Property2 lender’s bank name:

Property2 rental income (if any):

Property2 monthly tax and insurance expenses:

Are taxes and insurances included with your monthly mortgage payment:

Property3 address:

Property3 year acquired and sales price paid:

Property3 current market value:

Property3 outstanding loan amount:

Property3 lender’s bank name:

Property3 rental income (if any):

Property3 monthly tax and insurance expenses:

Are taxes and insurances included with your monthly mortgage payment:

(continue in the same manner if there are more properties)

*******************************************************

* If there is a 3rd borrower, he or she needs to fill out info below: *

*******************************************************

Information for the co-borrower:

First Name:

Last Name:

Social Security Number:

Date of Birth:

Home phone:

Cell phone:

Email address:

Citizenship status or visa type (if applicable):

Married/Divorced/Single:

Number of children and his/her/their age(s):

Address

Current Address (number and street):

City:

State:

Zip Code:

How long have you lived there (X years, X months):

Own or renting:

If own – name of your current mortgage lender:

If rent – what is your current monthly rent:

NOTE: If you resided at your current address for less than 2 years, please provide the same information for the previous address in the section below. We need 2 years worth of information.

Previous Address (if applicable):

Address (number and street):

City:

State:

Zip Code:

How long have you lived there (X years, X months):

Owned or rented:

Employment

Name of Employer:

Full address of Employer:

Phone of Employer:

Position:

Salary (yearly or hourly - if hourly, need the # of hours worked per week):

Start Date:

Are you self-employed or a W2 employee?:

NOTE: If you’ve been employed at your current job for less than 2 years, please provide the same information for the previous employers. We need 2 years of employment information.

Previous Employment (if applicable):

Name of Employer:

Address of Employer:

Phone of Employer:

Position:

Salary (yearly or hourly - if hourly, need the # of hours worked per week):

Start date and end date:

Were you self-employed or a W2 employee?:

Assets - (no need to provide account numbers):

Average balance in a checking account in the last 2 months and the name of the bank:

Average balance in a savings account in the last 2 months and the name of the bank:

401K account balance and the name of the bank (if applicable):

IRA account balance and the name of the bank (if applicable):

Trading account balance and the name of the bank (if applicable):

Purchasing property - information (please fill out what is known at this point):

Type of property (house, condo, duplex):

Address of the property (only if known):

Purchase Price:

Down payment amount (3.5%-40%):

Loan of interest (30 year fixed, 15 year fixed, or 5-7 year ARMs):

IF KNOWN:

Yearly real estate taxes for the property:

Monthly condo fee (if the property is a condo):

Estimated yearly hazard insurance quote (if the property is a house):

Name and a phone number of your realtor (if applicable):

Estimated closing date (if known):

Do you own any other properties (including the one where you currently reside and any rental properties)? How many total properties do you own?

Please list addresses, current market values, and outstanding loan amounts

For all the properties that you already own (primary residence and any investment properties):

INCLUDE YOUR CURRENT HOME, IF YOU OWN IT:

Property1 address:

Property1 year acquired and sales price paid:

Property1 current market value:

Property1 outstanding loan amount:

Property1 lender’s bank name:

Property1 rental income (if any):

Property1 monthly tax and insurance expenses:

Are taxes and insurances included with your monthly mortgage payment:

Property2 address:

Property2 year acquired and sales price paid:

Property2 current market value:

Property2 outstanding loan amount:

Property2 lender’s bank name:

Property2 rental income (if any):

Property2 monthly tax and insurance expenses:

Are taxes and insurances included with your monthly mortgage payment:

Property3 address:

Property3 year acquired and sales price paid:

Property3 current market value:

Property3 outstanding loan amount:

Property3 lender’s bank name:

Property3 rental income (if any):

Property3 monthly tax and insurance expenses:

Are taxes and insurances included with your monthly mortgage payment:

(continue in the same manner if there are more properties)

*******************************************************

* If there is a 4th borrower, he or she needs to fill out info below: *

*******************************************************

Information for the co-borrower:

First Name:

Last Name:

Social Security Number:

Date of Birth:

Home phone:

Cell phone:

Email address:

Citizenship status or visa type (if applicable):

Married/Divorced/Single:

Number of children and his/her/their age(s):

Address

Current Address (number and street):

City:

State:

Zip Code:

How long have you lived there (X years, X months):

Own or renting:

If own – name of your current mortgage lender:

If rent – what is your current monthly rent:

NOTE: If you resided at your current address for less than 2 years, please provide the same information for the previous address in the section below. We need 2 years worth of information.

Previous Address (if applicable):

Address (number and street):

City:

State:

Zip Code:

How long have you lived there (X years, X months):

Owned or rented:

Employment

Name of Employer:

Full address of Employer:

Phone of Employer:

Position:

Salary (yearly or hourly - if hourly, need the # of hours worked per week):

Start Date:

Are you self-employed or a W2 employee?:

NOTE: If you’ve been employed at your current job for less than 2 years, please provide the same information for the previous employers. We need 2 years of employment information.

Previous Employment (if applicable):

Name of Employer:

Address of Employer:

Phone of Employer:

Position:

Salary (yearly or hourly - if hourly, need the # of hours worked per week):

Start date and end date:

Were you self-employed or a W2 employee?:

Assets - (no need to provide account numbers):

Average balance in a checking account in the last 2 months and the name of the bank:

Average balance in a savings account in the last 2 months and the name of the bank:

401K account balance and the name of the bank (if applicable):

IRA account balance and the name of the bank (if applicable):

Trading account balance and the name of the bank (if applicable):

Purchasing property - information (please fill out what is known at this point):

Type of property (house, condo, duplex):

Address of the property (only if known):

Purchase Price:

Down payment amount (3.5%-40%):

Loan of interest (30 year fixed, 15 year fixed, or 5-7 year ARMs):

IF KNOWN:

Yearly real estate taxes for the property:

Monthly condo fee (if the property is a condo):

Estimated yearly hazard insurance quote (if the property is a house):

Name and a phone number of your realtor (if applicable):

Estimated closing date (if known):

Do you own any other properties (including the one where you currently reside and any rental properties)? How many total properties do you own?

Please list addresses, current market values, and outstanding loan amounts

For all the properties that you already own (primary residence and any investment properties):

INCLUDE YOUR CURRENT HOME, IF YOU OWN IT:

Property1 address:

Property1 year acquired and sales price paid:

Property1 current market value:

Property1 outstanding loan amount:

Property1 lender’s bank name:

Property1 rental income (if any):

Property1 monthly tax and insurance expenses:

Are taxes and insurances included with your monthly mortgage payment:

Property2 address:

Property2 year acquired and sales price paid:

Property2 current market value:

Property2 outstanding loan amount:

Property2 lender’s bank name:

Property2 rental income (if any):

Property2 monthly tax and insurance expenses:

Are taxes and insurances included with your monthly mortgage payment:

Property3 address:

Property3 year acquired and sales price paid:

Property3 current market value:

Property3 outstanding loan amount:

Property3 lender’s bank name:

Property3 rental income (if any):

Property3 monthly tax and insurance expenses:

Are taxes and insurances included with your monthly mortgage payment:

(continue in the same manner if there are more properties)

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