Homebuyer Workshop Financial Info Worksheet
[pic]
Lisa Brereton
Vice-President
Senior Mortgage Loan Officer
678-504-2345 office
1-866-517-8963 fax
Lisa.S.Brereton@
PREQUALIFICATION WORKSHEET
(PLEASE PRINT LEGIBLY)
Borrower: _________________________________________ DOB ___________ SS# _____________________
Telephone H: __________________________ W: __________________________ C: ______________________
Address ________________________________ City _____________________ State ________ Zip ___________
E-Mail address ____________________________________________________ Veteran? ___________________
How long current address? ___________________ Monthly rent/current housing payment $__________________
Current Employer: ___________________________________________________ Date Started_______________
Annual salary or hourly wage ____________ Other income received? ________________________ $__________
Asset balance: Checking $__________ Savings: $__________ CDs: $__________ 401K/IRA: $_______________
Previous address (if less than two years): ___________________________________________________________
Previous employer (if less than two years): _________________________________________ $_______________
Dates worked__________to____________
Co-Borrower: ______________________________________ DOB ___________ SS# _____________________
Telephone H: __________________________ W: ___________________________ C: _____________________
Address (If different for Borrower): _______________________________________________________________
Current Employer: __________________________________________________ Date Started________________
Annual salary or hourly wage _____________ Other income received? _______________________ $ __________
Previous employer (if less than two years): _________________________________________________________
Income$______________________ Dates worked_____________to _______________
Previous address (if less than two years): ___________________________________________________________
Referred By: ______________________________ Phone: __________________ Cell: _________________
Sub-Division or Bank Name: _______________________________________ Fax: _________________
Cost Center: ___________________ CAI# ____________ Social Security# _____________________________
I/We are making an inquiry to do business with Bank of America. I/We give authorization to release credit information:
Borrower: ___________________________________ Co-BorrowSignature______________________________
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Bank of America, N.A., Member FDIC, Equal Housing Lender [pic]
©2002 Bank of America Corporation
C_FAF502 C (7/02)
HBK-09-1P-08501100-FD
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