Mortgage Loan Questionnaire

To make it easy to apply, this questionnaire asks you the information needed on the application.

Please complete this questionnaire in its entirety. Once completed please sign the Questionnaire and return it to InterBanc Mortgage Services with the signed Loan Application Form (including the completed Section X), the Authorization Form and the items on the Document Checklist.

If you have an e-mail address, please provide it. _____________________

How much of a down payment will you be making? ___________________

What is the address of the property you are purchasing?

____________________________________________________________

____________________________________________________________

What is your name? (Include Jr. or Sr. if applicable.)

_________________________

Do you have a social security number?

If yes, provide number _________________

What is your home telephone number? ________________

Home Fax?_____________

What is your age? __________

Are you married, unmarried or separated?____________

Do you have any dependents?_______

If yes, what are their ages?_______________

What is your present address?

_____________________________________

_____________________________________

Do you rent or own? _______________

How long have you been residing here? ________

What is your monthly payment? ___________________________

If you own, what is the value of your home?___________

Will it be sold or rented?______

If residing at present address for less than two years, what was your former address?

_______________________________________________________

_______________________________________________________

Did you rent or own your former address?______________

For how long?____________

What is the name and address of your current employer?

______________________________________________________

______________________________________________________

______________________________________________________

What is your position/type of business?__________________________________

How many years have you been on your job?_____________________________

What is your business telephone number?________________

Business fax?____________

What is your monthly income from your employer? ___________________

If you have been employed in current position for less than two years or if currently employed in more than one position, provide the name and address of employer.

______________________________________________________________

_______________________________________________________________

What dates were you employed?______________

What was your monthly income?______

What was your position/type of business? _________________

Telephone number?______

Do you have income from other sources? ________

If yes, please describe the source and what is the monthly amount?

_________________________________________________

If you are applying with another person, please complete the following for the co-borrower:

What is your name? (Include Jr. or Sr. if applicable.) __________________________

Do you have a social security number? If yes, provide number ___________________

What is your home telephone number? ___________________

Home Fax?_____________

What is your age? __________

Are you married, unmarried or separated?_____________

Do you have any dependents? _________

If yes, what are their ages? ______________

What is your present address? _________________________________

_________________________________________________________

Do you rent or own?_____________

How long have you been residing here? ________

What is your monthly payment? _________________________________

If you own, what is the value of your home?___________

Will it be sold or rented?______

If residing at present address for less than two years, what was your former address?

_______________________________________________________________

Did you rent or own your former address?____________

For how long? ____________

What is the name and address of your current employer?

_______________________________________________________________

_______________________________________________________________

What is your position/type of business? ____________________________________

How many years have you been on your job? _______________________________

What is your business telephone number? _____________

Business fax?____________

What is your monthly income from your employer? ____________________________

If you have been employed in current position for less than two years or if currently employed in more than one position, provide the name and address of employer.

________________________________________________________________________

What dates were you employed? ____________

What was your monthly income?___________

What was your position/type of business? ________________

Telephone number?______

Do you have income from other sources? ________

If yes, please describe the source and what is the monthly amount?
_________________________________________________

Please list your checking, savings or other accounts where your assets may be verified:

Name:____________________________________________________________

Address: __________________________________________________________

Acct # _______________________ Fax Number: _______________

Name: ___________________________________________________________

Address: _________________________________________________________

Acct # _______________________ Fax Number:________________

Name: ____________________________________________________________

Address: __________________________________________________________

Acct # _______________________ Fax Number: ________________

Name:____________________________________________________________

Address: __________________________________________________________

Acct # ______________________ Fax Number:________________

Please list any auto loans, installment loans, mortgage loans, revolving charge accounts, alimony, child support, etc. with outstanding balances:

Name of creditor: _______________________________________________

Address: __________________________ Balance ____________________

Acct Number _____________________ Monthly Payment _______________

Name of creditor: ________________________________________________

Address: ___________________________ Balance ____________________

Acct Number ______________________ Monthly Payment _______________

Name of creditor: ________________________________________________

Address: _________________________________ Balance ________________

Acct Number _____________________ Monthly Payment _________________

Name of creditor: _________________________________________________

Address: ____________________________ Balance ____________________

Acct Number _______________________ Monthly Payment _______________

Name of creditor: ________________________________________________

Address: ____________________________ Balance ____________________

Acct Number _____________________ Monthly Payment _________________

Name of creditor: _________________________________________________

Address: ___________________________ Balance ___________________

Acct Number _____________________ Monthly Payment _________________

Do you own other real estate? __________

If yes, please answer the following questions.

Property Address: ________________________

Type of Property __________________

Present Value ____________

Amount of Mortgages __________ Payment ___________

Gross Rental Income ______________

Taxes, Insurance, Maintenance, etc. ____________

Property Address: ____________________________________

Type of Property _________________

Present Value ___________

Amount of Mortgages ___________ Payment ___________

Gross Rental Income ______________

Taxes, Insurance, Maintenance, etc. ___________

Property Address:_____________________________________

Type of Property _____________

Present Value ___________

Amount of Mortgages ____________ Payment ___________

Gross Rental Income ______________

Taxes, Insurance, Maintenance, etc. __________

Property Address: ____________________________________

Type of Property _______________

Present Value ____________

Amount of Mortgages __________ Payment ___________

Gross Rental Income _______________

Taxes, Insurance, Maintenance, etc ____________

Please answer the following questions for all borrowers:

Are there any outstanding
judgments against you?
Borrower ____ Co-Borrower ____
Have you been declared bankrupt
within the past 7 years?
Borrower ____ Co-Borrower ____
Have you had property foreclosed upon or given title or deed in lieu thereof in the past 7 years?
Borrower ____ Co-Borrower ____
Are you a party to a lawsuit?
Borrower ____ Co-Borrower ____
Have you directly or indirectly been obligated on any loan which resulted in foreclosure or judgment, including such loans as home mortgage loans, SBA loans, home improvement or education loans?
Borrower ____ Co-Borrower ____
Are you obligated to pay alimony or child support?
Borrower ____ Co-Borrower ____
Is any part of the down payment borrowed?
Borrower ____ Co-Borrower ____
Are you a co-maker or endorser on a note?
Borrower ____ Co-Borrower ____
Are you a U.S. citizen?
Borrower ____ Co-Borrower ____
Are you a permanent resident alien?
Borrower ____ Co-Borrower ____
Do you intend to occupy the property as your primary residence?
Borrower ____ Co-Borrower ____
If yes, complete the following question:
Have you had an ownership interest in property in the past 3 years?
Borrower ____ Co-Borrower ____
If yes, what type of property did you own- principal residence, second home or investment?
Borrower ____ Co-Borrower ____
How did you hold title to the home-by yourself, with your spouse or jointly with another person?
Borrower ____ Co-Borrower ____

 

______________________________ ______________________________
Borrower's Signature Date
   
______________________________ ______________________________
Co-Borrower's Signature Date

Return this questionnaire to:
InterBanc Mortgage Services
237 Lookout Place - Second Floor
Maitland, FL 32751 USA

1. Signed Loan Application Form (including the completed Section X)
2. Authorization Form

3. Items on the Document Checklist

Open and print: Loan Application Form

Open and print Domestic Authorization Form or  International Authorization Form

Open and print Checklist

Return to Print Instructions