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