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Loan worksheet
Arbor Financial Groupwww.arborfg.com
Patrick O'Kane
nmls #:305223dre #:01713388
cell/text: 714.757.4221 fax: 714.242.7437
[email protected] www.arborfg.com grow. protect. save.
Ryan O'Kaneprincipal
nmls #:292685dre #:01845041
direct: 714.361.1409cell/text: 310.210.3170 fax: 949.334.2806
[email protected] www.arborfg.com
David ArvidsonPrincipal
nmls #:298701dre #:01465488
Office: 888-581-3863Cell/Text: 714-403-1800Fax: 866-918-6073
[email protected] www.arborfg.com
Please be as thorough as possible. List any additional properties, employers or assets on a separate sheet of paper. If you have any questions please do not hesitate to call us…we are here to help!
Property/Loan Information
Subject Property Address: Refinance: Current Loan Balance 1st:
Current Loan Balance 2nd:
Purchase Price: Current Rate:
Down Payment %: Most Important: Low Rate or Low Payment
Personal Information
Borrower
Name:
Social Sec #
Birthdate:
Home Phone:
Cell Phone:
E-mail:
Current Address:
Rent or Own?
How Long?
If Less than 2 Yrs Prev. Address:
Married/Unmarried/Separated
Alimony/Child Support Monthly $
Dependents: How Many – How Old?
Co-Borrower
Name:
Social Sec#
Birthdate:
Home Phone:
Cell Phone:
E-mail:
Current Address:
Rent or Own?
How Long?
If Less than 2 Yrs Prev. Address:
Married/Unmarried/Separated
Alimony/Child Support Monthly $
Dependents: How Many – How Old?
Employment Information
Borrower
Employer:
Job Title:
Time on Job:
Time in Line of Work:
Work Address:
Work Phone:
Self Employed:
Base Salary Monthly:
Bonus Annual:
Co-Borrower
Employer:
Job Title:
Time on Job:
Time in Line of Work:
Work Address:
Work Phone:
Self Employed:
Base Salary Monthly:
Bonus Annual:
Loan worksheet continued...
Arbor Financial Groupwww.arborfg.com
Patrick O'Kane
nmls #:305223dre #:01713388
cell/text: 714.757.4221 fax: 714.242.7437
[email protected] www.arborfg.com grow. protect. save.
Ryan O'Kaneprincipal
nmls #:292685dre #:01845041
direct: 714.361.1409cell/text: 310.210.3170 fax: 949.334.2806
[email protected] www.arborfg.com
David ArvidsonPrincipal
nmls #:298701dre #:01465488
Office: 888-581-3863Cell/Text: 714-403-1800Fax: 866-918-6073
[email protected] www.arborfg.com
Assets
Borrower
Checking:
Savings:
Retirement:
Stocks/Bonds/Etc:
Gift:
Co-Borrower
Checking:
Savings:
Retirement:
Stocks/Bonds/Etc:
Gift:
Declarations and Disclosure
Please answer the questions below Yes/No unless otherwise specifiedAre there any judgments against you? Have you declared bankruptcy within the past 7 years?Have you foreclosed upon or given title or deed in lieu thereof in the last 7 years?Are you party to a lawsuit?Have you been obligated on any loan that resulted in foreclosure or judgment?Are you presently delinquent or in default on any federal debt or any other mortgage, financial obligation bond, or loan guarantee?Are you obligated to pay alimony, child support, or separate maintenance?Is any part of the down payment borrowed?Are you a co-maker or endorser on a note? Are you a US Citizen?Are you a permanent resident alien?Do you intend to occupy the property as your primary residence? Have you had ownership interest in a property in the last 3 years? (1) What Type of Property did you own? (P)rimary, (S)econd, (I)nvest.(2) How did you hold title to the home? (S)oley, with (SP)ouse,
App 1 App 2
Signature Authorization
Signature on this form authorizes Arbor Financial Group to obtain verification of ay information listed on this form and from a credit reporting agency.
Borrower Signature Date
Co-Borrower Signature Date
