Loan Application

Where do you live? Your primary address & mailing address.
Address 1
Address 2
City
State
Zip
Is the mailing address the same as above?	Yes No
Mailing Address 1
Mailing Address 2
Mailing City
Mailing State
Mailing Zip
Previous Addresses Additional addresses in the last 10 years
Address 1
Address 2
City
State
Zip
From Date
To Date
Previous Addresses Additional addresses in the last 10 years
Address 1
Address 2
City
State
Zip
From Date
To Date

Where does the Co-applicant live? Co-applicant primary address and mailing address.
Same address as the primary applicant?	Yes No
Address 1
Address 2
City
State
Zip
Is the mailing address the same as above?	Yes No
Mailing Address 1
Mailing Address 2
Mailing City
Mailing State
Mailing Zip
Previous Addresses Additional addresses in the last 10 years
Address 1
Address 2
City
State
Zip
From Date
To Date
Previous Addresses Additional addresses in the last 10 years
Address 1
Address 2
City
State
Zip
From Date
To Date

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What is the purpose of this loan?

Business or Investment Use Personal or Consumer Use

Business or Investment Loan Purpose
Loan Amount
No. of Months	Length: 3-Year \| 5-Year \| Other
Loan Type	Purchase Refinance
What will you be using the funds of this loan for? Be specific.

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What property would you like a loan on?
Type of Property	Residential Commercial Land
Address 1
Address 2
City
State Only properties in CA can be accepted.
Zip
Year Aquired
Original Cost
Amount of Existing Liens
Do you know how the title will be held?	Yes No
Title will be held in what Name(s)?
Property will be:	Primary Residence Investment

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Borrower Employment Information Employment History
Name of Employer
Address of Employer
Self-Employed?
Yrs. on this job
Position/Title
Business Phone (incl. area code)
If employed in current position for less than two years or if currently employed in more than one position, add it below: Add Another Employer

Co-Borrower Employment Information Employment History
Name of Employer
Address of Employer
Self-Employed?
Yrs. on this job
Position/Title/Type of Business
Business Phone (incl. area code)
If employed in current position for less than two years or if currently employed in more than one position, add it below: Add Another Employer

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Monthly Income

Income and Combined Housing Expense Information

Gross Monthly Income	Borrower	Co-Borrower	Total	Combined Monthly Housing Expense	Present
Base Empl. Income *				Rent
Overtime				First Mortgage (P&I)
Bonuses				Other Financing (P&I)
Commissions				Hazard Insurance
Dividends/Interest				Real Estate Taxes
Net Rental Income				Mortgage Insurance
Other				Homeowner Assn. Dues
				Other
Total				Total

* Self Employed Borrower(s) may be required to provide additional documentation such as tax returns and financial statements.

Describe Other Income (Notice: Alimony, child support, or separate maintenance income need not be revealed if the Borrower (B) or Co-Borrower (C) does not choose to have it considered for repaying this loan.)	Monthly Amount

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This statement and any applicable supporting schedules may be completed jointly by both married and unmarried Co-borrowers if their assets and liabilities are sufficiently joined so that the Statement can be meaningfully and fairly presented on a combined basis; otherwise, separate Statements and Schedules are required. If the Co-Borrower section was completed about a non-applicant spouse or other person, this Statement and supporting scheduels must be completed by that spouse or other person also.

Borrower Assets

Checking & Savings Accounts

Name and Address of Bank, S&L, or Credit Union

Balance

If you need to add another account, click the button below.

Add Another Account

Stocks & Bonds (Company name/number description)

Stocks & Bonds
Face Amount:

Life insurance net cash value
Face Amount:

Subtotal Liquid Assets

Real estate owned (enter total market value)
Show Schedule of Real Estate Owned

Vested interest in retirement fund

Net worth of business(es) owned

Automobiles owned

Other Assets

Total Assets

Co-applicant Assets

Cash deposit toward purchase held by:

Cash or Market Value of deposit:

Name and Address of Bank, S&L, or Credit Union

Balance

If you need to add another account, click the button below.

Add Another Account

Stocks & Bonds (Company name/number description)

Stocks & Bonds
Face Amount:

Life insurance net cash value
Face Amount:

Subtotal Liquid Assets

Real estate owned (enter total market value)
Schedule of Real Estate Owned

Vested interest in retirement fund

Net worth of business(es) owned

Automobiles owned

Other Assets

Total Assets

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Liabilities
Name and Address of Company
Monthly Payment and Remaining Payments
Unpaid Balance
If you need to add another liability, click the button below. Add Another Liability
Alimony/Child Support/Separate Maintenance Payments Owed to:
Job-Related Expense (child care, union dues, etc.)
Total Monthly Payments
Net Worth (assets - liabilities)

Co-applicant Liabilities
Name and Address of Company
Monthly Payment and Remaining Payments
Unpaid Balance
If you need to add another liability, click the button below. Add Another Liability
Alimony/Child Support/Separate Maintenance Payments Owed to:
Job-Related Expense (child care, union dues, etc.)
Total Monthly Payments
Net Worth (assets - liabilities)

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Applicant Contact Information Primary applicant personal & contact information.
First Name
Last Name
Former Last Name?
Email Address
Phone Number (home)
Phone Number (work)
Phone Number (mobile)
DOB
Place of Birth
Social Security Number
Drivers License Number
Schooling Level Completed	High School 2-Year College 4-Year College PHD/Post-Grad Program
Marital Status	Married (includes registered domestic partners) Unmarried (includes single, divorced, widowed) Separated
Name of Current Spouse/Domestic Partner
Name of Former Spouse/Domestic Partner

Co-applicant Contact Information Co-applicant personal & contact information.
First Name
Last Name
Former Last Name?
Email Address
Phone Number (home)
Phone Number (work)
Phone Number (mobile)
DOB
Place of Birth
Social Security Number
Drivers License Number
Schooling Level Completed	High School 2-Year College 4-Year College Graduate Degree
Marital Status	Married (includes registered domestic partners) Unmarried (includes single, divorced, widowed) Separated
Name of Current Spouse/Domestic Partner
Name of Former Spouse/Domestic Partner

Declarations
Are there any outstanding judgements against you?	Yes No
Have you been declared bankrupt within the past 7 years?	Yes No
Have you had property foreclosed upon or given title or deed in lieu thereof in the last 7 years?	Yes No
Are you a party to a lawsuit?	Yes No
Have you directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgement?	Yes No
Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee?	Yes No
Are you obligated to pay alimony, child support, or separate maintenance?	Yes No
Is any part of the down payment borrowed?	Yes No
Are you a co-maker or endorser on a note?	Yes No
Are you a U.S. citizen?	Yes No
Are you a permanent resident alien?	Yes No
Have you had an ownership interest in a property in the last three years?	Yes No
Information for Government Monitoring Purposes The following information is requested by the Federal Government for certain types of loans related to a dwelling in order to monitor the lender's compliance with equal credit opportunity, fair housing and home mortgage disclosure laws. You are not required to furnish this information, but are encouraged to do so. The law provides that a Lender may not disciminate either on the basis of this information, or on whether you choose to furnish it. If you furnish the information, please provide both ethnicity and race. If you do not furnish ethnicity, race, or sec, under Federal Regulations, this lender is required to note the information on the basis of visual observation and surname if you have made this application in person. If you do not wish to furnish the information, please check the box below. (Lender must review the above material to assure that the disclosures satisfy all requirements to which the lender is subject under applicable state law for the particular type of loan applied for.)
Ethnicity	Hispanic or Latino Not Hispanic or Latino
Race	American Indian or Alaska Native Asian Black or African American Native Hawaiian or Other Pacific Islander White
Sex	Male Female

Co-applicant Declarations
Are there any outstanding judgements against you?	Yes No
Have you been declared bankrupt within the past 7 years?	Yes No
Have you had property foreclosed upon or given title or deed in lieu thereof in the last 7 years?	Yes No
Are you a party to a lawsuit?	Yes No
Have you directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgement?	Yes No
Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee?	Yes No
Are you obligated to pay alimony, child support, or separate maintenance?	Yes No
Is any part of the down payment borrowed?	Yes No
Are you a co-maker or endorser on a note?	Yes No
Are you a U.S. citizen?	Yes No
Are you a permanent resident alien?	Yes No
Have you had an ownership interest in a property in the last three years?	Yes No
Co-Borrower Information for Government Monitoring Purposes
Ethnicity	Hispanic or Latino Not Hispanic or Latino
Race	American Indian or Alaska Native Asian Black or African American Native Hawaiian or Other Pacific Islander White
Sex	Male Female

Attention California Borrowers

Progress

Applicant Contact Information

Co-applicant Contact Information

Where do you live?

Previous Addresses

Previous Addresses

Where does the Co-applicant live?

Previous Addresses

Previous Addresses

What is the purpose of this loan?

Business or Investment Loan Purpose

What property would you like a loan on?

Borrower Employment Information

Co-Borrower Employment Information

Monthly Income

Borrower Assets

Co-applicant Assets

Liabilities

Co-applicant Liabilities

Declarations

Information for Government Monitoring Purposes

Co-applicant Declarations

Co-Borrower Information for Government Monitoring Purposes

LOCATIONS

COMPANY

Resources

Main Office

CA Department of Real Estate Broker DRE #01002882 NMLS ID #243299 California Finance Lenders, DFPI #603 5063

CA Department of Real Estate Broker DRE #01002882
NMLS ID #243299
California Finance Lenders, DFPI #603 5063