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On-line Pre-Qualification


Enter Name(s) as they appear in your credit records:

Applicant

Information

First Name:

Middle Name:

Last Name:

Social Security Number:

Date of Birth (MM/DD/YYYY):


Co-Applicant

Information

First Name:

Middle Name:

Last Name:

Social Security Number:

Date of Birth (MM/DD/YYYY)


Contact

Information

Home Phone:

Work Phone:

E-mail Address:


Present Address:


     must include Street, City, State & Zip code
 

Do you?

Own Rent Other

If you own, what is present property value?

If you rent, what is you monthly rent payment?

How long have you lived at present address?


If less than 2 years at present address, please enter your Previous Address:

     *must include Street, City, State & Zip code

How long have you lived at prior address?


How do you rate your credit?

Excellent
Good
Fair
Poor

Applicants Present Employer:
  

How long have you worked on your present job?


If less than 2 years on present job, please list former employment:

How long did you work on your previous job?


Co-Applicants Present Employer:
  

How long has Co-Applicant worked on present job?


If Co-Applicant has less than 2 years on present job, please list Co-Applicant's former employment:

Applicant's gross 

ANNUAL income

Base Salary:

Base Hourly:

(Annual EXCLUDING Overtime)

Commission:

(AVERAGE of past two years)

Bonus:

(AVERAGE of past two years)

Other:

If Other, please describe:

 

Are you self-employed?
If applicant owns over 25% of a company
then borrower is considered self employed
yes  no       



Net Income:

NET INCOME block is only for self employed people
(Use the AVERAGE net income shown on your last two tax returns)

Depreciation:


Co-Applicant's gross ANNUAL income

Base Salary:

Base Hourly:

(Annual EXCLUDING Overtime)

Commission:

(AVERAGE of past two years)

Bonus:

(AVERAGE of past two years)

Other:

If Other, please describe:

 

Is Co-Applicant self-employed?
If applicant owns over 25% of a company
then borrower is considered self employed
Yes No



Net Income:

NET INCOME block is only for self employed people
(Use the AVERAGE net income shown on your last two tax returns)

Depreciation:


Assets

Checking Account Balance:

Stock, Bond, and Mutual Fund Balance:

401k Balance:


Total Monthly Debts excluding utilities:

 *If applying for a debt consolidation loan. Please check balances you wish to include. 

 
Type of Debt

 
Company

Min. Amt. Due

  
Balance

 
Consolidate

1st Mortgage Balance

2nd Mortgage Balance

Auto Loan

Auto Loan

other

other

other

other


Desired Loan Amount:

Type of Property:


If other (Describe):

Use of Property:

 
If Other (Describe):

 

Briefly describe what you would like to accomplish with this loan:


Please select the type of loan you want.
Construction/perm
Debt consolidation
Home equity
Purchase
Refinance

 

 

 


 
If you are wanting a Construction/Perm please answer the following questions.

Are you selling an existing residence?

Yes No

Do you already own your own land?

Yes No

If yes and you intend to build on this land, how much is it worth?

Have you already contracted with a builder?

Yes No 
 Please answer Purchase type loan questions below as well

  
If you are wanting a Purchase type loan please answer the following question.

Purchase Price? 

How much down payment? 

Address of House?

 

 
If you are wanting to Refinance  please answer the following questions.

When did you originally purchase this property?

What was the original purchase price?

What type of property do you wish to refinance?

Primary Residence
2nd home
Investment
  
 

 

 

 

 

 

 

 


That's it!
Please check over your information and when your ready submit your online application

Who is your Advisor?

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By Submitting this form, you are giving
Preferred Financial Services, Inc. permission to pull
your in-file credit report.  

or


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