Residential Loan Application
I. GENERAL INFORMATION
Borrower/Guarantor Name
Date Of Birth
Social Security Number
Home Address
City
State
Zip
Mobile Tel No
Office Tel No
Home Tel No
Fax No.
Email
Marital Status
Divorced
Married
Single
Widow
Years of Education
0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
Highest Degree Obtained
Number of Dependents
0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
II. BROKER INFORMATION
Broker Name
Company Name
Address
City
State
Zip
Mobile Tel No
Office Tel No
Fax No.
Email
III. EMPLOYMENT
Name of Employer
Home Address
City
State
Zip
Phone
Industry
Position Held/Title
Number of Years at Current Employer
< 1
1-2
3-4
5-6
7-9
10+
20+
Number of Years in Industry
< 1
1-2
3-4
5-6
7-9
10+
20+
Annual Employment Income
Other Non-Real Estate Income
Source of Income
IV. REAL ESTATE EXPERIENCE
Number of Years of Experience
< 1
1
2
3
4
5
6
7
8
9
10+
Number of Investment Properties Currently Owned
< 1
1
2
3
4
5
6
7
8
9
10+
Type of Real Estate Experience (Please Describe)
V. PROPERTY UNDER CONTRACT CURRENTLY
Property Address
Must Close By Date
Expected Project Completion Date
Purchase Price
Cost of Repairs/Construction
After Repair/Construction Value
Loan Amount
Name of Contractor
Contractor's Mobile Tel No.
VI. ASSETS & LIABILITIES
A. Banks and other financial institutions where cash deposits have been maintained or loans have been obtained.
Name of Financial Institution
Account Number
Cash Deposit Balance
Loan Balance
Due Date of Loan
Type of Debt (Credit Card, Auto Loan, Student Debt etc)
B. Stocks & Bonds.
Num. of Shares
Name of Company
Brokerage Company Holding Stock
Account Number
Market Value
C. Retirement Plans
Financial Institution
Account Number
Value
D. Schedule of Real Estate Owned
Property Address
Type of Property
(Residential, Apartment, Retail, Office, Industrial)
Date of Purchase
Original Purchase Price
Repairs Completed
Total Cost
Market Value
Mortgage Balance
Rental Income (per month)
VII. MISCELLANEOUS
How did you hear about us?
Are you currently working a Crown Valley representative?
Yes
No
If yes, please state the name of the representative
Robert Pick
Jill Hayes
Michael Shenk
Joseph Horesh
Dave Cruise
James Melton
This information and the information provided on all accompanying financial statements and schedules is provided for the purpose of obtaining credit for the Applicant(s) or for the purpose of Applicant(s) guaranteeing credit for others. Applicant(s) acknowledge that representations made in this statement will be relied on by Creditor in its decision to grant such credit. This Statement is true and correct in every detail and accurately represents the financial condition of the Applicant(s) on the date given below. Creditor is authorized to make all inquiries it determines necessary to verify the accuracy of the information contained herein and to determine the creditworthiness of the Applicant(s). Applicant(s) will promptly notify Creditor of any subsequent changes which would affect the accuracy of this Statement. Creditor is further authorized to answer any questions about Creditor’s credit experience with Applicant(s). Applicant(s) are aware that any knowing or willful false statement regarding the value of the above property for purposes of influencing the actions of Creditor can be a violation of federal law, and may result in a fine or imprisonment or both.
By checking the box, applicant declares that he/she has read and understands the statement above.
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