Advising Intake

Page 1 

Applicant



Enter noemail@noemail.com if you do not have an e-mail address.








Co-applicant



Enter noemail@noemail.com if you do not have an e-mail address.

Hidden Fields










Page 2

To demonstrate our commitment to equity and our service reach, we are required to collect demographic information from the clients we serve.  Please answer the following demographic questions.





























Page 3



If you are not presently employed, please leave blank.
Income

Employment Income/Salary




Additional Income


Additional Information



If yes, please provide the following details for the property you have agreed to purchase.  If you don’t know leave blank.









Page 4

Foreclosure/Mortgage Default Details




First Mortgage Details
Provide the following information about your mortgage. Use exact information when possible. Otherwise, enter estimate to the best of your knowledge.









Second Mortgage Details
Provide the following information about your mortgage. Use exact information when possible. Otherwise, enter estimate to the best of your knowledge.








Homeowners Association/Other Liens





Property Taxes

Property Taxes Details



Homeowners Insurance

Homeowners Insurance Details

Page 5


Please enter "0" if the budget item does not apply to you.
Net Monthly Income
Amount of money after taxes and deductions








Fixed Monthly Expenses
Doesn't change or changes only a small amount
















Flexible Monthly Expenses
Have some control over and can be adjusted





























Periodic Expenses
Not a regular monthly expense
(Annual Cost/12 months = Monthly Budget Amount)


















When you click next on this page, your responses will be submitted and will no longer be editable.