Everest Mortgage LLCTom Stewart[email protected](703) 967 3041 cellPROFILE INFORMATION Agent's Name and #Have you signed a contract?YESNOPersonal Profile (2 Year History)BorrowerSocial Security #Home PhoneDate of BirthDependentsYESNOlist AgesEducation # of YearsStreet AddressApartment, suite, etcCityState/ProvinceZIP / Postal CodeHow long have you lived at this address?Market Value1st Trust Balance2nd Trust BalanceWhich youOWNRENTHow much is your rent/mortgage per month:Past AddressApartment, suite, etcCityState/ProvinceZIP / Postal CodeCo-BorrowerSocial Security #Home PhoneDate of BirthDependent's AgeYears in SchoolCurrent AddressApartment, suite, etcCityState/ProvinceZIP / Postal CodeWhich you:OWNRENTSince?How much is your rent/mortgage per month:Employment Profile (2 Year History) For BorrowerEmployerStart DatePresent PositionPhoneBusiness AddressApartment, suite, etcCityState/ProvinceZIP / Postal CodeHow are you paid?SalaryHourlySelf-EmployedAnnual PayMonthly Income Of:How much per hour?Hours Per WeekAny Additional Income(i.e., Child Support, Alimony, Disability, etc.)Employment Profile (2 Year History) For Co-BorrowerFor Co-BorrowerEmployerStart DatePresent PositionPhoneBusiness AddressApartment, suite, etcCityState/ProvinceZIP / Postal CodeHow are you paid?SalaryHourlySelf-EmployedAnnual PayMonthly Income Of:How much per hour?Hours Per WeekAny Additional Income(i.e., Child Support, Alimony, Disability, etc.)Funds Profile Add additional profiles as needed. Select OneChg.Sav.Mutual FundAmountName of BankStocks/Bonds/Misc.Name of Broker401K, IRA, Etc.Name of BrokerGift AmountDonor/RelationshipOtherCredit Profile & Monthly ObligationsPlease estimate minimum monthly payment amounts for all credit card debtAuto Loans and/or Lease PaymentsStudent LoansHave you been bankruptYESNOType of BankruptcyChapter 7Chapter 13Discharge DateHave you had property foreclosed or reposedYESNOIf yes, dateAre you obligated to pay child support, alimony, or separate maintenance?YESNOMonthly ObligationDo you own any real estate other than your primary residenceYESNOaddressPurchase DateCurrent market ValueMonthly Rental IncomeMonthly HOA or Condo FeeOutstanding Loan Amounts (First Trust)Second TrustMonthly Payments (First Trust)Second TrustCurrent Marital StatusMarriedSeparatedUnmarriedPlease state number of years you have been working in your line of work/professionAre you a U.S. CitizenYESNOIf no, please indicate residency statusDo you have a green cardYESNODo you have a visaYESNOPlease indicate what type of Visa you haveGovernment monitoring information: (Please indicate all that apply) Please provide re: EOCA (Equal Opportunity Credit Act)Race/National Origin:I do not wish to furnish this informationCheck hereBorrowerCo-BorrowerChoose One:American Indian or Alaskan NativeAsian or Pacific IslanderBlack not of Hispanic OriginHispanicWhite not of Hispanic OriginOtherChoose One:American Indian or Alaskan NativeAsian or Pacific IslanderBlack not of Hispanic OriginHispanicWhite not of Hispanic OriginOtherSexMaleFemaleBy submission of this information sheet, I (we) authorize Everest Mortgage LLC. permission to obtain a credit report for the purpose of pre-qualifying for a mortgage loan.Email AddressReceived VA disability in the pastYESNOEntitled to receive VA disability benefits but for retirement payYESNOReceived VA disability in the past -Applicant surviving spouse of a veteran who died on active duty or as a result of a service-connected disabilityYESNOYou may need to fax the following documentation W-2s for the past two years Most recent paystub Last 2 months bank, CD, and /or stock/mutual fund statements. ( All pages for all accounts.) Most recent 401k or other retirement account. statements (All pages for all accounts.) Bankruptcy discharge documents and schedule of discharged debts Divorce decree and/or legal separation agreement COE If you are self-employed or commissioned we will also need the following information. Last 2 business and personal tax returns Current year-to-date profit and loss statement THANK YOU AND I LOOK FORWARD TO WORKING FOR YOU! Send Application
