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Real Figures... Honest Answers.
To provide you the most efficient service and program research please take a few minutes to fill out the following Portfolio Request Form. All information will remain confidential and I will begin researching opportunities for you with the basic information you have provided. This information will help provide you with summary rates, figures and program details for future discussions and potential solutions.
The information provided on this form is for discussion and scenario purposes only and is not a loan application nor a loan commitment. Your credit report will NOT be pulled from this form. |
| *Name: |
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| *Email address: |
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| *Phone: |
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| Referred by: |
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| Type of loan |
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| Estimated purchase price: |
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| Down payment: |
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| Appraisal value (refinance): |
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| 1st mortgage (balance): |
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| 2nd mortgage (balance): |
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| Taxes (year): |
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| Insurance (year): |
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| Current address: |
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| City & Zip: |
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| Notes: |
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| Name (#1): |
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| Name (#2): |
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| Income (#1): |
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| Income (#2): |
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| Combined income: |
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| Credit history: |
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