FINANCIAL INFORMATION WORKSHEET
Including taxes & insurance, what monthly payments do you want: $____________
What approximate price range do you want to look in? $____________
How much cash do you have available for a down payment? $____________
Does this include closing cost? ______
Are you currently renting?______ If yes, how much rent: $__________
Do you currently own? ______ Do you need to sell before buying? __________
How much do you think your home is worth? $___________
What is the unpaid balance? $__________ Interest rate _____ term _________
Dated ___/___/___ type of loan ________________ monthly payment $ __________
List your regular monthly payments (installment debt, revolving charges,
student loans, etc.
Description Amount
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Are you current on all debts?______ Is there any problem with your credit?______
What is your monthly income: $________ Your spouse's monthly income:$ ________
Do you have any other monthly income? ___________ If yes, how much? $___________
Employed ______Self-employed _____ How long have you been employed with this employer?
____________ Where? _______________________________
Have you or your spouse ever taken bankruptcy? __________ If yes,explain:
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Have you or your spouse had a home foreclosure? _________ If yes, explain:
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