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“1st Step Mortgage Consultant”
Applicant & Co-Applicant Information (* indicates required fields):
Applicant
Co-Applicant
First Name*
Last Name*:
Phone(Home)*:
Phone(Work):
Email:
Date of Birth*:
Ssn:
School:
8 Grade
9 Grade
10 Grade
11 Grade
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PhD
8 Grade
9 Grade
10 Grade
11 Grade
Highschool Graduate
1yr College
Associate Degree
3yr College
Bachelors Degree
Masters Degree
JD
PhD
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California
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Delaware
Florida
Georgia
Hawaii
Idaho
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Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
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New Hampshire
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Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Washington, DC
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Northwest Territories
Nova Scotia
Nunavut
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon
Zip:
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EMPLOYMENT
Applicant
Co-Applicant
Employer:
Job Title:
Years at Job:
:
Years in Field:
Monthly Income:$
$
Other Income
Source:
Amount: $
$
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Cash Deposit (Type of Account)
Account 1
Amount:$
Account 2:
Amount:$
Checking and Savings Accounts
Financial Institution
Amount:$
Account #:
Financial Institution:
Amount:$
Account #:
Stocks and Bonds (Please Describe)
1:
Amount:$
2:
Amount:$
Life Insurance:
Amount:$
Automobile Type
Est. Value
Auto 1:
Value:$
Auto 2:
Value:$
Auto 3:
Value:$
Other Assets (Please Describe)
Other Assets 1:
Amount:$
Other Assets 2:
Amount:$
Other Assets 3:
Amount:$
Other Assets 4:
Amount:$
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Housing Expenses
1st Mortgage:
Property Taxes:
Home Insurance:
Total Expenses:
Monthly Debts
Type of Liability
Account Number
Balance
Monthly Payment
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Type of Loan Requested
Loan Type:
Purchase
Refinance
Cash Out Refinance
Construction Loan
Construction to Permanent Loan
Other
Residence Type:
Primary Residence
Second Home
Non-Owner/Investment
Property Type:
Single Family Residence
Condominium
Town Home
2 - 4 Units
Multi-family (Five + Units)
CO OP
Commercial-Residential
Commercial-Non Residential
Farm
Land
Mixed Use Property
Loan Term:
30 Year Fixed
20 Year Fixed
15 Year Fixed
Adjustable Rate Mortgage
Loan Amount
The best time to contact me
would be:
around:
by:
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Comments:
"I authorize 1st Step Financial Services, Inc. to obtain my/our credit report for the purpose of determining credit worthiness.
I understand that all information obtained from me is strictly confidential and that by submitting this information electronically, it is to deemed to be the equivalent of an original application taken in person"
MARYLAND OFFICE
1300 Mercantile Lane Ste 139T
Largo, Maryland 20774