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Applicant & Co-Applicant Information:

Loan Officer/Referred by:
 
Applicant First Name
  
Applicant Last Name

Home Phone
123-123-1234
Work Phone
123-123-1234
SSN

E-Mail

Date of Birth

Years In School
years

Co-Applicant First Name
  
Co-Applicant Last Name

Home Phone
123-123-1234
Work Phone
123-123-1234

SSN

E-Mail

Date of Birth

Years In School
years

Address

City

State

Zip


Gross Income:


1.
Applicant Employer

Position

Years on Job
Years in same field

Monthly Income Amt.
$
  Co-Applicant Employer

Position

Years on Job
Years in same field

Monthly Income Amt.
$
3. Other Income Applicant
Monthly Income Amt
$
4. Other Income Co-Applicant

$
     
Total Gross Monthly Income: $

Assets:

1. Cash Deposit (Type of Account)
    Amount
$
2.     $
1. Checking and Savings Accounts
Financial Institution

    Amount
$
  Account Number
     
2. Financial Institution
    Amount
$
  Account Number
     
         
         
1. Stocks and Bonds (Please Describe)
    Amount
$
2.     $
3.     $
         
         
1. Life Insurance
    Face Amount
$
         
1. Automobile Type
    Est. Value
$
2.     $
3.     $
         
         
1. Other Assets (Please Describe)
    Amount
$
2.     $
3.     $
4.     $

Housing Expenses:

        Monthly Pymt
1. 1st Mortgage     $
2. Property Taxes     $
3. Home Owners Insurance     $
Total Monthly Housing Expenses:     $

Monthly Debts:

  Type of Liability
Account Number
Cur. Bal.
Monthly Pymt
1. $ $
2. $ $
3. $ $
4. $ $
5. $ $
6. $ $
7. $ $

Type of Loan Requested:

Loan Type: 
Residence Type: 
Property Type: 
Loan Type: 
Estimated Loan Amount:  $

The best time to contact me: 
 would be: 
around:  :
by: 
Comments: 

* "I authorize Key Financial Services and/or assigns to obtain my/our credit report for the purpose of determining credit worthiness. The information that is obtained is strictly confidential. By submitting this electronically, this is to be deemed to be the equivalent of the original."


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