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Joe Krupp9009 Mountain Ridge Drive #210
Highlander Mortgage - NMLS #221471Austin, Texas 78759
Senior Mortgage ConsultantPhone: 512.695.4580
ax:512.367.5661
Personal Financial Worksheet
(See Note Below)
Personal Information
Borrower Name: Social Security #: Date of Birth:
Is the Borrower U.S. Citizen Permanent Resident Alien Non-Permanent Resident Alien
Co-Borrower Name: Social Security #: Date of Birth:
(if applicable)
Is the Co-Borrower U.S. Citizen Permanent Resident Alien Non-Permanent Resident Alien
Property Information
Purchase, Construction or Refinance? How long do you intend to own the property?
Estimated Purchase Price or current value if a Refinance: $. Desired Loan Amount: $
Occupancy Type: (mark one) Primary Residence Second Home Non-Owner Occupied
Property Type: (mark one) Single Family Residence Condo Duplex
Current Residence
Address: City: State: Zip: How long?
Own Rent Home Phone #: Landlord Name & Phone #:
Monthly Housing Payment: $ If a mortgage payment, does this payment included taxes and insurance?
Please note that a 2 year history of residency and employment will be required for a mortgage loan application
Employment
Borrower: How Long? Co-Borrower: How Long?
Borrower Work#: Position: Co-Borrower Work#: Position:
Borrower Current Monthly Gross Income: $Co-Borrower Current Monthly Gross Income: $
Other Income
Amount of Income: $ Describe Source:
Amount of Income: $ Describe Source:
Asset Accounts
Current checking/savings Accts total: $ Stocks, Mutual Funds total: $ Retirement Accts Total: $
(Not Retirement Accounts)(401k, IRA, etc)
BANK/FIRM NAMETYPE ACCTBALANCE
General Questions (Yes to any of these questions will require additional info)
Pay alimony or child support? If yes, how much monthly? $ How many months until paid?
Ever had a foreclosure? If yes, when was the foreclosure?
A bankruptcy in last 10 years? If so when was the bankruptcy discharged (month and year)?
Own other Real Estate? Is any part of the downpayment borrowed?
Are you a co-signer on any loans (other than debts on your credit report)?
Are there any outstanding legal judgments against you? Are you currently party to a lawsuit?
Are you currently delinquent on any federal debt or any other financial obligation?
******* By returning this form you do authorize Highlander to pull your credit report *******
Note: This is for pre-qualification purposes only. Please contact Joe to make loan application and to learn more about your financing opportunities with Highlander.