Refinance Questionnaire
* Required Field
Borrower 2 Name: Social Security Number: Marital Status: Phone #: Home: Work: Cell: Fax: Email Address:
Address of the property you are refinancing: Address: City: State: ZIP: Relationship of Borrowers to each other: Husband & Wife Single Not Related Married to Other Other:
Please list all current Mortgages pertinent to this property including loans with a zero dollar balance: 1). Bank/Mortgage Co.: Telephone no.: Acct.#: Is this an FHA Mortgage? Yes No Is there a Pre-Payment Penalty?Yes No
2). Bank/Mortgage Co.: Telephone no.: Acct.#: Is this an FHA Mortgage? Yes No Is there a Pre-Payment Penalty?Yes No
3). Bank/Mortgage Co.: Telephone no.: Acct.#: Is this an FHA Mortgage? Yes No Is there a Pre-Payment Penalty?Yes No
** It is your responsibility to cancel any automatic withdrawals if applicable**
Will any of the borrowers be using a power of attorney? Yes No Is this property your primary residence? Yes No Is this property the primary residence for Borrower #2? Yes No
Homeowner's Insurance Info(Not applicable if refinancing a condominium or for a cash transaction): Agent: Phone: Annual Premium: Renewal Date: (The amount of insurance must be at least the mortgage amount or provide guaranteed replacement)
This section is applicable to condominium borrowers only: Association Name: Management Company: Phone:
Tax Information: Please provide a paid receipt for all tax bills pertaining to this property Does this property have: Multiple Lots? Yes No Multiple Tax Bills? Yes No
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