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Introduction
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Why Refinance
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Your Personal Information
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Best time to call
Subject Property Information and Purpose of Loan
street
city
state
zip
No. of Units
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Year Built
Market Value
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Loan Amount
Purpose of loan
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Refinance
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Property will be
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Primary residence
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Your Present Rate
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Year Acquired
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Original Cost
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Amount Existing Liens
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Purpose of Refinance
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Cashout
Rate and Term
Source of Down Payment
and other payments
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Checking / Saving
Gift Funds
Equity on sold propty
Equity on subject propty
Monthly Income and Combined Housing Expense Info
Base Empl. Income
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First Mortgage (P&l)
Other Financing (P&l)
Hazard Insurance
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Mortgage Insurance
Assets and Liabilities (List all outstanding debs, including auto loans, revolving charge accounts, real estate loans, alimony child support, stock piedges, ets.)
(1) Name and address of Company
(1) Monthly payment
(1) Unpaid balance
(2) Name and address of Company
(2) Monthly payment
(2) Unpaid balance
(3) Name and address of Company
(3) Monthly payment
(3) Unpaid balance
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Executive Financial Solutions, Inc.
7000 SW Hamptom St., Ste 121
Portland, OR 97223
ph: (503)977-0810 fax: (503)977-0922
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