Loan Application Information Needed

Please complete the below list

Type of Loan

Refinance Purchase

Dollar Amount Loan

Greater than $2,000,000 $1,500,000 to $2,000,000 $1,000,000 to $1,500,000 $750,000 to $1,000,000 $500,000 to $750,000 $400,000 to $500,000 $300,000 to $400,000 $250,000 to $300,000 $200,000 to $250,000 $150,000 to $200,000 $100,000 to $150,000 $50,000 to $100,000 less than $50,000

Estimate Value of Property

Address of Property

If a Refinance, please list amount currently owed and with whom. Please provide account numbers

If purchase list amount you wish to put down

Employer's Name

Employer's Address

Employer's Phone

If employed less than two years, please provide previous employers and phone numbers for the past 2 years

First Name

Last Name

Gender

Male Female

Work Phone

Cell Phone

Home Phone

Email Address

Fax Number

Address

State/Country

Zip

SS# or TID#

Date of Birth

Drivers License or Passport #

Resident of the USA

USA Resident Non USA Resident

Sate of Residence if other than listed address

Country of Residence if other than USA

Years in School

Net worth

Greater than 10,000,000 $7,500,000 to $10,000,000 $5,000,000 to $7,500,000 $4,000,000 to $5,000,000 $3,000,000 to $4,000,000 $2,000,000 to $3,000,000 $1,500,000 to $2,000,000 $1,000,000 to $1,500,000 $750,000 to $1,000,000 $500,000 to $750,000 $400,000 to $500,000 $300,000 to $400,000 $250,000 to $300,000 $200,000 to $250,000 $150,000 to $200,000 $100,000 to $150,000 $50,000 to $100,000 less than $50,000

Assets

Greater than 10,000,000 $7,500,000 to $10,000,000 $5,000,000 to $7,500,000 $4,000,000 to $5,000,000 $3,000,000 to $4,000,000 $2,000,000 to $3,000,000 $1,500,000 to $2,000,000 $1,000,000 to $1,500,000 $750,000 to $1,000,000 $500,000 to $750,000 $400,000 to $500,000 $300,000 to $400,000 $250,000 to $300,000 $200,000 to $250,000 $150,000 to $200,000 $100,000 to $150,000 $50,000 to $100,000 less than $50,000

Securities (non IRA/401K)

Greater than 10,000,000 $7,500,000 to $10,000,000 $5,000,000 to $7,500,000 $4,000,000 to $5,000,000 $3,000,000 to $4,000,000 $2,000,000 to $3,000,000 $1,500,000 to $2,000,000 $1,000,000 to $1,500,000 $750,000 to $1,000,000 $500,000 to $750,000 $400,000 to $500,000 $300,000 to $400,000 $250,000 to $300,000 $200,000 to $250,000 $150,000 to $200,000 $100,000 to $150,000 $50,000 to $100,000 less than $50,000

Please Provide Account Numbers and Institution's name and address with balances

Securities  (IRA/401K/Retirement Plans)

Greater than 10,000,000 $7,500,000 to $10,000,000 $5,000,000 to $7,500,000 $4,000,000 to $5,000,000 $3,000,000 to $4,000,000 $2,000,000 to $3,000,000 $1,500,000 to $2,000,000 $1,000,000 to $1,500,000 $750,000 to $1,000,000 $500,000 to $750,000 $400,000 to $500,000 $300,000 to $400,000 $250,000 to $300,000 $200,000 to $250,000 $150,000 to $200,000 $100,000 to $150,000 $50,000 to $100,000 less than $50,000

Please Provide Account Numbers and Institution's name and address with balances

Assets in Real Estate

Greater than 10,000,000 $7,500,000 to $10,000,000 $5,000,000 to $7,500,000 $4,000,000 to $5,000,000 $3,000,000 to $4,000,000 $2,000,000 to $3,000,000 $1,500,000 to $2,000,000 $1,000,000 to $1,500,000 $750,000 to $1,000,000 $500,000 to $750,000 $400,000 to $500,000 $300,000 to $400,000 $250,000 to $300,000 $200,000 to $250,000 $150,000 to $200,000 $100,000 to $150,000 $50,000 to $100,000 less than $50,000

Please provide addresses, amounts owed (creditors account numbers and names), and values. If leased provide term and amount per property per month

Assets in Cash or CD's

Greater than 10,000,000 $7,500,000 to $10,000,000 $5,000,000 to $7,500,000 $4,000,000 to $5,000,000 $3,000,000 to $4,000,000 $2,000,000 to $3,000,000 $1,500,000 to $2,000,000 $1,000,000 to $1,500,000 $750,000 to $1,000,000 $500,000 to $750,000 $400,000 to $500,000 $300,000 to $400,000 $250,000 to $300,000 $200,000 to $250,000 $150,000 to $200,000 $100,000 to $150,000 $50,000 to $100,000 less than $50,000

Please Provide Account Numbers and Institution's name and address with balances

Income Total

Income Earned / W2 

Employee / Owner

Employee Self Employed Retired Student

Marital Status

Single Married Divorsed Separated

Spouse's Name

Spouse's SS#  or Passport#

Spouse's Date of Birth

Number of Children

0 1 2 3 4 5 6 7 8 9 10

Please provide of list of all my outstanding credit obligations. Please include mortgages, credit cards, car loans, etc. Please specify what these outstanding obligations are for and with whom. Please provide account numbers and name and address of institution that holds the obligation.

Credit Card number for credit application fee $50

Name on Credit Card Number

Billing Address of Credit Card

Expiration on credit card number

If known the name of your selected Financial Consultant

Life Insurance

I am interested in more information on the below checked items:

Disability Insurance

Health Insurance

Mortgage Financing

Managed Accounts

Private Funds

Private Placements

Annuities

IPO's

Stocks

Bonds

Options

Mutual Funds