Homeownership Client Intake Your information will not be shared with any third party (e.g. credit agency or lender) without your authorization.
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Homeownership Client Intake
Y o u r i n f o r m a t i o n w i l l n o t b e s h a r e d w i t h a n y t h i r d p a r t y ( e . g . c r e d i t a g e n c y o r l e n d e r ) w i t h o u t y o u r a u t h o r i z a t i o n .
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WORKSHOP LOCATION:
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DATE OF WORKSHOP:
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REFERRED BY:
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Please tell us about yourself
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Where would you like to live?
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Are you currently in the process of buying a home?
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Have you applied for a mortgage loan with a lender?
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Personal Information
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Which social media sites do you use?
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How were you referred to NCALL?
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Preferred language:
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Citizenship:
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Marital Status:
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Are you disabled?
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Highest Level of Education Completed:
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Are you a Veteran?
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Foreign born?
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Name (Last, First, MI, Suffix):
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Zip:
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State:
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County:
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City:
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Home Phone:
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BORROWER
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SSN:
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Street Address:
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Name (Last, First, MI, Suffix):
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Preferred contact:
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Highest Level of Education Completed:
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Are you a Veteran?
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1st Time Homebuyer?
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1st Generation Homebuyer?
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CO-BORROWER
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Do you have disabled dependents?
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Race:
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Ethnicity:
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Home Phone:
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Cell Phone:
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Email:
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Zip:
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Head of Household?
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# in Household:
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# Under 18:
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Do you have disabled dependents?
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Occupancy:
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Yrs
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Head of Household?
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# in Household:
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# Under 18:
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Marital Status:
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Citizenship:
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Foreign born?
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Preferred language:
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Are you disabled?
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SSN:
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DOB:
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Gender:
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Street Address:
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City:
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County:
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State:
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1st Time Homebuyer?
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1st Generation Homebuyer?
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Occupancy:
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Yrs
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Mos
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Residency Status:
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Monthly Amount:
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Gross Annual Income:
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Relationship to Borrower:
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Ethnicity:
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Race:
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Gender:
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DOB:
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Preferred contact:
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Email:
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Cell Phone:
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Facebook
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Twitter
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Instagram
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YouTube
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Google+
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LinkedIn
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Gross Annual Income:
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Monthly Amount:
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Residency Status:
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Mos
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BORROWER
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Employment
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Employer Name:
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Position/Title:
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From:
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To:
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From:
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To:
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Phone:
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Other Employer Name:
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Gross Monthly Income:
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# of years in profession:
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Self-employed?
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Ext:
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Phone:
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Position/Title:
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From:
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To:
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Gross Monthly Income:
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# of years in profession:
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Self-employed?
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Ext:
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CO-BORROWER
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Employer Name:
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Position/Title:
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Monthly Income
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Employment:
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Alimony:
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Child Support:
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Pension/Retirement:
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Social Security:
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Disability:
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Other:
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TOTAL MONTHLY INCOME:
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Gross
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Net
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Gross
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Net
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Phone:
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Ext:
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Self-employed?
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# of years in profession:
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Gross Monthly Income:
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To:
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From:
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Position/Title:
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Other Employer Name:
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Phone:
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Ext:
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Self-employed?
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# of years in profession:
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Gross Monthly Income:
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If you have applied for a mortgage loan and/or are in the process of purchasing a home, please complete the Homeownership Application on the next page.
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Homeownership Client Intake
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Employment:
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Alimony:
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Child Support:
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Pension/Retirement:
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Social Security:
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Disability:
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Other:
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TOTAL MONTHLY INCOME:
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New Property Information
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New Property Street Address:
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State:
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Zip:
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MSA:
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Settlement Attorney's Name:
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Attorney's Phone:
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Realtor's Name & Company:
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Realtor's Phone:
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Type of Property:
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Type of Structure:
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Mortgage Loan Information
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Lender:
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Loan Officer's Name:
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Loan Officer's Phone:
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Loan Processor's Name:
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Mortgage Loan Amount:
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Mortgage Loan Term:
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Interest Rate:
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Loan Application Date:
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Loan Approval Date:
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Scheduled Closing Date:
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Where are your down payment and settlement costs coming from? (Check all that apply)
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Savings
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SMAL
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NCC
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DFS
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Seller Assistance
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Gift
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Other
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TOTAL FUNDS:
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City:
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Purchase Price:
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Loan Processor's Phone:
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Signature
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By typing your name below, you are signing this form and thereby certify that the information provided in this form is accurate and true to the best of your knowledge.
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SIGNATURE:
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DATE:
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BORROWER:
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CO-BORROWER:
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Homeownership Application
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Explain:
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Advantage 3
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