Home Mortgage Pre-Approval Form
Property Information
Use of Property *
Type of Property *
County (California only) *
Primary Borrower Information
Name (Legal Name)*
Email * NOTE: We respect your privacy. We will only email you as it relates to this application. You will not receive any unsolicited emails from us.
Contact Phone *NOTE: We will only call you if necessary as it relates to this application. You will not receive any unsolicited phone calls from us.
Primary Borrower - Continued
Date of Birth *
Current Address *
Co-Borrower Information
Co-borrower? *Will your spouse or someone else be a co-borrower on this loan?
Name (Legal Name)*
Date of Birth *
Primary Borrower Income
Employment Status *
Wage Type (Primary Borrower) *
Co-Borrower Income
Employment Status (Co-Borrower) *
Wage Type (Co-Borrower) *
Asset Information (Combine Primary Borrower & Co-Borrower's Assets)
Do you currently own any rental/investment properties?*
Rental Income or Loss* If on previous year’s tax return:
Enter the income or loss from your Schedule E after adding back depreciation.
If not on previous year’s tax return enter:(gross monthly rent x 0.75 - monthly mortgage payment - monthly property tax - monthly insurance - monthly HOA dues ) x 12
(Enter a loss as a negative number)
Liquid Assets* Combined balance in all bank accounts, CD's, stocks, money markets.(EXCLUDING Retirement Accounts)
Retirement Accounts Combined balance in all retirement accounts including 401k, IRA, Roth IRA, SEP, etc.
Proceeds from Sale of Real Estate Will funds from the sale of Real Estate be used for assets or down payment? If so, list your expected net proceeds from the sale here.
Liability Information (Combine Primary Borrower & Co-Borrower's Liabilities)
MONTHLY - Alimony and Child Support Include the combined total of all alimony and child support payments you and your co-borrower pay each month.
NOTE: Other liabilities will be covered separately.
Declarations (Primary Borrower)
Please check ALL that apply*
Declarations (Co-Borrower)
Please check ALL that apply for the co-borrower *
Government Questions
NOTE: This information is OPTIONAL. We request it for government compliance purposes only. It will NOT be taken into consideration when determining your pre-approval status.
Ethnicity - Primary Borrower*
Race - Primary Borrower*
Sex - Primary Borrower*
Ethnicity - Co-Borrower*
Race - Co-Borrower*
Sex - Co-Borrower*
Other Information
Real Estate Agent CodeIf you are working with one of our affiliated Real Estate Agents, please enter the code they provided you here.
Social Security Number - Primary Borrower *
Social Security Number - CoBorrower *

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Unfortunately, you have not been approved for the following reasons: