Pre-qualification Worksheet

If you are moving to Oregon State or are a Oregon State Resident - Please fill out this Pre-qualification Worksheet. It will be sent directly to us, and a loan officer will contact you within 24-48 hours.


Personal Information

Name:                     
Address:                  
Apt#:                     
City:      State:  Zip:               
Home phone:       Work phone:            
E-mail Address:  

  Marital Status   
Single
Married
Other

 

Spouse/Co-borrower's name: 
Number Dependants:        
Cash available for down payment and closing costs: 

EMPLOYMENT INFORMATION

Name of Employer:         
Phone:                    
Title:                    
Length of employment in this position:    
Length of time in this profession:        
Present salary per month-(before taxes):  

Spouse/Co-borrower's employer:  
Phone:                    
Title:                    
Length of employment in this position:    
Length of time in this profession:        
Present salary per month-(before taxes):  

What is the best place for a Loan Officer to contact you?:

  • Home
    Work
  • What is the best time for a Loan Officer to contact you?:

  • a.m.
    p.m.
  •  


    FINANCIAL INFORMATION


    For you and your spouse/co-borrower

    Cash/Deposits:             
    Stocks & Bonds:            
    Life Insurance Cash Value: 
    Real Estate Owned:         

    Automobiles

    Make..............................Year...............Model..............

    Other Assets (specify)



    For you and your spouse/co-borrower

    Mortgages

    Lender..................................Balance........................Monthly Payment


    Auto Loans

    Lender..................................Balance........................Monthly Payment


    Credit Cards

    Lender..................................Balance........................Monthly Payment


    Student Loans

    Lender..................................Balance........................Monthly Payment


    Other Loans

    Lender..................................Balance........................Monthly Payment


    Additional information that may assist us in determining your particular loan needs ....


    Please check which type of loan for which you would like to pre-qualify:

  • Fixed and Adjustable
    Conventional
    FHA/VA
    Jumbo Loans
    Debt Consolidation
    Home Improvement
    Home Equity Lines
    Second Mortgage


  • Thank you for filling out this form. Press 'submit now' to send form.



    Spartan & Associates Mortgage Services
    1410 W 8th Street
    Medford, Oregon 97501
    1-800-949-5450
    541-734-5450 Fax: 541-734-7453

    email address: Spartan@Sprintmail.com

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