Benchmark Mortgage - Setting the Industry Standard

Benchmark Mortgage
Rick Brown
Plano Branch Mgr.
900 Rushing Water Ct.
Fairview, Texas 75069

214-733-8516 - direct
214-733-8519 - fax
972-333-8115 cell

Complete this form if you are interested in receiving information about a mortgage loan.

Instructions:

Complete the general information section.

Complete the section that applies to your needs:

The purchase section only if buying a home.
The refinance section only if refinancing.
The credit line/equity loan section if applying for 2nd mortgage.

Click on the send button.

I will be in touch with you shortly to discuss your financing options. Thank you!

Loan Officer

Name of your loan officer

Contact Information

Name
Home Phone
Work Phone
E-mail
Best time to reach me

Property Location

City

State

Loan Request

Purchase
Refinance
Credit Line
Home Improvement
Other, please describe:

Loan Amount

Loan amount desired is $

Type of Loan

30 yr fixed
15 yr fixed
30/5 yr fixed
30/7 yr fixed
Adjustable
Haven't decided
Other, please state

Personal Information

Annual household income is $

My credit history is

Excellent
Good, but some lates
Some credit problems
Major credit problems
Don't know

PURCHASE SECTION
Fill this out if purchasing a home ~ Please skip to the next section if refinancing

Time Frame

Thinking about it
Actively Looking
About to make an offer
Have a sales contract

Real Estate Professional Information

I am working with a Real Estate Professional
Please refer me to a Real Estate Professional
I am buying directly from the seller
I am buying directly from the builder

Purchase Price

I expect to buy a home between $ and $

Down Payment

I expect to put between % and % down

REFINANCE SECTION
Fill this out only if refinancing ~ Please skip to the next section if applying for a second mortgage

Property Value

The property should appraise for $
Don't know

Existing loans on property

1st loan balance $
2nd loan balance $
3rd loan balance $

Reason for Refinancing

Reduce Interest rates
Change from fixed to adjustable
Change from adjustable to fixed
Need cash out. Cash out required $
Other, please specify...

Current loan type

Fixed
Adjustable
Other, please specify...

SECOND MORTGAGE SECTION
Fill this out if requesting a second mortgage, credit line or home improvement loan.

Type of loan

Credit line
Fixed 2nd mortgage
Other, please state...

Existing loans on property

1st loan $
2nd loan $

Do any of the loans have negative amortization?

Yes
No
Don't know

Reason for loan

Home improvement
Pay off bills
Other, please specify...


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Complete this form if you are interested in receiving information about a mortgage loan.

Instructions: Complete the general information section. Complete the section that applies to your needs:

PURCHASE SECTION Fill this out if purchasing a home ~ Please skip to the next section if refinancing

REFINANCE SECTION Fill this out only if refinancing ~ Please skip to the next section if applying for a second mortgage

SECOND MORTGAGE SECTION Fill this out if requesting a second mortgage, credit line or home improvement loan.

Instructions:

Complete the general information section.

Complete the section that applies to your needs:

PURCHASE SECTION
Fill this out if purchasing a home ~ Please skip to the next section if refinancing

REFINANCE SECTION
Fill this out only if refinancing ~ Please skip to the next section if applying for a second mortgage

SECOND MORTGAGE SECTION
Fill this out if requesting a second mortgage, credit line or home improvement loan.