Pre-Approval Form

Jason Holter

 

Please fill out the following information and Jason will get back to you shortly.

Thank you for the opportunity to serve your real estate needs.

Personal Information

* Required

Name *

Phone Number*

Email Address *

Best way to contact you *
EmailPhone

Best time to contact you

Marital Status
SingleMarriedSeparated

U.S. Citizen?
YesNo

Estimated Credit Score

Date of Birth (mm/dd/yyyy)

Current Address

Street Address

City

State

Zip

Years/Months at this address

Rent or Own
RentOwn

Subject Property

Purpose of Loan
PurchaseConstructionCash-Out RefiNo Cash-Out RefiOther

Property Usage
Primary ResidenceSecondary ResidenceInvestment

Loan Amount

Purchase Price

Number of Units

Year Built

Monthly Income

Base Income

Bonuses

Commission

Other Income

Assets

Checking

Savings

Retirement Funds

Mutual Funds

Other

Misc

Do you have a co-borrower?
YesNo

How did you find out about Monica and her team? *
Property SignMobile App AdReferralBillboardGoogleOnline AdHARRE/MAXTruliaZillowRealtor.comFacebookGoogle+YelpHomes.comHomesnapRelocation GuideHomes and LandBingYahooYouTubeClear Lake TodayActiveRainTwitterLinkedInPinterestTumblerBloggerOther (Please specific in comments)

Comments/Questions


I accept the privacy policy below

Privacy Policy

We take our clients’ financial privacy very seriously. During the course of processing your application, we accumulate non-public personal financial information from you and from other sources about your income, your assets, and your credit history in order to allow a lender to make an informed decision about granting you credit. We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

We collect nonpublic information about you from the following sources: (i) information we receive from you on applications or other forms; (ii) information about your transactions with us, our affiliates, or others; and (iii) information we receive from a consumer reporting agency.

We do not disclose any nonpublic information about our customers or former customers to any third party, except as permitted by law.