Mortgage Loan Assessment Form
Complete this assessment to help us evaluate your general eligibility for a mortgage loan. This form does not collect sensitive personal or financial data.
What is your current employment status?
*
Employed full-time
Employed part-time
Self-employed
Unemployed
Retired
Other
What is your approximate annual household income?
*
Under $50,000
$50,000 - $99,999
$100,000 - $149,999
$150,000 - $199,999
$200,000 and above
Prefer not to say
Which best describes your current housing situation?
*
Renting
Own home (no mortgage)
Own home (with mortgage)
Living with family/friends
Other
How would you rate your current credit health?
*
1
2
3
4
5
What is your estimated monthly debt payment (loans, credit cards, etc.)?
*
None
Under $500
$500 - $999
$1,000 - $1,999
$2,000 and above
What type of property are you looking to purchase?
*
Single-family home
Condo/Townhome
Multi-family property
Other
What is your target loan amount range?
*
Under $200,000
$200,000 - $399,999
$400,000 - $599,999
$600,000 and above
Not sure
How long have you been employed at your current job?
*
Less than 1 year
1-2 years
3-5 years
More than 5 years
Please indicate your estimated monthly expenses in the categories below.
*
Rows
Under $500
$500 - $999
$1,000 or more
Housing
1
2
3
Utilities
4
5
6
Transportation
7
8
9
Other
10
11
12
How confident do you feel about managing monthly mortgage payments?
*
Not confident
1
2
3
4
Very confident
5
1 is Not confident, 5 is Very confident
Submit Assessment
Should be Empty: