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Loan Recommendations



Sometimes it is difficult to know what you need or what is best for you. That's why we have developed our loan recommendation section.

Simply fill out this form and we will get back to you with the best loans for your situation.
Your Name*:
Your Email*:
Street Address:
City:
State*:
Zipcode:
Phone #*:
What is the Loan Amount? $ 
What is the estimated value of the property? $ 
In which state is the property located?
How will you use the property? as a Home
as a Second or Vacation Home
as a Rental or Investment property
What type of property is this? a Single Family Residence
a Condominium
a Co-operative
a Multiple Unit Building
What is the purpose of the Loan?

Purchase Loans - please select from the following choices

to purchase a property that has been identified
to purchase a property that has not yet been identified

Refinance Loans - please select from the following choices

to refinance my first mortgage at the current balance
to refinance my first mortgage and take cash out of the property
to refinance my first and a second mortgage
to refinance my first mortgage and keep my existing second/home equity line open
Are you willing to document your income? I will document my income for the lender.
I will state my income but will not provide documentation.
Will you consider loans with a Prepayment Penalty? Yes No
Choose the statement that more closely describes you as a borrower: 

I want to pay as little as I can towards interest costs over the life of my mortgage.

If you selected the above choice, will you consider loans with a term less than 30 years (such as a 15 Year Fixed)? These loans provide lower total interest but at a much higher monthly payment.

I'm most concerned about keeping my monthly payments low.

Please estimate how long you plan on keeping this loan:
Which of these statements do you agree with? I expect interest rates to remain stable with only a little inflation.
I think we're entering a period of high inflation with interest rates rising rapidly.
In your other investments, what kind of average percentage returns are you receiving? I generally earn less than 10%.
I usually earn between 10% and 15%.
My portfolio returns well over 15%.
What is your marginal tax rate (i.e., what tax bracket are you in)? %

For further information about payment qualification, please contact us via e-mail or by phone at 800-814-2302




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