Erin Mortgage

Current Principal Balance:

Interest Rate:

Date you obtained this loan (when did you close?):

Type of Loan

If other, please specify

Is this loan a

Which mortgage company do you make your payments to?

Principal & Interest:

Mortgage Insurance (if not applicable, write “NA”):

Tax/insurance Escrow:

Current PITI (total payment calculated):

Was this second mortgage used to buy the home at the time of your original purchase?

Is it a:

If this is an equity line, what is the credit limit?

Current Principal Balance:

Interest rate:

Minimum monthly payment:

Is this loan a:

To which lender do you make your monthly payments?

Address of the property for this loan:

Type of property

Property Occupancy

How long do you intend to stay in the home/ keep the new mortgage if you refinance?:

If you chose cash out - how much cash out? :

If you chose Shorten The Term Of The Loan - are you willing to consider increasing your monthly payment to shorten the loan?

If you chose cash out - for what purpose?:

Current estimated value (what are other homes like yours selling for in the immediate area?):

What date did you buy this property:

Purchase price:$

Do you have any specific loan products in mind for your refinance (fixed rate, ARM, balloon, etc)?:

Please estimate your credit score:

**NOTE: I will not pull a credit report until and unless you decide to proceed with refinancing as doing so will impact your score. Interest rates are based on credit scores, so I will use your estimate to prepare the analysis. If this is left blank, I will assume the credit score is 740+ for the analysis

Any other important/pertinent information you’d like me to know/take into consideration as I evaluate your options:

Name:

Email:

Phone:

Refinance Analysis Form

First/Primary Mortgage:

Second mortgage/other financing:

Additional Important Information:

Your contact information: