Refinance Analysis Form

First/Primary Mortgage:

Please breakdown payment info:

Current PITI (total payment calculated):

$0.00

Second mortgage/other financing:

Do you currently have more than one mortgage on this property (equity line of credit, second mortgage, etc)?
If not, skip to next section. If yes, please complete:

Additional Important Information:

What is your primary goal in refinancing? Prioritize here.

**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

Your Contact Information