Mortgage Assessment Form (w/ Co-Applicant)

Mortgage/Loan Purpose

Land Owner

Home Owner

What monthly Mortgage Repayment amount are you comfortable paying?

Primary Applicant

Personal Information

First Name

Middle Name

Last Name

DOB

Day-Month-Year

Gender

Phone Number*

Home Address

Street Address

Village/Town/City

District

Country/Region

Employment Information

Company Name

Job Position

Employment Start Date

Day-Month-Year

Employer Retirement Age

Monthly Salary

Existing Loans

Do you have any current debt?

Yes (Please fill in the details below)

Loan 1

Loan Institution

Loan Start Date

Day-Month-Year

Loan Amount

Monthly Payment

Loan Balance

Loan 2

Loan Institution 2

Loan 2 Start Date

Month/Day/Year

Loan 2 Amount

Loan 2 Monthly Payment

Loan 2 Balance

Loan 3

Loan Institution 3

Loan 3 Start Date

Month/Day/Year

Loan 3 Amount

Loan 3 Monthly Payment

Loan 3 Balance

Credit Card Information

Credit Card Holder

Credit Card Spending Limit ($BZD)

Credit Card Outstanding Balance ($BZD)

Monthly Expenses

Total Monthly Household Expense

Attach Monthly Budget

Download Budget Template HERE.

Additional Monthly Income

Do you have an additional income earner in your household (e.i wife, husband, common-law) ?

Yes

Additional Monthly Income

Please specify your additional monthly income

Source of Additional Income

Assets Owned & Value

Vehicle(s) Owned

Vehicle Value (Total)

Property Owned

Property Value (Total)

Cash/Savings

Household Items/Equipment (Total Value)

Life Insurance Information

Do you have personal Life Insurance?

Yes

Life Insurance Provider

Life Insurance Amount

Additional Insurance Information (Optional)

Critical Health Insurance Provider

Medical Health Insurance Provider

Retirement Insurance Provider

Identification Attachments

Attach ID (Social Security or Passport)

Co-Applicant (C.A.) Information

First Name (C.A.)

Middle Name (C.A.)

Last Name (C.A.)

DOB (C.A.)

Day-Month-Year

Gender (C.A.)

Email (C.A.)

Mobile Number (C.A.)

Home Address (Co-Applicant)

Street Address (C.A.)

Village/Town/City (C.A.)

District (C.A.)

Country (C.A.)

Employment Information (Co-Applicant)

Company Name (C.A.)

Job Position (C.A.)

Employment Start Date (C.A.)

Day-Month-Year

Employer Retirement Age (C.A.)

Monthly Salary (C.A.)

Existing Loans (Co-Applicant)

Do you have any current loan(s)?

Yes (Please fill in the details below)

Loan 1

Loan Institution (C.A.)

Loan Start Date (C.A.)

Month/Day/Year

Loan Amount (C.A.)

Monthly Payment (C.A.)

Loan Balance (C.A.)

Loan 2

Loan Institution 2 (C.A.)

Loan 2 Start Date (C.A.)

Day-Month-Year

Loan 2 Amount (C.A.)

Loan 2 Monthly Payment (C.A.)

Loan 2 Balance (C.A.)

Credit Card Information (Co-Applicant)

Credit Card Institution (C.A.)

Credit Card Spending Limit ($BZD) - C.A.

Credit Card Outstanding Balance ($BZD) - C.A.

Assets Owned & Value (Co-Applicant)

Vehicle(s) Owned - C.A.

Vehicle Value (Total) - C.A.

Property Owned - C.A.

Property Value (Total) - C.A.

Cash/Savings - C.A.

Household Items/Equipment (Total Value) - C.A.

Life Insurance Information (Co-Applicant)

Do you have Life Insurance?

Yes

Insurance Provider

Insurance Amount

Attachments (Co-Applicant)

Attach Monthly Budget (C.A)

Download Budget Template HERE.

Attach ID (C.A.)

Attach copy of a valid Social Security Card or Passport

Mortgage Assessment Form (w/ Co-Applicant)

Primary Applicant

Personal Information

Home Address

Employment Information

Existing Loans

Loan 1

Loan 2

Loan 3

Credit Card Information

Monthly Expenses

Additional Monthly Income

Assets Owned & Value

Life Insurance Information

Additional Insurance Information (Optional)

Identification Attachments

Co-Applicant (C.A.) Information

Home Address (Co-Applicant)

Employment Information (Co-Applicant)

Existing Loans (Co-Applicant)

Loan 1

Loan 2

Credit Card Information (Co-Applicant)

Assets Owned & Value (Co-Applicant)

Life Insurance Information (Co-Applicant)

Attachments (Co-Applicant)

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