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Conventional 30 Year Fixed Rate

Rate

Price

Cost

Payment

FHA 30 Year Fixed Rate

Rate

Price

Cost

Payment

VA 30 Year Fixed Rate

Rate

Price

Cost

Payment

USDA 30 Year Fixed Rate

Rate

Price

Cost

Payment

Loan Dashboard

Purchase Refinance

Borrower Name Purchase Price Down Payment Base Loan Amount Credit Score

Monthly Income Rev Payments Installment Payment Other Payments Desired Payments

Rate (%) Term (Years) Funding Fee: Veteran Fee Exempt

Choose Loan:

Guide:

Payment:

Payment Breakdown

Principal & Interest

Taxes & Insurance

Program Fee

Base Loan Amount

Total Loan Amt:

Credit:

Loan Limit:

DTI:

Conventional

N/A

FHA

N/A

Good

USDA

N/A

Consultation Worksheet

Borrower Information Name Date Of Birth Phone # Email Marital Status

Transaction Information Type Of Transaction Desired Sales Price Payment Limits Down Payment Amount Working With Realtor

Asset Information Bank Estimated Balance Bank Estimated Balance

Employment Information Need last 24 months of employment

Employer Name Position/Title How Long At This Job Income

Add More Employment

Residence Information Need last 24 months of residence history

Current Address How Much For Rent How Long At This Address Phone #

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Other

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