TX mortgages : TX mortgage rates and home loans

Legacy's "Mortgage Fitness" Check-Up

Please complete as much information as possible, but do not delay
sending the information even if you do not know all of the answers.
To get a complete picture of your needs, we will need to pull a credit
report with your authorization.

Credit Report

*Pull credit report (yes or no):
*Social Security #:
*Date of Birth:

Contact Information

*Name:
*Email:
*Phone:
Work Phone:
Cell Phone:
*Street Address:
*City:
*State:
*Zip:
Co-Borrower's Name:
Co-Borrower's Social Security #:

Purpose of Refinance

Children's Educational funds/needs:
Decrease fixed monthly expenses:
Cash-out refinance:
Reduce overall cost of your loan:
Increase investment account balances:
Buyout of former spouse:

Current loan program

*Fixed or Adjustable Rate Mortgage:
*Conventional, FHA or VA:
*Current home value:
*Approximate loan balance:
*Current interest rate:
*Current terms (15 year, 30 year, etc.):
*Total monthly loan payment:
*Current payment include taxes & insurance?:
Paying Private Mortgage Insurance?:

Employment/asset information

*Employer:
Job title:
*Gross monthly income:
# of years on this job:
# of years in this line of work:
$ in checking and savings:
$ in 401(k):
$ in IRA's:
other $:
Co-borrower's Employer:
Co-borrower's Job Title:
Co-borrower's gross monthly income:

Note: Fields with an * are required

Legacy Financial, Inc. 1205 W. Abram Street Arlington, TX 76013-6376

Phone: Toll Free Phone: Fax: