Broadway Bank
Personal Banking


Mortgage Loan Analysis


Please complete this quick and easy step to pre-qualification

INFORMATION ABOUT APPLICANT
Last Name* First Name* MI
Social Security Number*
Date of Birth* Age
Home Number*
Work Number
Cell/Mobile Number
Email*
Present Address*
City* State* Zip*
Previous Address
City State Zip
Present Employer
Position
Start Date

*REQUIRED FIELDS
INFORMATION ABOUT CO-APPLICANT
Last Name* First Name* MI
Social Security Number*
Date of Birth* Age
Home Number*
Work Number
Cell/Mobile Number
Email*
Present Address*
City* State* Zip*
Previous Address
City State Zip
Present Employer
Position
Start Date

*REQUIRED FIELDS (if submitting with a co-applicant)
GROSS ANNUAL INCOME
  Applicant Co-Applicant
Base $ $
Bonuses-Overtime1 $ $
Commissions1 $ $
Dividends/Interest1
(One total amount)
$ $
Other $ $
Source of other income
1Average of the last two years.
(Note: Alimony, child support, or separate maintenance income need not be revealed if you do not choose to have it considered for pre-qualification purposes.

LIABILITIES
  Monthly Balance
Mortgage $ $
Rent $ $
Other Real Estate $ $
Installment Loans $ $
Credit Cards $ $
Student Loans $ $
Personal Loans $ $
Alimony/Maintenance
(One total amount)
$ $
Child Support $ $
ASSETS/OTHER
Stocks/Mutual Funds
(One total amount for this category)
$
Equity in Real Estate $
IRA/401K/SEP Plan
(One total amount for this category)
$
Savings/Checking/Money Market
(One total amount for this category)
$
Do you have any outstanding judgements?
Have you filed bankruptcy in the last 7 years?
I am hoping to keep my monthly payments to no more than $
Do you have good credit?
If No, please check why: Foreclosure
Slow pays in the last two years
Collections
Judgements
Are you a veteran?
Your current residence; do you
For how long?  Years
 Months
Are you working with a Realtor?
If Yes, who
*What is the purpose of this loan?
*Are you a current customer of Broadway and/or Eisenhower Bank?
If Yes, what branch?
Comments?

*REQUIRED FIELDS
 
ACKNOWLEDGEMENT
I/We acknowledge and agree that this application is for pre-qualification purposes only and that the information provided in this application along with a credit report are the only criteria that will be used to evaluate my/our pre-qualification status.  I/We further agree upon my/our request Broadway Bank will begin a formal mortgage loan application for a specific property and loan amount.  I/We authorize Broadway Bank to verify my/our credit history through credit bureau reports.
 
 


Broadway Bank
1177 NE Loop 410
San Antonio, Texas 78209
210.283.6690
800.531.7650
Fax 210.283.6723
broadwaybank.com


Your privacy is important at Broadway Bank.
Please view our Privacy Policy for Details.

Thank you for allowing Broadway Bank to assist you with your real estate loan. You have completed the first step in the process by completing the Mortgage Loan Analysis form. One of our experienced loan officers will review this information along with your credit report and contact you regarding your pre-qualification for a mortgage.

The next step is completing the mortgage loan application. You can reduce the processing time by having the following information available for your loan officer.

INCOME DOCUMENTS

  1. Last 30 days of paystubs.
  2. If self-employed we need the following: Previous 2 years complete personal and corporate tax returns with all schedules attached.
  3. If including income from Social Security, Disability, Retirement, or Divorce we need to obtain applicable Award Letters.
  4. If receiving rental property income, we need to obtain any applicable rental agreements.
ASSET DOCUMENTS

  1. Latest two months bank statements
  2. Latest investment account statements, all pages are needed.
OTHER ITEMS

  1. Copy of earnest money contract on subject property.
  2. Copy of earnest money contract on property to be sold or final Settlement Statement on recently sold property.
  3. Complete divorce decree, if applicable.
  4. A copy of all borrower's drivers license.
IF YOU ARE REFINANCING

  1. Settlement statement (HUD-1) from previous loan closing.
  2. Survey.
  3. Copy of Homeowner's Insurance Policy
  4. Monthly Statement or Coupon Book from current mortgage lender(s).
If you have any questions, please call the Mortgage Department at:
210.283.6690 or 800.531.7650 outside of San Antonio




BroadwayBank

210.283-6500 • Outside San Antonio call toll-free 800.531.7650

Telephone Banking Center (Service Representative) 210.283.6611
24 Hour TeleBank (Access Your Account) 210.283.6505

Equal Housing Lender