Mortgage Intake Form If you like this page, please share it. Please fill out this form to the best of your ability. Please enable JavaScript in your browser to complete this form.Today's Date *Years in Home *Date of Birth (MM/DD/YYYY) *Name *FirstLastAddress *City / State / Zip *Email *Social Security Number *Number of family members in house *Number of dependents *Main Phone # *Is main phone a cell phone? *YesNoSecondary Phone #Is secondary phone a cell phone?YesNoNumber of cars *Number of boats *Number of motorcycles *Race *Black or African AmericanWhiteAsianMulti-RacialOtherEthnicity *HispanicNot HispanicChoose not to respondGender *MaleFemaleChoose not to respondMarital Status *DivorcedMarriedSeparatedWidowedUnmarriedChoose not to respondHousehold Type *Female-headed single parent householdMale-headed single parent householdMarried with dependentsMarried without dependentsSingle adultTwo or more unrelated adultsOtherChoose not to respondVeteran *YesNoIs someone in the home disabled? *YesNoOther mortgages? *YesNoBankruptcy? *YesNoHighest education *PrimaryJunior High/ Middle SchoolHigh School / GEDUniversityGraduate DegreeALL HOUSEHOLD MEMBERS - AGES - INCOMESGive the total number of household members in the box above and then list names, ages, incomes, and frequency of payment for all household members even if they do not earn any income in the boxes below.Head of Household - Name *Age *Gross income *How often paid? *Household Member #2 - NameHousehold Member #2 - AgeHousehold Member #2 - Gross IncomeHousehold Member #2 - How often paid?Household Member #3 - NameHousehold Member #3 - AgeHousehold Member #3 - Gross IncomeHousehold Member #3 - How often paid?Household Member #4 - NameHousehold Member #4 - AgeHousehold Member #4 - Gross IncomeHousehold Member #4 - How often paid?Household Member #5 - NameHousehold Member #5 - AgeHousehold Member #5 - Gross IncomeHousehold Member #5 - How Often Paid?Household Member #6 - NameHousehold Member #6 - AgeHousehold Member #6 - Gross IncomeHousehold Member #6 - How often paid?Household Member #7 - NameHousehold Member #7 - AgeHousehold Member #7 - Gross IncomeHousehold Member #7 - How often paid?Household Member #8 - NameHousehold Member #8 - AgeHousehold Member #8 - Gross IncomeHousehold Member #8 - How often paid?Lender/ Servicer NameInterest %Loan NumberLoan TypeFHAConventionalVAHome Value $Source:Current Monthly Payment $When did you stop paying the mortgage (MM/DD/YYYY)Amount saved towards delinquency $Reason for delinquency *Submit
