27 Questions TO GET AN ACCURATE MORTGAGE RATE QUOTE
Better Answers = Better Quote = Better Results The more we know up front, the more accurate your rate quote will be. These 27 questions help us build the right loan strategy for YOU.
KNOW MORE. SAVE MORE. CLOSE SOONER.
ABOUT YOU (1-9) 1
What is your legal name?
2
What is your Social Security number?
3
What is your date of birth?
4
What is your current address?
5
How long have you lived there?
6
What is your phone number?
7
What is your email address?
8
Are you a U.S. citizen or permanent resident?
9
Will this be your primary residence, second home, or investment property?
EMPLOYMENT & INCOME (10-18) 10 10 Who is your current employer? 11
What is your job title?
12
How long have you been employed in this role?
13
How long have you been with this employer?
14
What is your gross annual income?
15
Do you have any additional sources of income? (Bonuses, comissions, rental income, etc.)
16
Are you self-employed or a business owner?
17
Have you changed jobs in the last 2 years?
18
Can you provide recent pay stubs and W-2s or tax returns?
THE PROPERTY (19-23) 19 What type of property are you purchasing? (Single family, condo, townhouse, manufactured, etc.) 20 What is the purchase price? 21
What county and city is the property located in?
22 Will the property be owner-occupied or investment? 23 Are there any HOA dues? If so, how much?
FINANCIAL PICTURE (24-27) 24 What is your estimated credit score? 25 Do you have any outstanding debt? (Auto loans, student loans, credit cards, etc.) 26 How much do you have available for a down payment and closing costs? 27 Have you had a bankruptcy, foreclosure, or short sale in the past 7 years?
WHY THIS MATTERS
More Accurate Rate Quote
Faster Pre-Approval Rates
Better Loan Options
Stronger Offer, More Confidence
YOUR GOALS OUR PRIORITY. We take the guesswork out of your financing so you can focus on what matters most to you.
SCHEDULE A STRATEGY CALL TODAY!
Let’s Build Your Future Together!
First Last
Loan Consultant | NMLS# 123456
000.000.0000
First.Last@NAFinc.com NAF.com/FirstLast
Equal Housing Opportunity. © 2026 New American Funding, LLC. NMLS #6606. nmlsconsumeraccess.org. Corporate office 1 MacArthur Place, Suite 800, Santa Ana, CA 92707 www.newamericanfunding.com. Phone: (800) 450-2010. 08/2026