Franklin Financial Group, Inc.

755 Maidstone Court, Cincinnati, OH 45230

Phone: (513) 231-4927 Fax: (513) 231-5094

Email address: kary@franklinfinancialgroup.com

Please complete this Customer Information Sheet and either fax or email it to us to begin the mortgage consultation process

Borrower________________________ Co-Borrower_______________________

Street ___________________________________ City_____________State________

County_____________________ Zip ____________ Telephone ______________________

Work Number(s) ___________________________ Cell _____________________________

Email address: ___________________________________________________

How long have you owned/rented your home? _______ Purchase Price $_________________

What is the estimated current Market Value? $____________________

Who is your First Mortgage with? ______________________ Rate_____ % Fixed / Variable /

Balloon / ARM Mortgage/Rent Payment__________ T/I included? Yes / No Taxes______/ year

Insurance________/ year First Mortgage Balance $________________

Original Term _______ Years remaining on the loan ­­________

Do you have a Second Mortgage? If yes, with whom? ____________________ Rate_____ %

Fixed / Variable / Balloon / ARM Payment_________ Second Mortgage Balance $___________

Original Term _________ Years remaining __________

Do you own more than 1 property? Y / N  (If yes, complete the property addendum below)

 

(B) Employer_________________________ How long?_______ Annual Wage$______________

Position___________________

(C) Employer_________________________ How long?_______ Annual Wage $_____________

Position___________________

Do you have any additional income? _________________________________

Are you current on your all of your accounts? _________

Have you ever filed for bankruptcy? ________ CH. 7 or CH. 13? When discharged? ________

Do you want cash out? ___________ Purpose _______________ Amount $ ____________

Borrower’s Social Security # _________________ Birthdate ____/____/____ Yrs School _____

Co-borrower’s Social Security # ______________ Birthdate ____/____/____ Yrs School _____

No. of Dependents & ages: ____________________

Bank Account: checking/savings $ _________________

Bank Account: checking/savings $ _________________

401k/IRA/Money Market/Other $______________________

401k/IRA/Money Market/Other $______________________

***Permission to pull credit? Y / N      Borrower’s Signature X__________________________

                                            Co-Borrower’s Signature X____________________________

***Best time and method to contact you __________________________

(Purchases only)

New property address: ________________________________________________

(include county)         ________________________________________________

Purchase price: $ _________________________________________

Amount for down payment: $ _______________________________

Comments:

____________________________________________________________________________

____________________________________________________________________________

 

(PROPERTY ADDENDUM - To be used for each additional property owned)

  •  ____________________________ , ____________, ______, _________. ________

                     Street Address                          City           State         Zip          County

Type: SFR , Duplex , 3-4 Unit , 5+ unit, Commercial property

Other (explain)__________________

Occupancy: Owner Occupied, Second Home, Investment Property

Gross Monthly Rent: $ _________________

Market Value of Property: $ _____________________

Mortgage Company(s) with liens on the property: ____________________________________

Monthly payment(s): ___________________ Balance(s): ______________________________

Are Taxes and/or Insurance escrowed into your monthly payment on this property? Y / N.  

Annual amounts for each: Taxes: $_____________ Insurance: $______________

Additional monthly expenses for this property (HOA fees, maintenance, etc.) $____________

 

We are proud to announce that we made the Business Courier 2008 Book of Lists as one of the Largest Tri-State Residential Mortgage Lenders

 

 

Franklin Financial Group, Inc is a proud member of the TotalChoice Network, LLC. The TotalChoice Network  provides individual consumers with multiple resources to choose from to help them achieve their financial goals. Companies and HR departments are able to utilize the tools necessary to meet daily business needs and answer employee questions all in one place.

With today’s difficult economy what could be easier than having one place to obtain trusted advice to help you create the right financial blue print. TotalChoice Network puts these tools right at the consumers’ fingertips. From new college graduates to those entering retirement, our network of professionals will offer individuals and families a wealth of products and services to meet all of their needs and help answer all of their financial questions.

TotalChoice Network

Franklin Financial Group, Inc is proud to partner with Majestic Security, LLC to offer IDENTITY THEFT PROTECTION AND RESTORATION. Identity theft has become the number one white-collar crime in America. At the rate this crime is growing, it is not a matter of "IF" you will become a victim, but rather "WHEN" you will become a victim. Every American needs to be protected! To learn more about how to protect you and your family, please click on the link below. Contact Franklin Financial Group, Inc for special pricing options available.

   
      

 

Franklin Financial Group, Inc. is a strong supporter of the Cystic Fibrosis Foundation.  To learn more or to make a donation, please click on the link above.  

 

                                               

 


                                      

Franklin Financial Group is Licensed and Regulated by the State of Ohio, Department of Commerce, Division of Financial Institutions, Certificate No: MB.802894.000;  the State of Florida, Office of Financial Regulation, Audit No: MBB 0701709; the Commonwealth of Kentucky, Office of Financial Institutions, File No: 20297. NMLS # 1194

 

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