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Franklin Financial Group, Inc.
755 Maidstone Court, Cincinnati, OH 45230
Phone: (513) 231-4927 Fax: (513) 231-5094
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.) $____________
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