CASH-OUT REFINANCE

Borrower Information & Preliminary Qualification Worksheet

CASH-OUT REFINANCE – 8 PRELIMINARY QUESTIONS

Are you currently looking to take some cash out of your home's equity?

What are you planning to use the cash for—for example, debt consolidation, home improvements, an investment, or something else?

Do you currently own the property?

Is this your primary residence, a second home, or an investment property?

Approximately how much do you think your property is worth today?

About how much do you currently owe on your mortgage?

Do you know approximately where your credit score stands? Is it around 650 or higher?

How much cash would you ideally like to access from your home's equity?

CALL NOTES / FOLLOW-UP

BPO Name