Client Consultation Checklist

How did you hear about us?

Facebook

TikTok

Google

Referred by Someone

What are your main objectives in seeking a home loan?

Housing Status *

Rent

Own

Live Rent-Free

How long have you been renting? *

How much is your monthly rent? *

$

How do you pay rent? *

Have you made timely rent payments in the last 12 months? *

Yes

No

Street Address *

City *

State *

Postal code *

How long have you lived at this address? *

Employment

Full Time

Part Time

Start Date: Month & Year *

Job Title/Position *

Length of Time in Line of Business *

If you have been with your current employer for less than 2 years, please provide details of your previous employment

Have you been with this company for at least 2 years? *

Yes

No

Company Name *

Company Address *

Gross Monthly Income (before taxes): *

$

How much money have you set aside for purchase of new home? *

$

How are those funds being held? *

Savings/Checking

401k/Retirement

Gift Funds

Cash not Deposited

Have those funds been seasoned for at least 60 days?

Yes

No

Borrower 2 Full Legal Name *

Borrower 2 Date of Birth *

Borrower 2 SSN *

Borrower 2 Credit Score *

Borrower 2 Source of Income *

Borrower 2 Gross Annual Income *

$

Do you have another co-borrower? *

Yes

No

Borrower 3 Full Legal Name *

Borrower 3 Date of Birth *

Borrower 3 SSN *

Borrower 3 Credit Score *

Borrower 3 Source of Income *

Borrower 3 Gross Annual Income *

$

Best Time to Reach You *

Full Name *

Email *

Phone *

Is there anything else you'd like to add in relation to your home purchase?

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YES, I ACCEPT

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Client Consultation Checklist

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Guaranteed Rate

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© 2025 | All Rights Reserved by

Guaranteed Rate

Privacy Policy | Terms of Service