Providing this information to AMS is step one in securing your dream. Once this information is submitted to AMS we can begin the process of finding the mortgage that fits your needs. Rest assured that AMS will keep this information confidential.
This form has two parts -Part I will prequalify you for a loan and give AMS an idea of what your financial needs are. -Part II of this form will allow AMS to finalize the loan process and pre-approve you for a loan.
If you have any questions or need help don't hesitate to call or email AMS. We are happy to help you.
Fields with an * are required.
Prequalification & Application Form
Part I
A. Type of Loan You Are looking For
Purpose of loan*
Your name*
Your address*
How long have you been at this address?*
Will there be any one else on the loan with you?*
Yes No
If yes, their name*
Their address
How long at that address?
Relationship to you (Married etc.)
Who is your employer?*
Are you self employed?*
Yes No
How long at this job?*
How long in this line of work?
Gross Monthly Income (Pre-Tax)
Checking and Savings
Retirement (IRA's 401(k) etc.)
Stocks & Bonds
Type of debt
Monthly Payment
Balance due
Property location
Zip code of Property
Property type*
Property use*
Estimated property value e.g. 100000 (estimate OK)
First Mortgage balance on property* e.g. 50000 (estimate OK)
Monthly payment* e.g. 800 (estimate OK)
Interest rate % e.g. 7 (estimate OK)
Are there other mortgages on this property?*
Yes No
Balance of additional mortgages* e.g. 20000 (do not include balance of first mortgage) (estimate OK)
Monthly payment e.g. 800 (estimate OK)
Which mortgage(s) do you wish to refinance?*
How much additional cash do you wish to borrow? e.g. 25000 (estimate OK)
Preferred rate type
Preferred loan term
Are Real Estate Taxes and Homeowner's insurance to be included in this payment?
Yes No
Target sale price of home being purchased
If you know the Property taxes and Home owner's insurance include them here
Property Taxes
Insurance
Maximum monthly payment of new home
Amount of money available for down payment and closing costs
How long do you see yourself living in this property?
Are Real Estate Taxes and Homeowner's insurance to be included in this payment?
Yes No
Do you prefer a fixed rate, ARM, or balloon?
Are there any judgments against you?*
Yes No
Have you ever been declared Bankrupt in the past 7 years?*
Yes No
Are you currently delinquent on any debt?*
Yes No
Are you a US citizen?*
Yes No
Are you a permanent resident alien?*
Yes No
When do you want to close this loan?*
How did you hear about AMS/Brian Sodorff?
What is the name of the referral source?
What is your current loan goal?
E-mail address and/or phone number*
Best time to reach you via phone
Please share any additional information that would assist AMS in meeting your objectives