Home Equity/HELOC | Application Form

HOME EQUITY/HELOC APPLICATION FORM

At Five Stars Capital Group, we are dedicated to providing you with a seamless and efficient loan application process.

Applicant's Data

Full Name

Date of Birth

Home Address

Phone #

Length of Time at Current Address

Email Address

Employment Information

For Employed Individual

Company Name

Employer Address

Job Title

Monthly Gross Income

For Self-Employed Individuals

Business Name

Nature of Business/Industry

Business Address

Monthly Net Income ($)

Tax Identification Number (TIN) or Social Security Number (if sole proprietor)

Financial Information

Real Estate Holdings

Combined Estimated Value of all your real estate holding

Combined Estimated Value of all your Mortgage Balance

Monthly Debt Obligation

Type Of Debt

Combined Amount

Type Of Debt

Combined Amount

Property Information

Year Built

Outstanding Mortgage balance

Property Address (include city, state,and zip)

Purchase Price / Estimated Market Value

Square Footage

Loan Information

Loan Purpose

Desired Credit Limit(HELOC)

Loan Term(Years)

Loan Amount

Desired Funding date

Additional Information

Estimated Credit Score

How much is your combined monthly obligation . e.g for rent, insurance etc

Please share any special requests or important details we should know regarding the property, Loan , your finance, etc.

RELATIONSHIP MANAGEMENT

Client's Name

Member's Name

Your Loan Application has been received. We will be in touch.

Broker/Referral's Name