600 Whitehead Street, Key West, FL 33040 Office: 305-294-5105 | Facsimile: 305-294-5354
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Please complete the following questionnaire in order to start.
One questionnaire should be completed for each 10% or greater owner of the acquiring entity.
What is the purchase price of the property? Or (How much do you plan to spend?)
$
How much will you be putting down? (Include cash in your bank account and all liquid assets, such as stocks and bonds and gift contributions from relatives or friends.)
If yes, have you an executed Contract of Sale?
Yes No
Have you three years of tax returns and financial statements from the business you will buy?
When do you anticipate closing?
(MM/DD/YYYY)
Check all that apply:
Construction Long-term Finance Equity
Do you prefer a Fixed or Adjustable Rate?
Fixed Adjustable
What is the desired term?
5 10 15 20 30
Are you willing to pay points to lower your interest rate?
The answer to the following basic questions will help us process your information.
Marital Status:
Single Married Divorced Separated Widowed
Will there be a co-applicant?
Please tell us about your current work status:
Employed Un-employed
Current Occupation:
How long have you been at your present job?
Are you self-employed?
YesNo
What is your gross monthly income?
Have you filed for bankruptcy in the past seven years?
Are there any outstanding judgments against you?
Please complete the following information so that an IMF representative can contact you with a customized rate quote.
First Name:
M.I.
Last Name:
Street Address:
City, State, and Zip:
Social Security Number:
Date of Birth:
Name of Business:
Date of Incorporation or Organization:
*Email required:
Confirm Email:
Home Phone:
Work Phone:
Cellular Phone:
Facsimile:
Best time to contact:
Additional Comments:
Independent Mortgage and Finance 600 Whitehead Street, Key West, FL 33040 Office: 305-294-5105 | Facsimile: 305-294-5354 E-mail: BG@KeysMortgages.Com B.G. Carter, Principal Representative