Independent Mortgage and Finance

                                  600 Whitehead Street, Key West, FL 33040
                                   Office: 305-294-5105 | Facsimile: 305-294-5354


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Getting Started

 

               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?

Yes
No

  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?

  Are you willing to pay points to lower your interest rate?

Yes
No

  The answer to the following basic questions will help us process your information.

  Marital Status:

  Will there be a co-applicant?

Yes
No

  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?

Yes
No

  What is your gross monthly income?

$

  Have you filed for bankruptcy in the past seven years?

Yes
No

   Are there any outstanding judgments against you?

Yes
No

  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:
 

  (MM/DD/YYYY)

Name of Business:
 

Date of Incorporation or Organization:
 

(MM/DD/YYYY)

*Email required:

Confirm Email:
 

Home Phone:

Work Phone:

Cellular Phone:

Facsimile:

Best time to contact:

Additional Comments:


Home  |  About IMF  |  Your Needs  |  Get Started  |  Financing Topics  |  Photo Gallery  |  Contact Us

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