Complete Your Questionnaire

To complete your questionnaire just click in the text field below, either type your information in or choose an option from the dropdown list that appears. To advance to the next field just click the small blue-green box with the right facing arrow at the right of the progress bar below. If you need to go back to change an answer you may click the box with the left facing arrow in the progress bar below. Thank you.

First Name *

Last Name *

Are you or any co-borrowers currently a member of the US Armed Forces or were you or any co-borrowers a veteran of the US Armed Forces?

Are you or your co-borrowers eligible for VA Mortgage Loan benefits?

Do you or your co-borrowers already have a copy of your Certificate of Eligibility (COE)?

What Kind Of Mortgage Are You Interested In?

Loan Amount

$

What is the purpose for your refinance?

What is your current monthly payment?

$

Does that include property taxes and home owner's insurance?

How many years do you have left on your loan?

How many years to you want to pay it off in?

How much cash do you need?

$

What will you use the cash for?

How do you use this property?

Are you using the cash out for the down payment?

What type of property do you own?

What amount do you need for your line of credit?

$

How do you intend to use this property?

What property type is this?

Are you or your spouse at least 62 years of age?

Do you need cash out when the loan closes?

How much cash do you need when your loan funds?

$

Do you have a current mortgage you need to pay off?

What is the approximate balance left to pay?

$

Will you live in your property as your primary residence?

What type of home is it?

Do You Currently Own Your Home?

Do You Need To Sell Your Home?

Would you like us to refer you to a great real estate agent?

Are you currently renting?

Do you think your landlord will confirm your current rental payment history?

Are you able to document 2 years of your rental payment history?

How will you use the property you're purchasing?

Which type of property are you interested in?

Do you already have a property picked out?

Subject Property Street Address

Subject Property City

Subject Property State

Subject Property Zip

What is the listing price of the property?

$

Are you working with a real estate agent yet?

Real Estate Agent's Name

Real Estate Agent Phone Number

Real Estate Agent's Email Address

What city or area are you looking for a property if you don't have one picked out already?

What is the maximum monthly payment amount you're comfortable making (including all taxes and insurance)?

$

What down payment amount have you budgeted?

$

How would you rate your credit?

Do you have any bankruptcies, foreclosures, or short sales in the past 7 years? (We can still work with you if you have!)

Which type of credit event did you have?

What was the approximate date of your credit event or chapter 13 discharge?

Any accounts paid over 30 days late in the past 2 years?

What is the total number of times you've paid any account over 30 days late in the past 2 years?

What type of income is your primary source of income?

Have you been employed for the past 2 years without any major gaps (it doesn't need to be with the same employer)

If you have a gap in your employment history then we can still work with you. Was the gap in your employment in the past 2 years caused by the COVID-19 Pandemic?

Do you have documentation showing the employment history gap was caused by the COVID-19 pandemic shutdown?

What was the cause for the employment history gap?

Can you provide documentation for the cause of your employment history gap?

Have you been self-employed for a minimum of 2 years?

Can you document your self-employment income with either 2 consecutive years of tax returns and a letter from your tax preparer or 12 months of bank statements and a letter from your tax preparer?

Which of the following is your income type?

Which type of permanent disability income do you receive?

Do you own any other real estate?

Phone *

Email *

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Office: 6 Centerpointe Dr, Suite 700, La Palma, CA, 90623

Call (949) 806-3709

Email: jeff@ocmortgagedude.com

Site: www.TheOCMortgageDude.com

The OC Mortgage Dude is a DBA of Jeffrey Wood, NMLS 849270, DRE 01921393, who is licensed under Rapid Capital Funding, PC NMLS 902784 DRE 01911655 1 Park Plaza, Suite 600, Irvine, CA 92614

Complete Your Questionnaire

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