Mortgage Request Form

Mortgage Request Form - User Guide

Thank you for choosing to use our Mortgage Request Form. This guide will help you understand how to properly complete the form and navigate its features.

Overview

The Mortgage Request Form is designed to collect all necessary information for a mortgage application. It's divided into several logical sections to make the process straightforward.

How to Use the Form

1. Filling Out the Form

• Complete all fields: All sections marked with input fields are required for your mortgage application
• Accuracy is important: Ensure all information is accurate to avoid delays in processing
• Use the tab key: You can navigate between fields using the Tab key on your keyboard

2. Form Sections

Personal Information

• Provide your full legal name as it appears on government-issued ID
• Enter your date of birth in the format MM/DD/YYYY
• Include your complete Social Security Number
• Select your current marital status from the dropdown menu
• Provide a valid email address where you can be contacted

Contact Information

• Enter your current residential address
• Include your city, state, and ZIP code
• Provide both home and mobile phone numbers
• Indicate how long you've lived at your current address
• Specify whether you own or rent your current residence

Employment Information

• Select your current employment status
• Provide complete details about your employer
• Include your occupation or job title
• Enter how long you've been with your current employer
• Disclose your annual income and any additional income sources

Mortgage Details

• Specify the loan amount you're requesting
• Select the purpose of the loan from the dropdown options
• Provide the estimated value of the property
• Indicate your planned down payment amount
• Select your desired loan term

Assets & Liabilities

• List all your financial assets (checking, savings, investments, real estate)
• Disclose all outstanding debts and liabilities (mortgages, loans, credit cards)

Declaration

• Read the declaration statement carefully
• Provide your signature (type your full name)
• Enter the current date

3. Printing the Form

• Click the "Print Form" button at the bottom of the page to generate a printer-friendly version
• The print version is optimized to save ink while maintaining readability
• Review the printed document before submitting it

4. Technical Requirements

• This form works best with modern web browsers (Chrome, Firefox, Safari, Edge)
• JavaScript must be enabled for the print functionality to work
• For the best experience, use a screen resolution of 1024x768 or higher

Tips for Completion

1. Gather documents beforehand: Have your financial documents ready (pay stubs, bank statements, tax returns) to ensure accuracy
2. Take your time: Don't rush through the form - double-check all entries
3. Be consistent: Use the same name and information throughout the form
4. Save a copy: Print or save a copy of the completed form for your records

Privacy and Security

• All information provided is kept confidential
• The form does not save your data automatically - consider completing it in one session
• For security, close the browser window after printing if using a public computer

Troubleshooting

• If fields aren't responding, try refreshing the page
• Ensure your browser is up to date if you experience display issues
• For date fields, use the calendar picker or enter dates in MM/DD/YYYY format

Contact Information

If you have questions about the form or need assistance completing it, please contact our mortgage department at (555) 123-4567 or email mortgages@example.com.