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First Step Buyer Homework You are taking your first step necessary in your home buying process. Please complete and  return your Buyer Interview Questionnaire as soon as possible I look forward to working  with you as we look to find your home.  Happy house hunting and buying, 

Tammy Buyer Interview Questionnaire  … Complete and Return   

Financing  … Lender Questionnaire (For your Lender)  … Loan Approval Letter    …Yes  …No  Appointment. Date _________  … Loan Application Process Started  …Yes  …No  Application Date _________   

Provide Copies   … Drivers Licenses  … Rental Agreement If Applicable  …  Current Contract if selling a home (for Contingent Offer) If Applicable 

  Check the box for professional service information and recommendations will be provided. 

Professional Services  … Mortgage Lender  

… Environmental 

… Attorney 

… Lead Base Paint  

… Home Inspector 

… Radon  

… Home Owners Insurance 

… Survey  

… Roof 

… Title Search 

… HVAC  

… Zoning 

… Plumbing  

… Clue Report 

… Pool 

… Home Warranty Repairs  

… Irrigation 

… Termite 

… Security/Sound 

__________Initial __________ Date 

 

__________Initial _________ Date 

Phone: 704‐236‐2239 | Fax: 704‐749‐2391 | Email: tammy@tammyroten.com  Helen Adams Realty‐Ballantyne | 15235 John J. Delaney Drive | Charlotte, N.C. 28277

www.TammyRoten.com

5/29/2011

 


Loan Application Checklist   *This list is a guideline only. Ask your lender if there is additional information required before you meet. 

Three most recent monthly bank statements

Three most recent paychecks

Past Year’s W-2s

Copy of SS Cards, Borrower and Co Borrower

Copy of NC Drivers Licenses, Borrower and Co Borrower

List All Checking Account Information

List All Saving Account Information

Credit Card Account Information

Identify Past or Present Credit Concerns

Example any large deposits or withdrawals within the past 3 months

Identify any deposits or withdrawals expected during the buying process

  Phone: 704‐236‐2239 | Fax: 704‐749‐2391 | Email: tammy@tammyroten.com  Helen Adams Realty‐Ballantyne | 15235 John J. Delaney Drive | Charlotte, N.C. 28277 

www.TammyRoten.com

5/29/2011 


Lending Questionnaire Lender Information: The intended of this document is to help you start your loan application process. Consult your lender for additional documents required. Be prepared to pay for a credit check report an application fee. ESTIMATED CLOSING DATE: ______________ REAL ESTATE AGENT ________________________________ Borrower ________________________________ Social Security Number ________________________________ Address _________________________________ Email address _____________________________ City ________________________________State _________Zip _________Date of Birth ____________ Employer _______________________________________ Years _____ Self-employed Yes ( ) No ( ) Gross Monthly Income _____________ Overtime ___________ Commissions __________ Bonus ____________ Home Phone _____________________ Work Phone _________________________

Borrower ________________________________ Social Security Number ________________________________ Address _________________________________ Email address _____________________________ City __________________________________________State _________Zip _________Date of Birth ____________ Employer _______________________________________ Years _____ Self-employed Yes ( ) No ( ) Gross Monthly Income _____________ Overtime ___________ Commissions __________ Bonus ____________ Home Phone _____________________ Work Phone _________________________

Loan Amount__________________ Loan Type__________________ Term __________________ Rate_____ Approximate Sales Price__________ Down Payment Amount Saved__________________ Assets: Savings $__________Checking $____________401k $____________Money Market $_______________ Payroll deducted loans_____________ Child support or alimony____________W-2’s_____ Rent Pmt_____________ Rent History_____ 3 Months Bank Statements_____3 Mth Payroll Stub_____ Copy of Divorce Decree_____ Provide Copies of each Checking and Savings Account. Explain any current deposits or withdrawals. Consult your lender before making a large purchase or deposit. Do not move money from your individual accounts without consulting your lender.

Do You Have a Home to Sell? Yes ( ) No ( ) Actively Listed Yes ( ) No ( ) Under Contract Yes ( ) No ( ) List Price of Current Residence ________________Under Contract Price of Current Resident________________ Projected Closing Date_______________ Closing Attorney_________________________ Selling Agent_________________________ Borrower_____________________________________ Co-Borrower_________________________________ Signature_________________________________

Signature_________________________________

Date________________

Date________________   Phone: 704‐236‐2239 | Fax: 704‐749‐2391 | Email: tammy@tammyroten.com  Helen Adams Realty‐Ballantyne | 15235 John J. Delaney Drive | Charlotte, N.C. 28277

www.TammyRoten.com

5/29/2011


Charlotte Area Websites Utilities Duke Power: www.duke-energy.com Piedmont Natural Gas: www.piedmontng.com City of Charlotte(water/sewer): www.charmeck.org AT&T: www.bellsouth.com Windstream Communications: www.windstream.com PSNC Energy: www.psncenergy.com Concord NC Utilities: www.ci.concord.nc.us Huntersville NC Utilities: www.huntersville.org York County, SC Utilities: www.yorkcountygov.com Electricities Power Coop: www.electricities.com Gaston County Utilities: www.gaston.org Rock Hill, SC Utilities: www.ci.rock-hill.sc.us

Community Charlotte Visitors Bureau: www.charlottesgotalot.com Charlotte Chamber: www.charlottechamber.com Charlotte NC News(Char Observer): www.charlotteobserver.com Charlotte Business Journal: www.charlotte.bizjournals.com Local Charlotte TV & Events: www.wsoctv.com Charlotte’s Historic Districts: www.historiccharlotte.org Discovery Place: www.discoveryplace.org Imaginon Children’s Museum: www.imaginon.org Mint Museum of Art: www.mintmuseums.org Charlotte Symphony: www.charlottesymphony.org NASCAR Hall of Fame: www.nascarhall.com Arts & Science Council: www.artsandscience.org North Carolina Tourism: www.nccommerce.com Charlotte Crime Statistics Map: www.cmpdweb.org Charlotte Area Restaurants: www.urbanspoon.com

Sports NFL Carolina Panthers: www.panthers.com Charlotte Motor Speedway: www.charlottemotorspeedway.com NBA Charlotte Bobcats: www.nba.com Quail Hollow PGA Golf Championship: www.quailhollowchampionship.com NASCAR Hall of Fame: www.nascarhall.com Charlotte Checkers Hockey: www.gocheckers.com Charlotte Knights AAA Baseball: www.charlotteknights.com US National Whitewater Center: www.usnwc.org

Children Charlotte Youth Sports: www.charlotteyouthsports.com Children’s Sports and Camps: www.champsportsinfo.com After School Programs & Summer Camp(ASEP): www.cms.k12.nc.us Search for Day Care Facilities in NC: www.ncchildcaresearch.dhhs.state.nc.us Website for Charlotte Area Parents: www.momscharlotte.com Kids in Charlotte - Website for Parents: www.kidsincharlotte.com Charlotte, NC Area Children’s Playgroups: www.meetup.com - topic of interest: “Charlotte Children”

Parks and Playgrounds - Interactive Map: www.charmeck.org Charlotte Public Libraries: www.plcmc.lib.nc.us Dan Nicholas Park: www.dannicholas.net Animal Park Zoo - Lazy Five Ranch: www.lazy5ranch.com ImaginOn Children’s Museum: www.imaginon.org Discovery Place Museum: www.discoveryplace.org Charlotte Nature Museum: www.charlottenaturemuseum.org Indoor Play Center near Charlotte, NC: www.plazafiestacarolinas.com Charlotte Trolley and Museum: www.charlottetrolley.org Carowinds Amusement Park: www.carowinds.com

Healthcare Carolinas Medical Center: www.carolinashealthcare.org Presbyterian Hospital: www.novanthealth.org Carolinas Medical Center - Mercy: www.cmc-mercy.org Lake Norman Regional Medical Center: www.lnrmc.com Presbyterian Orthopaedic Hospital: www.presbyterian.org/health_services/orthopaedics Carolinas Medical Center - University: www.cmc-university.org Carolinas Medical Center - Northeast: www.cmc-northeast.org Presbyterian Hospital Huntersville: www.presbyterian.org/about_us/presbyterian_huntersville Presbyterian Hospital Matthews: www.presbyterian.org Carolinas Medical Center - Pineville: www.cmc-pineville.org Carolinas Medical Center - Union: www.cmc-union.org Gaston Memorial Hospital: www.gastonhealthcare.org Carolinas Medical Center - Lincoln: www.lincolnmedical.org Piedmont Medical Center (Rock Hill): www.piedmontmedicalcenter.com

Banks Bank of America: www.bankofamerica.com BB&T: www.bbt.com Wells Fargo: www.wellsfargo.com RBC Centura: www.rbcbankusa.com Fifth Third Bank: www.53.com Park Sterling: www.parksterlingbank.com

Taxes & Government Mecklenburg County Taxes: www.charmeck.org Charlotte Property Tax Info: www.charmeck.org City of Charlotte Info: www.charmeck.org Charlotte Government: www.meckboe.org Community Crime Information & Maps: www.cmpdweb.org Flood Insurance: www.fema.gov Environmental Concerns: www.epa.gov Federal Housing Information: www.hud.gov Census Data: www.census.gov Fair Housing Information: www.hud.gov Fannie Mae: www.fanniemae.com VA Loan Information: www.benefits.va.gov Driver’s License/NC DMV: www.ncdot.org


Loan Application Checklist  

Loan Application Checklist

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