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  Preferred Professionals     Nicholas J. Barta     MA License: MB2415 

Home Loan Guide - Purchase Wizard

Welcome to your Purchase Wizard. This Wizard is designed to enable you with the opportunity to determine what Purchase Programs are best for you.

Will this be your first time purchasing a home?

Yes No

What is the intention of this loan purchase?

Primary Residence Vacation Home Investment Property

For what duration will you keep the property?

2 years or less 5 years or less 10 years or less 30 years or less

What is the loan amount you are targeting?

What is the estimated range for your down payment?

Zero Down $10,000 or less $10,001 - 20,000 $20,001 - 30,000 $30,001 - 40,000 $40,001 - 50,000 $50,000 or more

In regards to your monthly payment, what is the most vital to you?

A consistent payment The lowest payment possible Flexible terms Building equity

Are you considering an adjustable rate, fixed rate, or other program?

An adjustable rate Fixed rate Learning other options

Will you be the primary borrower?

Yes No

Will there be a co-borrower?

Yes No

How is your credit history?

Excellent Good Poor Very Poor Unsure

How is your mortgage payment history?

Never made a late payment Some late payments in last 2 years Some 30+ day late payments Foreclosure

How long have you been with your current employer?

If you are self-employed, for how long have you been self-employed?

What are your gross monthly expenses?

What is your estimated monthly gross income?

What is the estimated value of your assets?

Type of property

Single family Condo Multi-family Other

Address of the property you are considering:

Street:

City:

State:

Choose a State Alaska Alabama Arkansas Arizona California Colorado Connecticut DC Delaware Florida Georgia Hawaii Iowa Idaho Illinois Indiana Kansas Kentucky Louisiana Massachusetts Maryland Maine Michigan Minnesota Missouri Mississippi Montana North Carolina North Dakota Nebraska New Hampshire New Jersey New Mexico Nevada New York Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Virginia Vermont Washington Wisconsin West Virginia Wyoming

Zip Code:

Receiving your Home Loan Guide results.

First Name:

Last Name:

Email:

Phone:

Reach us at: