Buyer Financial Overview and Worksheet

This worksheet will help you organize your income and expenses, and be ready to give this information to your loan representative.  They will then be able to pre- qualify/ pre-approve you for your home loan.

Total Annual Income:

Total Salaries:    __________
Bonuses:            __________
Interest Income: __________
Dividends:          __________
Other Income:    __________
Total:                    _________
             
Total Monthly Expenses:

Real Estate Loans:        __________
Auto Loans:                     __________
Alimony/Child Support: __________
Credit Cards:                  __________
Insurance Premiums:    __________
Taxes:                              __________
Other Expenses:            __________
Total:                            __________


Assets:

Cash on Hand:            __________

Savings Account:                 ___________
Checking Account:               ___________
Life Insurance Cash Value: ___________
Real Estate Owned

      Market Value                   ___________

Stocks, Bonds, Securities    ___________

Vested Interest in       
      Retirement Fund           ___________
Automobiles- market
      value                               ___________
Other                                     ___________
Total:                                                ______________ 

Other Liabilities:

Real Estate Loans:             ___________
Auto Loans:                         ___________
Credit Cards:                      ___________
Taxes Due:                         ___________
Other:                                   ___________
Total:                                    _________________