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Loan Officer: Martin Rodriguez 1st call 2nd call PRE Equal Fact Sheet 3rd call Referral Source: Today's Date Borrower SSN DOB Home pH Work pH. Cell pH Email Co Borrower SSN DOB Work pH Cell pH Email
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How to fill out a prequal fact sheet:

01
Start by gathering all the necessary documents and information. This may include your personal identification, financial statements, income verification, and details about any assets or debts you may have.
02
Carefully review the prequal fact sheet and understand the purpose of each section. This may include providing information about your employment history, credit history, and any other relevant details about your financial situation.
03
Begin filling out the prequal fact sheet by entering your personal information such as your name, contact information, and social security number, if required.
04
Move on to the employment section and provide accurate details about your employment history. This may include information about your current job, income, and any other sources of income you may have.
05
Fill in the section that requires you to provide information about your assets, such as any properties you own, investments, or savings accounts.
06
If there is a section dedicated to liabilities, make sure to accurately document any debts you have, such as loans, credit card balances, or mortgages.
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Take some time to review the completed prequal fact sheet and ensure all the information provided is accurate and up-to-date.
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Sign and date the prequal fact sheet as required, indicating that the information provided is true and complete to the best of your knowledge.

Who needs a prequal fact sheet?

01
Homebuyers: Individuals or families who are considering buying a home and need to assess their financial readiness and eligibility for a mortgage loan.
02
Renters: Those who are looking to rent a property and need to provide information about their financial situation to potential landlords.
03
Loan applicants: Applicants who are seeking any kind of loan, such as personal loans or business loans, may be required to submit a prequal fact sheet to demonstrate their creditworthiness and ability to repay the loan.
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The prequal fact sheet is a document that provides key information about a company.
Companies that are looking to do business with specific organizations may be required to file a prequal fact sheet.
The prequal fact sheet can be filled out by providing accurate and up-to-date information about the company's background, financial standing, and relevant experience.
The purpose of the prequal fact sheet is to help organizations assess the capabilities and credibility of potential business partners.
The prequal fact sheet typically includes information such as company details, financial statements, references, and qualifications.
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