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PRE-QUALIFICATION WORKSHEET Realtor Information Realtor s Name: Office: Address: Phone: Fax: Buyer Information Buyer Name: Address: City: State: Zip: Phone: (H) (W) Email: Co-Buyer(s) Name: Address:
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How to fill out pre-qualification worksheet

How to fill out a pre-qualification worksheet:
01
Begin by collecting all the necessary financial information, such as your income, expenses, and debts.
02
Fill in the appropriate sections of the worksheet with accurate and up-to-date financial details. This may include providing information about your employment history, current income, and any outstanding debts or loans.
03
Make sure to include any additional information that may be required, such as proof of income, bank statements, or tax returns. These documents can help support the information provided in the worksheet.
04
Double-check your entries to ensure accuracy and completeness. It is crucial to provide accurate information to avoid any potential issues during the pre-qualification process.
05
Once you have filled out the worksheet to the best of your ability, review it carefully and make any necessary corrections or updates.
06
Finally, submit the completed pre-qualification worksheet to the appropriate party, such as a lender or financial institution, as required.
Who needs a pre-qualification worksheet:
01
Prospective homebuyers: Individuals who are considering purchasing a home and require a mortgage loan often need to fill out a pre-qualification worksheet. This document helps lenders assess the borrower's financial situation and determine the maximum loan amount they may qualify for.
02
Individuals seeking financing options: Apart from homebuyers, individuals who need financing for other purposes, such as personal loans or business loans, may also be required to fill out a pre-qualification worksheet.
03
Mortgage lenders or financial institutions: These entities require pre-qualification worksheets to evaluate the creditworthiness and financial capacity of potential borrowers. By assessing the information provided in the worksheet, lenders can determine whether an individual or household qualifies for a loan and at what terms.
Overall, anyone looking to obtain a loan or assess their financial eligibility for a particular purpose may need to complete a pre-qualification worksheet.
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