Questionnaire

ENTER YOUR INFORMATION BELOW. IF YOU HAVE ANY QUESTIONS, PLEASE CALL (956)482-1885.

* Indicates required field

1. Name *

First

Last

2. Email *

3. Address *

Line 1

Line 2

City

State

Zip Code

Country

4. Phone Number *

5. DOB *

6. Marital Status *

Married Single

7. Name of Employer, Name of Position, Number of Years *

8. I have been working for: *

More than 1 Year Less than 2 years More than 2 years, with the same company More than 2 years, but in a different employers or work places More than 2 years, but I went from W2 to 1099 or Vice-Versa I am Retired I did not work. I am disabled, housewife, etc...

9. My Employer Supervisor's Name, Phone Number, and/or Email Address: *

10. How Often Do You Get Pay ? *

Weekly Every 2 Weeks Every Month Other Payment Format

11. My Pay is: *

Per Hour - I get pay by the HOUR. Salary - I get pay based on a SALARY Retired, Investments, Savings, OTHER Funds

12. My hourly rate or Salary is: *

13. Do you received any additional income; such as: Child Support, Employer Over-Time, Social Security Check, Disability Check, or any other "reported income" in the Tax Filing? *

14. I have filed my IRS Tax for the last 2 years: 2023 & 2024 *

Yes, both years: 2023 & 2024 No, only 1 year None of the years: I did not report

15. To file my income Tax, my employer gives me a: *

16. The property address, I want to buy or refinance, is: *

17. Customer Additional Information: *

Questionnaire

Questionnaire:

ENTER YOUR INFORMATION BELOW. IF YOU HAVE ANY QUESTIONS, PLEASE CALL (956)482-1885.