Preliminary Mortgage Qualification Form
Hello! Thank you for taking the time to complete your Preliminary Mortgage Qualification Form!

Please be sure to complete the form to it's entirety and add any additional comments, questions, or concerns in the "Additional Information" box.

You're in good hands!

As this is just a Preliminary Mortgage Qualification Form, I may need to ask some additional questions later during the process to fulfill requirements for particular loan programs.

I understand how important choices are when it comes to your home financing needs and thank you for choosing to work with me!

I believe in being transparent and direct as much as possible. I believe in educating my clients to give them the power to make the best decision for their home financing needs. The more you know and understand, the more comfortable you'll be throughout the process. This will also create not just a memorable and enjoyable experience, but an educational one as well. 

Below are some useful links that may help you understand more about the process and address common concerns and potential questions!








Marq Jones

Sr. Loan Officer NMLS 1419084

Nexa Mortgage NMLS 1660690

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Email *
What is your current living situation? *
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Approximately how much would you like to qualify for?
(Type amount in box below)
 *
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How do you plan to use the home?
(Select one of the options below)
 *
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What City and State will the home be located in?
*You can provide the address if known*
(Please type answer in box below)
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How soon would you like to close?
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What is your primary source of income? *
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How much do you make annually or monthly from your primary source of income?

(If Self Employed or 1099, be sure to put the amount you reported on your most recent tax return located on your Schedule C line 31. If you do not have that, put the estimated amount you reported to the IRS as income after expenses and deductions)

(Please type amount below)
 *
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Are there any other additional income sources you would like to provide that can be verified?

If so, put where it's from and how much is it.
(Please type answer below)
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(For Home Purchase Transactions Only)
How much money will you have to put towards the transaction? 

Please be sure to put how much you can potentially gather from multiple sources (work, family, friends, etc.)
(Type amount below or type none)
 *
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How much money do you have access to that can be documented, but you do not intend to use for the transaction? 

Example: 401K, IRA, Cryptocurrency, Savings, Checking, Retirement, Stocks, Bonds, Annuities, etc.

(Please type source and amount below or type none)
 *
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Where do you think your credit score is?
(Please select options below)
 *
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Have you every had any of the following within the last 7 years?

(Check all that apply below)
 *
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Required
If you selected any answer other than "None" from the previous question, please describe what it was, when it took place, and the status of it. 

(Type response below)
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What is your "Legal Name"?

What is your "preferred" name? (Name you go by)
 *
What is your "Legal Name"? (Co Applicant)

What is your "preferred" name? (Name you go by)
What's your email address? (Co Applicant)
What's your phone number? *
What's your phone number? (Co Applicant)
What is your current address?

(If you have been at your current address less than 2 years, please provide any other address covering a 2 year history from today.)

(Type response below)
 *
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What is your date of birth? *
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YYYY
What is your date of birth? (Co Applicant)
MM
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DD
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What is your social security number? *
What is your social security number? (Co Applicant)
Additional Information!

Please add add any additional comments, questions, or concerns in the response below or just tell me your story!

More is always better! If you have a unique situation, please be as detailed as possible as this will better help me help you!

The more I know about your situation, the more creative I can be with designing the best loan option for you!
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