Preliminary Administrative Inquiry

We will not prevent a reasonable person from pursuing financing.  This FREE, initial inquiry will streamline our efforts to connect you with the right lending personnel.  We are prohibited from denying credit based on race, color, religion, national origin, sex, marital status, age or receipt of income from public assistance.  You do not need to reveal income derived from alimony or child support unless you want to.  With a copy of a recorded divorce decree (showing payments due for more than three years in the future) and evidence of regular payments to you, we can include alimony and/or child support in calculating a greater gross income, and a greater loan amount and monthly payment.  We cannot request information from your spouse or former spouse, unless they will be: contractually liable, you are relying on them for income, as a current spouse they must be part of the documentation in this community property state, or you are relying on the income from child support or alimony from a former spouse.  We will not exclude income from public assistance, part-time employment, pension, annuity, retirement, alimony or child support.  We will not refuse credit based on sex or marital status. A married client can apply alone or choose to have a spouse co-sign.

• Is this Property:                                ___Primary Residence
                                                                 ___ Rental Property
                                                                ____ Investment Property

_____ Home _____ Condo  _____Townhome _____Land _____Commercial _____Mobile Home

if mobile home, do you own the land? Yes / No

1 st Client: ________________________________________ 

2 nd Client: _______________________________________

Mailing Address : ______________________________________________

City, State, Zip:_______________________________________________

Property Address : ______________________________________________

City, State, Zip:_______________________________________________

1st. TX DL#/ID#___________________  Social Sec. #________________ 

2nd. TX DL#/ID#___________________  Social Sec. #________________ 

Phones #'s (Hm)____________________(Wk)___________________(Cell)_______________

Email Address: _____________________@______________Fax #______________________

Emergency Contact 1, Name, Relationship, Phone #:
___________________________________________________________________________

Emergency Contact 2, Name, Relationship, Phone #:
___________________________________________________________________________

County:____________________ Tax Account Number:_______________________

Amount of Taxes Owed:$__________________________

Employer name/# yrs. there/$/mo.:_____________________________________________

Empl/#&contact:________________________________________
  
Employer name/# yrs. there/$/mo.:_____________________________________________

Empl/#&contact:________________________________________

Prev. empl. name/# yrs. there/$/mo.:___________________________________________

Prev. empl. name/# yrs. there/$/mo.:___________________________________________

HAVE YOU (circle correct answer):

Are you Currently in Bankruptcy?     Yes/No

Any Lawsuit(s) pending?                   Yes/No

Ever had a car repossessed?            Yes/No

OBLIGATIONS

Creditor:_______________________________   Phone:_____________________ 

Months to pay:_____________  Monthly Pmt:____________ Unpaid Balance:_____________ 

Creditor:_______________________________   Phone:_____________________ 

Months to pay:_____________  Monthly Pmt:____________ Unpaid Balance:______________
                                                                                                                              
Obligations to pay child support or alimony? Yes/No

Any credit problems?                       Yes/No

Ever been Foreclosed?                     Yes/No

Do you have a mortgage?: Yes / No. If so, who is the Lender?:________________

Approximate Balance:____________________________________

Age of Roof:_________________ Does your property have any major storm damage such as

roof, foundation, etc? Yes / No If yes, what type?___________________________________

___________________________________________________________________________

ASSETS

Checking Accounts:_____________________  Savings Accounts:______________________

Other Assets:_____________________

I acknowledge that all information provided herein is true and correct to the best of my knowledge, I grant permission to Tax Rescue II, LLC to contact any references needed and to view my credit report if necessary to underwrite my purchase/loan.

X  ___________________    ________               X  _________________    ________
1 st Applicant Signature          Date                    2 nd Applicant Signature       Date

Administrative/Marketing Contact:   ________________________

INFORMATION FOR GOVERNMENT MONITORING PURPOSES:  The following information is requested by the Federal Government for certain types of loans related to a dwelling, in order to monitor the Lender's compliance with equal credit opportunity, fair housing and home mortgage disclosure laws.  You are not required to furnish this information, but are encouraged to do so.  The law provides that a Lender may neither discriminate on the basis of this information, nor on whether you choose to furnish it.  However, if you choose not to furnish it, under Federal regulations this Lender is required to note race and sex on the basis of visual observation or surname.  If you do not wish to furnish the above information, please check the box below.  (Lender must review the above material to assure that the disclosures satisfy all requirements to which the lender is subject under applicable state law for the particular type of loan applied for.)

BORROWER  -------------------------------------------- CO-BORROWER
__ I do not wish to furnish this information             __ I do not wish to furnish this information

Race/National Origin:                                                      Race/National Origin:

__ American Indian or Alaskan Native                      __ American Indian or Alaskan Native

__ Asian or Pacific Islander                                       __ Asian or Pacific Islander

__ Black, not of Hispanic origin,                                __ Black, not of Hispanic origin,   

__ Hispanic, -------------------------------------------     __ Hispanic,

__ White, not of Hispanic origin,                      __     __ White, not of Hispanic origin,

__ Other (specify) _________________                   __ Other (specify) _________________  

SEX:    __ Female    __ Male                                       SEX:    __ Female    __ Male

TO BE COMPLETED BY INTERVIEWER This information was taken by:    __ face to face interview,  __ by mail,  __ by telephone.  Interviewer's: Name (printed) ____________________ , Signature _________________ Date: ___________, Interviewer's phone #: 713-231-1113

 Name and Address of Interviewer's Employer: Tax Rescue II, LLC; PO Box 741109, Houston, TX 77274-1109