PROSPECT PROFILE

(This is not an application for a loan)

Loan Officer: Phone: Date:

Borrower Name: Date of Birth

Current Address:
Street City State Zip
SS #: Phone # (H): Phone # (W):

Co Borrower Name: Date of Birth

Current Address:
Street City State Zip
SS #: Phone # (H): Phone # (W):

OBJECTIVE OF LOAN
Equity Repositioning: Cash Flow Planning:
(Debt Consolidation)
$ (Lump Sum Refinance)
$
Approximate Value (For Refinance) $ Select Property Type
Single Family Residence
Type Preference: ARM FIXED I/O Townhouse
Duplex, Triples, 4 Plex Enter Type
Term Preference 15 YR 20YR 30 YR Mobile Home
Manufactured Home
Investment, 2nd Home, or Enter Type
Owner Occupied

SUBJECT PROPERTY (If Purchase Transaction)

Address: Coun
ty:
Street

City State Zip

Sales Price: $
QUALIFYING INFORMATION
(Borrower) (Co Borrower)
Employer: How Long: Employer: How Long:

Income (W2): Income (W2):

Income Income
(Self Employed): (Self Employed):

(Borrower)
Assets: Liquid: Retirement: Other:
(Co Borrower)
Assets: Liquid: Retirement: Other:

Comments:

(Please provide additional detailed comments on a fax page, if necessary)

Authorization to obtain a copy of Credit Reports: To Whom It May Concern: I authorize Next Generation Financial
Services, LLC to obtain a copy of my Tri Merge Credit report for the purpose of Qualifying us for the loan requested above.

Borrower Date Co Borrower Date

Fax Completed Prospect Profile to: Operation Specialist

Fax #: 410-558-4498 Phone #: 410-558-4170 Toll Free: 1-888-561-2265, Ext. 4170