Mortgage Prequalification Worksheet PDF Details

Mortgage prequalification worksheet form is a document that helps you calculate how much mortgage you can afford. It also determines your eligibility for a specific loan product. The form takes into account your annual income, debts, and assets. This information will help you narrow down your choices when it comes to choosing a loan. Use the form to get an estimate of what you can afford before applying for a mortgage. Be sure to consult with your lender or credit counselor to get the most accurate information. Remember that the prequalification process is not binding, so don't let it stop you from looking around for the best deal.

This page includes information about mortgage prequalification worksheet. You might like to browse it just before completing the form.

Form NameMortgage Prequalification Worksheet
Form Length1 pages
Fillable fields0
Avg. time to fill out15 sec
Other names401K, applicant, rhodeislandhousing, fillable texas mortgage prequalifcation form

Form Preview Example

FREE Mortgage Pre-qualiication

Complete this worksheet and fax or mail it to us at the address below. We will pre-qualify you for a Rhode Island Housing FirstHomes Mortgage, based on the information you provide, FREE of charge. We will promptly notify you of the results.

If you are working with a Realtor, please tell us his/her name _____________________________________________________________

Are you a irst-time homebuyer?



Please attach the following required documents:

2 most recent pay stubs for each applicant

W-2 form(s) with your last iled tax returns

If you are self-employed, 2 years tax returns and a current proit and loss statement

Applicant, please tell us about yourself:

Co-applicant, please tell us about yourself:

Name ______________________________________________

Name _________________________________________________

Date of Birth _________________________________________

Date of Birth ___________________________________________

Social Security # ______________________________________

Social Security # ________________________________________

Phone # (day) ______________ (eve.) ____________________

Phone # (day) __________________ (eve.) __________________

Address ____________________________________________

Address _______________________________________________

City ____________________ State ______ Zip ___________

City _________________________ State _____ Zip __________

Tell us about your employment history:

Tell us about your employment history:

Employer ___________________________________________

Employer ______________________________________________

Position ____________________________________________


Gross Monthly Salary $_________________________________

Gross Monthly Salary $ ___________________________________


Full or Part Time (circle one)


Full or Part Time (circle one)

Number of years _____________________________________

Number of years ________________________________________

List additional income and source (such as alimony or child support):

List additional income and source (such as alimony or child support):



Tell us the number of people in your household: __________




Please list your assets: Provide current balance information.












Checking Account(s)

Savings Account(s)



Gift Funds

Retirement (401K, etc.)


















Tell us about your credit:








Are your credit obligations paid as agreed?



If no, please provide explanation.


If you have not yet established credit, please provide past 12 months canceled checks for rent payments along with copies of past 12 months utility bills for two diferent utilities, such as electric, telephone or gas, showing payment as agreed.

By my/our signature below, I/we authorize Rhode Island Housing to obtain a credit report on me/us for the purpose of pre-qualifying me/us for a FirstHomes Mortgage.



Applicant’s Signature


Co-applicant’s Signature


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