Client Information Form – First Step Management

After submitting this form you will be provided a free digital copy of our latest book

“The Path to Home Ownership”

Even if you don’t see the right property for you, complete this form free of charge, and we will start looking for a property for you right away. As soon as we find something that we believe to be close to what you want, you will be contacted via phone, email, or both and given a first opportunity to apply for the house.

If you are having trouble with the online form or would rather print-out the form, then please use our printable version:

Download PDF Client Information Form

Afterward, fax your completed form to: 817-447-9756

PLEASE COMPLETE ALL QUESTIONS – INCOMPLETE FORMS WILL NOT BE APPROVED

ALL INFORMATION IS 100% CONFIDENTIAL AND WILL NOT BE SHARED WITH ANY OTHER PARTY

Your Contact Information

First Name *
Last Name *
Day Phone *
Evening Phone
Email *
Current Address *
City *
State *
Zip Code *
How long have you lived at this address? *
How much is your current monthly payment? *

Your Financial Information

VERY IMPORTANT: Please complete the income question accurately and carefully because this will determine what you do or do not qualify for.
What is the total GROSS monthly income of your household? ** Before tax income.
How much do you have in savings for a down on your new home? * This program is accepted by most 401K's.

Client #1 Information

Employer & Position ** Please list BOTH Employer & Position
How long have you been at this this job? *

Client #2 Information

Employer & Position * Please list BOTH Employer & Position
How long have you been at this job?

Help us Understand Where You are Today

What is the condition of your credit? (Ugly is OK!) *
Do you have a Checking Account? *
Do you have a Savings Account? *
Do you have a Retirement Account? *
Have you ever been Evicted? *
Have you ever had a Repossession? *
Have you ever had a Foreclosure? *
Do you have UNPAID Student Loans? *
Is your paycheck being garnished? *
Have you ever filed Bankruptcy? *

Your Property Needs

What kind of home are you looking for? *
How soon are you looking to purchase your home? *
In what area(s) are you looking to purchase your home? ** Please list cities and/or zip codes you are interested in.
How many bedrooms? *
How many bathrooms? *
Do your require a garage?
Approximately how many square feet are you looking for?
Please list any special requirements you are looking for in your new home:

Work for Equity/Down Payment Credit Program

Are you interested in the Work for Equity Program? * If you are not sure please look at the "Programs" tab at the top of this page.
If Yes; please list what things you are willing and able to do/repair:

Do you have additional questions or comments?
How did you hear about us? *Please Select
Individual who referred you to us: *Please Select
Promo Code If the add listed a promo code please enter it here.

Verification

Please enter any two digits with no spaces (Example: 12) *
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