Apex Financial Corporation – Madison, WI 		 
 
 

Apex Financial’s

Payment Relief Center

Straight Rate/Term Refinance
OR
Cash-Out Refinance

You should have selected this page if you are looking to refinance your home to get a LOWER PAYMENT and BETTER RATE AND/OR TERM for your mortgage OR you are looking to refinance your mortgage to get some EXTRA CASH-OUT of the equity in your home. If that is not your intention please click the Back arrow to find the correct page.

If you did intend to come to this page, you are in LUCK! There are many different factors when it comes to refinancing your home and choosing the BEST rate and program for your needs. It is our goal at Apex Financial to make your refinancing as simple and convenient as possible for you, all with NO STRESS or FRUSTRATION!

To make sure you are one of our “Informed Clients” we encourage you to take advantage of these FREE Reports that we have put together to help you understand what goes into the refinancing process, the common mistakes that people like yourself make when refinancing their homes, the terminology that is used so you feel comfortable during your refinance and the ENTIRE mortgage process laid out in a step-by-step, easy to understand timeline so you will know WHAT to expect and WHEN to expect it!


 
 
 

 

Now that you have read this incredible wealth of information, please help us serve you better by filling out the following Needs Analysis so that we can help you find the RIGHT program for YOU and your NEEDS!

Are you looking for a First or Second Mortgage?
Do you currently have a Fixed or Adjustable Rate loan?
Are you looking to Consolidate any non-mortgage debts?
Are you looking for any cash back at closing?
How long do you plan on living in your home?
What type of loan would you prefer?
What term of loan are you looking for?
Are you looking for the LOWEST payment possible?
Are you looking to pay the loan off as QUICKLY as possible?
What is the amount of loan that you are looking for?
What is the current value of your home?
Where did you get that value?
___If answered Appraised Value – When was it appraised?
How would you rate your credit?
Do you know your credit score?
___If Yes, please enter it here:
Are you Self Employed?
Please enter your Annual Gross Yearly Income (Net Income for Self Employed)
_If you have a Co-Borrower:
  
Is your Co-Borrower Self Employed?
Please enter Co-Borrower’s Gross Yearly Income (Net Income for Self Employed)
Do you have any 401(k)/IRA investments?
_If yes please enter approximate total combined balance from last statement
Does Co-Borrower have any 401(k) investments?
___If yes please enter approximate total combined balance from last statement
Do you have any other Stocks/Bonds/CD investments?
___If yes please enter approximate total combined balance from last statement
Does Co-Borrower have any other Stocks/Bonds/CD investments?
___If yes please enter approximate total combined balance from last statement
Have you been declared Bankrupt or had a Foreclosure action filed against you in the last seven years?
___If yes to either please enter what type and when
Has the co-borrower been declared Bankrupt or had a Foreclosure action filed against them in the last seven years?
___If yes to either please enter what type and when
 
Borrower’s Full Name (First, MI, Last)
Borrower’s Date of Birth
Borrowers Contact Phone Number
Borrower’s Email Address
 
Co-borrower’s Full Name (First, MI, Last)
Co-borrower’s Date of Birth
Co-borrowers Contact Phone Number
Co-borrower’s Email Address
 
 
 

 

 

 

 

Apex Financial Corporation 6409 Odana Rd Madison, WI 53719