FORMS APPLICATION CHECKLIST This will give you an idea of what is required for an appointment or when completing a mortgage application MORTGAGE APPLICATION This is an application with a client agreement that is required to complete a mortgage application. KNOW YOUR CLIENT This form is to be completed for me the mortgage agent to fully understand you the client. Monthly Family Budget This budget is intended to help you organize your monthly bills and together we can analyze this information and make changes if necessary to give you options. Gift Letter This is a gift letter that is to be used by some lenders when part of your down payment is being gifted to you by an immediate family member. CLIENT AGREEMENT This form is to be printed and attached with the Mortgage Application as it gives the mortgage agent the authority to complete the application, and complete a credit check on your behalf.