Homeowners Underwriting / Rate Sheet

  • Tab 1
  • Tab 2
  • Tab 3
  • Tab 4
  • Tab 5
 

ALL COMPANIES REQUIRE CREDIT SCORING.
**** DO WE HAVE THE CLIENTS APPROVAL TO PULL SCORES W/ EACH COMPANY? ****
SOME MAY REQUIRE THE USE OF BOTH SS#. IF ONLY ONE IS REQUIRED WE WILL USE THE FIRST NAME LISTED ON THIS SHEET (*).
** WITHOUT THIS APPROVAL WE CANNOT QUOTE **

Did we insure current home? State of current home? (if other, explain or give details below)


ANY LOSSES IN THE PAST 5 YEARS (INCLIDE LOSSES AT ALL PRESENT AND PAST OWNED PROPERTIES)?
LOSS DATE DESCRIPTION AMT PD PROPERTY ADDRESS
Pick One:
COLLECTIBLES - SPECIAL PERSONAL PROPERTY
TYPE (JL, Silver,etc..) Value TYPE (JL, Silver,etc..) Value TYPE (JL, Silver,etc..) Value
Updates

If home is over 20 years old:

If updates are not complete give % complete & list type of wiring or plumbing:
Swimming Pool: Above or In Ground Fenced w/ self latching, locking gate?
CREDITS
Gated Community
BUSINESS ON PROMISES
MORTGAGEE
 
Content 6
Content 7
Content 8
Content 9
Content 10