Personalized Real Estate Advisory Service
Selecting the wrong mortgage can cost you thousands of dollars, and no single loan program is appropriate for every person.
To assist you in selecting the most cost effective mortgage for your individual needs please complete the questionare below.
Name
Zip
Home Address
Home Phone
City
Office Phone
State
E-mail address
1.
 What is your birth date?
What is your spouse's birth date?
2.
 In how many years do you plan to retire
3.
 How many years do you think you will have this loan or live in this home?
4.
 Is one of your goals to move up to a bigger home in the next 5-7 years
5.
 How much do you currently owe in personal debt including credit cards, car loans, student loans, and other personal loans?
what are your total monthly payments?
6.
 Do you currently plan any major purchases in the next 12 months including car, home improvements and rental properties?
7.
 How much money do you think the impact is from one loan program to another?
8.
 Would you like us to check your credit report?
9.
 What is the approximate value of your investment assests including bank acounts, mutual fund, CD's and securites?
10 Do you currently have a Financial Planner/CPA?
11. Would you like us to refer you to a financial planner or CPA for investment or tax advice?
12.
 Are you currently working with a Realtor?
13.
 Would you like us to refer you to an experienced Realtor?
14.
 Have you talked to other lenders? If so, which loan program do you like best so far
15.
 Please Rate the following priorities in order of personal importance thru 6 (1=Most Important)
Lowest Inerest Rate Speed of Loan Process
Lowest overall cost Documentation Needed
Lowest Up-Front Cost Early Mortgage Payoff
16.
 Are you intersted in buying real estate for investment purposes?
17.
 Do you have life insurance to protect your home?
18. Comments?