Name(s):
Home Phone: Cell Phone: Work Phone: Email: Best Time to Reach You:
Current Address:
Do You Own or Rent ?
How Long at Address: (If less than 2 years what was your previous address?)
Do You Own Any Additional Properties? Yes No (If yes please fill out below) Address: Est. Market Value: Existing Mortgage: Rental Income:
What is the purpose of your inquiry? (Select all that apply) Buying First Home Purchase/Sell Home Investment Property Analysis Refinance/Debt Evaluation
What type of mortgage product(s) do you feel may best meet your needs?
Fixed Rate (30, 15) Adjustable Rate Mortgage (3yr, 5yr, 7yr, 10yr) Home Equity Line of Credit Construction Loan Interest Only Option (Fixed or ARM) Commercial Financing Other
Which of the following best describes your comfort level with sophisticated mortgage products?
I am very comfortable with using complex lending products that address my needs. I am moderately comfortable with using complex lending products that address my needs. I am not comfortable with using complex lending products that are difficult to understand.
What are your main goals for this Real Estate experience?
Describe your Real Estate history?
Without dramatically changing your sense of financial security, how much can you afford each month on mortgage payments, HOA dues, property taxes, insurance and household bills?
With the financial obligations above, how many months could you sustain your current lifestyle if you lost your main source of income?
Do you currently have any major purchases planned in the next 12 months? (i.e. a new car, home improvements, investment properties, etc. )
Do you work with a CPA or other financial advisors? Yes No If so, describe your relationship.
Which of the following best describes your approach to Real Estate?
I want to use Real Estate as a vehicle to create new wealth. I want to use Real Estate to build and increase my existing wealth. I want to use Real Estate to preserve my existing wealth. I want to use Real Estate as a vehicle to pass on my existing wealth to future generations.
