What is most important about this mortgage to you? Please rank in order of importance to you with 1 being the most important and 8 being the least important. a. Lowest paymentb. Lowest closing costsc. Improve credit historyd. Eliminating other debte. Maximize tax benefitsf. Paying the loan ASAPg. Lowest down paymenth. Other
What mortgage payment do you feel comfortable making?
My monthly mortgage payment is
The type of loan I use is. ( 3/1-5/1-7/1 year ARM, 15-30 Year fixed)
Do you work with a financial planner? YesNo
Do you foresee incurring other financial obligations within the next 5 years, such as a new car? YesNo
A new baby? YesNo
College Expense? YesNo
Other:
Have you incurred any new debt that will remain open for more than 10 months? YesNo
Have there been any significant changes in your savings, checking, investment or other asset balances in the last 12 months, or do you expect any in the near future? YesNo
Have there been any significant changes in your employment or income in the last 12-months, or do you expect any in the near future? YesNo
Which of the following personal goals are most important to you? Please rank in order of importance to you with 1 being the most important and 7 being the least important.
Building your net worth 123
Moving to a larger home in years 123
Having your mortgage paid in years
What are your real estate goals and dreams in the in the next 3-5 years:
Are there any needs you have right now that we can help you fulfill through the confident referral to any one of our professional partners?
