Mortgage Planning Questionnaire

 Please fill out this short questionnaire completely. Then press the [Submit] button at the bottom of the form to send it to us automatically. Press the [TAB] key to proceed from field to field.

Your Name:

Phone:                         

Email:

 Loan is For:    Purchase    Refinance    Investment?

1. How long do you plan on living in this home?

  1-3 years

  3-5 years

  5-7 years

  7-10 years

  10-15 years

  15+ years?

2. Do you plan to make any additional principle reduction payments to your scheduled mortgage payments?

3. Of the following financial goals, which would you say is currently your top priority?

 Please select all that apply:

   Reduce your monthly mortgage payment

  Improve your monthly cash flow

  Take additional cash out of our equity in the home

  Maximize retirement savings

  Maximize education savings

  Live comfortably on one income

  Create a comprehensive financial plan

  Create a 6-12 month cash reserve account

  Maximize investment contributions

  Maximize asset portfolio performance

  Live comfortably on a fixed income

  Other:

4. Of the following, which do you consider most important regarding mortgage financing?

 Please select all that apply:

   We want to determine the maximum purchase price and loan amount that we can qualify for?

  We want to determine the purchase price and loan amount appropriate for our income and lifestyle?

  We want to pay a specific monthly mortgage payment?

  We want to purchase a home with a specific budgeted  down payment & closing costs?

  We want the ability to sell our home, pay it down, or pay it off without penalty?

  We want to maximize our tax benefits

   We want to avoid paying mortgage insurance?

  We want to include improvements to the home in our loan proceeds?

  We want to qualify for a new home prior to or without the sale of an existing home?

  We want to consolidate other high-interest debts with the proceeds of a new loan?

  Other?

5. With regard to the loan itself, what's most important about  this loan to you?

6. From a service standpoint, what's important to you as we     progress through the loan process?

7. Who do you want to be the primary contact for the loan?

8. The most efficient way for us to keep you up-to-date on the progress of your loan is by email.

Do you prefer another method of communication? Y/N