Tell Us About You

Tell Us About You

In order to personalize our service to our clients, we like to get to know them from the very beginning!

Please take a moment and tell us a little about yourself. Our goal is to get to know you outside or the mortgage transaction in order to provide the highest level of service possible to you.

    Name *:

    Present Address:

    Purchase Address:

    Home Phone *:

    Work Phone:

    Spouse/SO Work Phone:

    Spouse/SO Cell:

    Email *:
    Spouse/SO Email:

    Employer *:
    Spouse/SO Employer:

    Your Birthday (MM-DD-YYYY) *:
    Spouse/SO Birthday (MM-DD-YYYY):

    Please list the name and birthdays of any children living with you:


    Were are you from originally?

    Please list your favorite in the following categories:


    Books to Read?

    Sport, Hobby, Activity? *


    Do you expect your income to be changing at any time in the next three to five years?

    How long do you plan to live in this house?

    What is most important to you about your overall financial planning strategy at this time?

    When we communicate with you going forward, what is your preferred form of communication?

    Do you foresee incurring other financial obligations with the next 5 years, such as a new car, new baby, college expenses, change in work time, etc., or have you done any of these since obtaining financing with our team?

    If we can help show you some ways of building wealth faster or becoming debt-free quicker, would you be interested?

    One a scale of 1-10 (10 being best) please rate your relationship with the following situations:
    Real Estate Agent
    Tax Preparer/CPA
    Financial Planning
    Trust and/or Will
    Life Insurance
    Auto and Home Insurance

    Who do you know that might benefit from our services?

    Comments are closed.