Mortgage Planning Questionnaire

My commitment to you is to help you make informed choices about your financing options when buying a home. You can help me do that by completing this brief questionnaire. There are many different ways to finance a home, but to find the best option for you we must take into consideration your long and short term financial and investment goals as well as your payment and equity objectives. I will work with you to outline your goals, analyze your current purchasing power and
then recommend several different strategies that will enable you to achieve your goals.

1. Have you ever owned a home before? ­­­
    What type of mortgage did you have?

2. What is your best estimate for how long you might live in this home?
     1-3 3-5 5-7 7-10 10-15+

3. How much do you expect your household income to increase or decrease in the next:
    2 years? 5 years?

4. Do you foresee incurring other financial obligations within the next five years, such as…
    a new car? yes no
    Change in work time? (switch to part-time) yes no
     Other:
    College expenses? yes no

5. Of the following financial goals, which would you say is currently a top priority?
(select all that apply)
Improve monthly cash flow                         Create a 6-12 month cash reserve account
Maximize retirement savings                      Maximize investment contributions
Maximize education savings                       Maximize asset portfolio performance
Live comfortably on one income                 Live comfortably on a fixed income
Create a comprehensive financial plan     Other:

6. Which of the following is most important regarding your mortgage financing?
(select all that apply)
Reduced monthly payment
Accelerate equity accumulation (pay loan off sooner)
Obtain cash to pay off debt, make home improvements, etc.
Combine existing home improvement, home equity or purchase money loans into primary
Have ability to sell, pay down, pay off or refinance home in future without penalty
Maximize tax benefits
Eliminate mortgage insurance
Include improvements to home in financing
Reduce property tax obligation
Other:

7. Who should my team and I consider the primary contact throughout the loan process?

8. What is the most convenient means of communicating with you?

9. What do you expect from me, your mortgage planner, in order for this experience to be as good as possible?