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WE HAVE A FEW ADDITIONAL QUESTIONS

Our commitment is to help you make informed choices about your financing options when buying or refinancing a home. You can help us do that by completing this brief questionnaire prior to discussing our next steps. There are many different ways to finance a home. To find the most beneficial option for you, we must consider your long- and short-term goals, as well as your payment and equity objectives. We 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.

Have you ever owned a home?
Yes No
If yes, what kind of mortgage have you had? (check all that apply)
30 Year 15 year FHA Fixed Rate Adjustable Rate
Conventional VA USDA HELOC/Second    
Other (please specify)
How long do you plan to live in the house we will be financing?
1-5 Years 5-10 Years 10+ Years I won't live in the house
Other (please specify)
What mortgage payment do you feel comfortable making?
What is your current mortgage payment?
What is most important about this mortgage to you?
Please rank in order of importance to you with 1 being most important and 7 being the least important.
Lowest Payment Lowest Closing Cost
Eliminating Other Debt Paying Off Loan ASAP
Improving Credit History Lowest Down Payment
Other (please specify)
How would you describe your financial philosophy?
Conservative Moderate Moderate Risk Taker Aggressive
Do you work with a financial planner? Yes No
If yes, who?
If yes, how would you rate him/her?
Excellent Good Average I need someone new
Do you work with a stock broker? Yes No
If yes, who?
If yes, how would you rate him/her?
Excellent Good Average I need someone new
Do you work with an estate planner or attorney? Yes No
If yes, who?
If yes, how would you rate him/her?
Excellent Good Average I need someone new
Do you work with a CPA? Yes No
If yes, who?
If yes, how would you rate him/her?
Excellent Good Average I need someone new
Do you work with an insurance agent? Yes No
If yes, who?
If yes, how would you rate him/her?
Excellent Good Average I need someone new
Do you participate in a tax deferred retirement plan at work? Yes No
Do you foresee your household income increasing in the next 2-5 years?
Yes No If yes, how much?
What is most important to you about working with us as your lender?