As part of our Concierge Service Pledge, we want to help you stay up-to-date on your real estate and home-financing needs with a complimentary Annual Mortgage Review. To help us prepare for your review, please take a few minutes to answer the below questions. Rick will then call you to schedule a few minutes to meet and complete our review.
Thanks for the opportunity to continue to serve you!
Borrower Name
Borrower Email
Co-Borrower Name
Co-Borrower Email
What are your real estate goals over the next 5-10 years? Dreams for the next 20 years?
Do you anticipate any major changes in your financial picture in the next 5 years? (Ex. Buying a second home or investment property, home improvements, retirement, paying for education, caring for aging parents, etc.)
Have there been any significant changes in your employment or income over the last year?
Do you anticipate any changes in your employment or income over the next 2-5 years?
Do you have any new second mortgages?
What is the approximate value of your home in US Dollars ($)?
How long do you plan to live in this home?
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 5 being the least):
What would you like your mortgage to accomplish right now?
What needs do you have that I can help you meet?
How would you describe your existing financial philosophy?
On a scale of 1-10 (10 being best), please rate your existing:
Do you have a will or living trust to protect your family's assets in the event that something happens to you?