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.

Scott will call you within the next 7 days to schedule a few minutes to meet and complete our review. Thanks for the opportunity to be able 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):

Building your net worth/acheiving financial freedom:
Having your mortgage paid off when you retire:
Acheiving liquidity (having access to a slush fund in an emergency, investing in the stock market, etc.):
Moving into a larger home:
Maximizing current and future tax deductions:
Saving money to send your kids to college:
Other:

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:

Financial Planner:
Insurance Agent:
CPA:
Estate Planning Professional:
Attorney:

Do you have a will or living trust to protect your family's assets in the event that something happens to you?