Harmony Lending Annual Mortgage Review | Cornerstone Home Lending

Contact Information

Your Name

Current Address

City

State

Zip

Phone Number

Email Address

Questions

Please answer to the nearest approximations for the following questions:

Remaining years left on your mortgage:

Current monthly principal and interest payment:

Current balance on your mortgage:

Current appraised/market value of your home:

Are you presently paying Private Mortgage Insurance?

Yes

No

In how many years do you plan to retire?

Have you made any major improvements to your home?

Yes

No

If yes, please explain:

Date of improvements:

Have you made any principal mortgage deductions in the past year?

Yes

No

I would like more information.

If yes, please explain:

Please list any specific payment and equity objectives regarding your home loan.

Are you considering a vacation home, investment property, or home improvement loan?

Yes

No

If yes, please explain:

Do you plan to relocate in the future?

Yes

No

If yes, when?

Estimate how long you will continue to live in this home.

1-2 Years

3-5 Years

6-7 Years

8-10 Years

10 Years or more

What friends or associates do you know who might benefit from having a complete Mortgage Review? With their permission, please provide their names and phone numbers below:

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