Team DiLucca Annual Mortgage Review | Cornerstone Home Lending

Contact Information

Your Name

Phone

Phone Type

Mobile

Home

Work

Current Address

Street

City

Zip Code

Questions

What is the approximate value of your home now?

If you aren't sure, would you like a free home evaluation from a top-notch real estate agent?

Yes

Have there been any changes in the size of your family over the past year?

Yes

Do you anticipate changes in the next 2-5 years?

Yes

How much longer are you planning on living in this home?

What are your real estate goals and dreams...

...in the next 3-5 years?

...in the next 5-10 years?

...in ten years plus?

Have there been any significant changes in your employment or income in the last 12 months, or do you expect any soon?

Yes

Have there been any significant changes in your savings, checking, investment, or other asset balances in the last 12 months, or do you expect any in the near future?

Yes

Have you incurred any new debt that will remain open for more than 10 months?

Yes

Do you have any new second mortgages?

Yes

Have you paid off any existing debts in the last 12 months?

Yes

On a scale of 1-10, with 10 being the best, how would you rate your relationship with your:

What needs do you have that my company can meet or meet better?

What friends or associates do you know who might be buying, selling, or refinancing in the next 6 months?

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 important).

Building your net worth / achieving financial freedom

Having your mortgage paid off when you retire (please include projected retirement date)

Achieving liquidity (having access to a slush fund in an emergency, investing in the stock market, etc.)

Moving into a larger home (please include how many years from now you'd like to move)

Maximizing current and future tax deductions

Other:

What would you like your mortgage to accomplish right now?

Lower monthly payment
Eliminating other debt (credit cards, student loans, etc.)
Using equity buildup to develop a cash reserve or for investment purposes
Maximize tax benefits
Pay off your loan as soon as possible

Do you have any special questions or comments?