Townsend Annual Client Review | Cornerstone Home Lending

Contact Information

Name

Phone

Phone Type

Mobile

Home

Work

Current Address

Street

City

State

Zip Code

Questions

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

Yes

If yes, please explain the amounts and their elements such as base salary, commission, bonuses, or self-employment:

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

If yes, please explain the amounts and their elements such as additions or subtractions:

Have you incurred any new debt that will remain open for more than 10 months? Have you paid off any existing debt in the last 12 months?

Yes

If yes, please explain the amounts and types:

Do you anticipate the need to find a larger home or downsize to a smaller home in the next 12 months?

Yes

If yes, please explain:

What are your real estate goals and dreams...

...in the next 3-5 years?

...in the next 5-10 years?

...in ten years plus?

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

CPA?

Financial Planner?

Insurance Agent?

Real Estate Professional?

Banker?

Are there any needs you have right now that we can help you fulfill through the confident referral to any one of our professional partners?

Would you like to receive a complimentary copy of your credit report? Note: If you select "Yes", this will result in a credit inquiry but it will provide credit scores. Your credit score will be impacted by the inquiry. You may obtain a free copy of your credit report, without credit scores, every 12 months from each credit report company by going to www.annualcreditreport.com.

Yes

Referrals from our Clients are the key to our continued success. Who do you know who might benefit from our services, including but not limited to a complete mortgage review?

If you have any other comments, suggestions, or requests, please let us know.

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