Mortgage Planning Questionnaire

Our commitment to you is to help you make informed choices about your financing options when buying a home. Completing this brief questionnaire will help start this process.

There are many different ways to finance a home, but to find the right option for you, we must consider your long- and short-term goals as well as your payment and equity objectives. We will work with you to outline your goals, analyze your current purchasing power, and recommend several different strategies that will enable you to achieve your goals.

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1. Have you ever owned a home?

2. What is your best estimate for how long you might live in this home?

3. Do you expect your household to:

4. Do you foresee incurring other financial obligations within the next five years, such as (check all that apply):

5. Of the following financial goals, which would you say is currently a top priority (select all that apply)?

6. Which of the following is most important regarding your home financing (select all that apply)?

7. Who should we consider the primary contact throughout the loan process?

8. What is the most convenient means of communicating with you?