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    Annual Client Review

    Welcome back! One of our Team’s goals is to serve our Clients for life. The Annual Client Review is one of the tools that help us accomplish this goal. By updating a limited amount of information in your loan file each year, we can be ready to assist you at any time in the future with a new purchase, refinance, second home, investment property, or home equity loan. This information will also allow us to be certain the structure of your present mortgage is appropriate for your current needs.

    Simply answer the questions below and you are set! You do not need to provide us with financial documentation at this time. We will review your answers to the questions below and provide you with suggestions or solutions as needed.


    Contact Information



    Questions

    1. 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?
    If yes, please explain the amounts and their elements such as base salary, commission, bonuses, or self-employment:

    2. 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?
    If yes, please explain the amounts and their elements such as additions or subtractions:

    3. 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?
    If yes, please explain the amounts and types:

    4. Do you anticipate the need to find a larger home or downsize to a smaller home in the next 12 months?
    If yes, please explain:

    5. What are your real estate goals and dreams...
    ... in the next 3-5 years?
    ... in the next 5-10 years?
    ... in ten years plus?

    6. 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?

    7. 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?

    8. 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.

    9. 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?

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



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