One of the promises I made when we began serving you over a year ago was “If you were happy with what we did for you I would help you avoid having to go through the whole mortgage process again in the future." This is the time when we provide that very valuable service. By updating a limited amount of information in your loan file each year, we can then be ready to assist you at any time in the future with a new purchase, a refinance, second home investment property, home equity or home improvement loan. This information will also allow us to be certain that the structure of your present mortgage is appropriate for your current needs. All you need to do is answer the eight questions below through this form, by mail or e-mail, or a personal phone call with us and you are set. You do not need to provide us with any financial documentation at this time. We will review your answers to the questions below and provide you with suggestions or solutions as needed. We will also let you know for how much home you could qualify based on your current financial position.

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Would you like to receive a complimentary copy of your in-file credit report and your county tax appraisal values each year when we perform this review?:

Yes

No

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

Yes

No

If yes please explain the amounts and the elements such as base salary, commissions or any other info on the lines below:

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

Yes

No

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?:

Yes

No

If yes explain the amount and types:

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

Yes

No

If yes please explain the amounts and type:

Your Goals

What are your real estate goals and dream in the next:

3 to 5 years?:

5 to 10 Years?:

Ten years Plus?:

Rankings

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

CPA: select...12345678910

Insurance Agent: select...12345678910

Banker: select...12345678910

Financial Planner: select...12345678910

Real Estate Agent: select...12345678910

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?:

Yes

No

If yes, what are your other needs?:

Contact information

Would you like for us to contact you?:

Yes

No

If yes, what is the best way to contact you?: select...PhoneEmail

Your name:

Your email address:

Your phone number:

Your address:

City:

State: select...AlaskaAlabamaArkansasArizonaCaliforniaColoradoConnecticutDist Of ColDelawareFloridaGeorgiaHawaiiIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWashingtonWisconsinWest VirginiaWyoming

Zip:

Referrals

Do you currently know of anyone who is thinking about Refinancing or buying a new home in the next 12 months?:

Yes

No

If yes, what kind of loan?: select...RefinancePurchase

May we have their name and phone number?

Their name:

Their phone number:

Each year we will repeat this process so that we can at anytime in the future be fully prepared to assist you with your goals and needs. Thank you for letting us serve you.