How did you hear about us?

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Are you currently working with a Realtor ?

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Will anyone else be on the loan with you?

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What is the relation of this person to you ?

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What purchase price range are you looking to be in?

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What is your best guess as to how long you will keep the home?

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Are you looking for a standard 30 year fixed rate mortgage or something else?

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Have you ever served for the military?

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How much money do you have saved currently?
(that can be used for your new home purchase)

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Do you need down payment assistance?

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Do you rent or own currently?

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if yes, How much ?

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What property type are you looking for?

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Which city/location are you looking to buy?

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Have you had any bankruptcies, foreclosures, or short-sales in the past 7 years?

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Any other notes or specific questions?

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Best way to contact you (phone or email)?

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What are your goals for the refinance?

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What do you think your home is worth?

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What is your current loan balance?

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What is your current interest rate?

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How much do you pay for homeowner’s insurance (per month)?

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Does your property have an HOA ?

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what is the monthly HOA amount?

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What type of loan do you have currently?

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Do you have more than one mortgage on this home?

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Do you pay taxes and insurance on your own (outside of your mortgage)?

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What is the address of the property you are looking to refinance?

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Have you ever served for the military?

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What credit score range are you in?

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Have you had any bankruptcies, foreclosures, or short-sales in the past 7 years?

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Any other notes or specific questions?

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Best way to contact you (phone or email)?

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