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Welcome to the Mortgage Planning Questionnaire
Who can I personally thank for entrusting me enough to introduce you to me? *
What is your relationship with them? *
Help me understand, what about their endorsement spoke to you enough to contact me? [This really helps me know what is important to you. I don't make it a required field, but your voluntary and honest input is greatly appreciated.] =0)
Contact Info
Legal First Name *
... but I prefer to be called, [nick name]: *
Spouses Legal First Name
... but they like to go by [nick name]:
Last Name *
Email *
The best phone to reach me quickly is my: *
Cell phone  
Work Phone  
Home Phone  
Other  
Phone *
The mortgage I am seeking is for: *
Questions of Understanding
1. Are you comfortable with what you know about your loan or loan strategy and it's performance in today's 'New Mortgage World'? *
Yes  
No  
Somewhat, but I would like guidance.  
a. What are your main concerns or questions? *
b. What Types of mortgages have your experienced? *
Fixed  
ARM [adjustable]  
Interest Only [Can combine with Fixed or ARM]  
None, its my first time.  
c. Does anything really standout that you did or didn't like about one of those mortgages that could assist in my advice to you?
2. Do you prepare your own taxes? *
Yes  
No  
 
a. Are you familiar with the tax advantages of a mortgage? *
Yes  
No  
Only Kinda  
3. How long do you plan on utilizing this real estate asset and the lien we place against it? *
4. Are you interested in learning how mortgages can be used in wealth creation? *
Yes  
No  
5. Which of the following do you have in place to protect those you care about if something were to happen to you? *
Will  
Living Trust  
Both  
Neither  
6. Do you foresee other financial obligations within the next 5 years, such as... *
New Baby  
New Car  
Educational Expenses  
Change in work time  
Other  
If you selected other, can you tell me more...
7. Which of the following personal goals are most important to you? [Check all that apply] *
Building net worth  
Achieving Financial Freedom  
Moving to larger home  
Investing for retirement  
Sending kids/ grandkids to college  
8. What is most important about this mortgage to you? [Rank the top 4 in order or importance.]
a. Lowest Payment
b. Lowest Closing Costs
c. Lowest Down Payment
d. Lowest Overall Cost of Borrowing
e. Eliminate Other Debt
f. Improve Credit Score
g. MaximizeTaxBenefits
h. Pay Off Loan ASAP
9. What is your current housing expense? *
 
10. What amount are you comfortable paying monthly for this new mortgage? *
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