Annual Client Review

One of the promises I made over a year ago was that as part of my Client Appreciation Program we would help you avoid having to go through the whole mortgage process again in the future. By updating a limited amount of information annually we can be ready to assist you at any time in the future with a new purchase, refinance, second home, investment property or equity loan. The information you provide will also help us be certain that your current loan structure is appropriate for your current needs.

All you need to do is answer the eight questions below and I will review your answers and provide you with suggestions or solutions as needed. You do not need to provide any financial information at this time.

 

First Name:
Email Address:
 
Last Name:
Phone:
 
 
1. Would you like to receive a complimentary copy of your in-file credit report each year when we perform this review?
Yes
No
2. 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?
Yes
No
If you answered yes to question #2, please explain the amounts and their elements such as base salary, commissions, bonuses or self-employment on the lines below:
3. 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?
Yes
No
If you answered yes to question #3, please explain the amounts and their elements such as additions or subtractions:

4. 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?

Yes
No
If you answered yes to question #4, please explain the amounts and types:

5. Have there been any changes in your family in the last 12 months?

Do you anticipate any in the future?

Yes
No
If you answered yes to question #5, please explain:

6. What are your real estate goals and dreams:

a. For the short term (five years or less):
b. For the long term (more than five years):

7. On a scale of 1-10, with 10 being best, how would you rate your relationship with your:

CPA:

Financial Planner:

Insurance Agents:

Real Estate Professionals:

 

 

 

 

 

8. 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?