Your Personal Plan

Name(s)
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Home Phone
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Cell Phone
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Work Phone
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Email
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Best Time to Reach You
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Current Address
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CSZ
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Do You Own or Rent
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How Long at Address
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If less than 2 years, what was the previous address?
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Do You Own Additional Properties
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What is the purpose of your inquiry?



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What type of mortgage product do you feel may best meet your needs?




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Which of the following best describes your comfort level with sophisticated mortgage products?


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What are your main goals for this Real Estate experience?
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Describe your Real Estate history
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How much can you afford each month on mortgage payments, HOA dues, property taxes, insurance and household bills
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With the financial obligations above, how many months could you sustain your current lifestyle if you lost your main source of income?
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Do you currently have any major purchases planned in the next 12 months?
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Do you work with a CPA or other financial advisors?
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If so, describe your relationship.
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Which of the following best describes your approach to Real Estate?



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