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MORTGAGE PLANNING QUESTIONNAIRE

These are the questions that are not on a Loan Application that enable us to add more value, speed up the process, and find the best loan for you based on rate and structure.

Thank you so much for filling this out completely. We appreciate it!!

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Question 1 of 26

Full Name? (If there is more than 1 borrower please list ALL others). 

 

Write all names as you would like them to appear on the deed.

Question 2 of 26

If you own, what is your mortgage payment? (If there is more than 1 borrower please list information for ALL others)

Question 3 of 26

What is the MAXIMUM monthly payment that you feel comfortable with? 

 (If there is more than 1 borrower please list information for the total payment combined)

Question 4 of 26

How long do you plan to own this new property?

 

(If there is more than 1 borrower please list information for ALL others)

Question 5 of 26

Are you familiar with how the tax advantages of a mortgage work?

A

YES

B

NO

C

SOMEWHAT

D

NOT AT ALL

Question 6 of 26

Who do you use to prepare you income tax returns?

A

SELF

B

TAX ACCOUNTANT

C

OTHER

Question 7 of 26

If other than yourself, please provide your tax preparer's contact info:

Question 8 of 26

Do you feel that you have enough readily available money necessary to get through a 3 to 6 month financial setback or emergency?

A

YES

B

NO

C

UNSURE

Question 9 of 26

Have you started planning a college fund for your children or grandchildren?

A

YES

B

NO

Question 10 of 26

Do you contribute to a 401k plan through your employer?

A

YES

B

NO

Question 11 of 26

Do you maximize your contributions?

A

YES

B

NO

Question 12 of 26

Do you feel you are saving enough to retire comfortably and to fund other investments? (Children's college education, real estate goals, etc?

A

YES

B

NO

C

UNSURE

Question 13 of 26

Do you currently have a realtor?

A

YES

B

NO

Question 14 of 26

If no, would you like me to refer you to an experienced realtor who proudly serves the marketplace where you are looking for a home?

A

YES

B

NO

Question 15 of 26

Name and email address of your Realtor?

Question 16 of 26

Please rate, as objectively as possible, on a scale from 1 - 10 how your relationship is with your Accountant?

A

9 - 10 = Great Relationship

B

7 - 8 = Good relationship

C

Below 6 = Poor relationship

D

No Relationship

Question 17 of 26

Name and email address of your Accountant?

Question 18 of 26

Please rate, as objectively as possible, on a scale from 1 - 10 how your relationship is with your Financial Advisor?

A

9-10 = Great relationship

B

7 - 8 = Good relationship

C

6 OR BELOW

D

No Relationship

Question 19 of 26

Name and email address of your Financial Advisor?

Question 20 of 26

Please rate, as objectively as possible, on a scale from 1 - 10 how your relationship is with your Insurance Agent?

A

9-10 = Great relationship

B

7-8 = Good relationship

C

6 OR BELOW

D

NO RELATIONSHIP

Question 21 of 26

Do you have life insurance protection?

A

YES

B

NO

Question 22 of 26

If yes, Term or Whole Life? How Much?

 

 

 

Term? - $$$

 

(If there is more than 1 borrower please list information for ALL others)

 

 

 

Whole? - $$$

 

 

 

Question 23 of 26

Do you have an umbrella policy in place?

A

YES

B

NO

Question 24 of 26

Have you created a will to protect your family's assets and care for your loved ones?

A

YES

B

NO

Question 25 of 26

What is the most important to you about working with a lender?

Question 26 of 26

Who should my team and i consider as the primary contact throughout the loan process?

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