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Real Estate Advisory Service

Selecting the wrong mortgage program can cost you thousands of dollars and no single loan program is appropriate for every person.

To assist me in selecting the most appropriate and cost effective mortgage instrument(s) for your individual needs, please complete and submit the following Real Estate Advisory form.

First Name:: *
Last Name:: *
Email:: *
Home Phone:
Work Phone:
Cell Phone:
What is your age?:
What is your spouse's age?:
How many years will you have this loan or live in this home?:
How old would you like to be when your loan is paid off?:
How much debt you have? (Credit cards, Car etc.):
What are your total monthly debt payments?:
Invest Asset Value? (Bank accounts etc.):
Gross Monthly Income (All borrowers)?:
Do you plan any major purchases in the next 12 months?:
How much do you think the impact is from one loan to another?:
Would you like a copy of your credit report?:
Are you satisfied with your CPA?:
Are you satisfied with your investment advisor?:
Are you satisfied with your estate plan?:
Do you need a Realtor referral?:
Have you talked to other lenders? If so, which program do you like best?:
Scale 1-6 (1=Most important) - Lowest Interest Rate?:
Scale 1-6 (1=Most important) - Lowest Overall Cost?:
Scale 1-6 (1=Most important) - Lowest Up-Front Cost?:
Scale 1-6 (1=Most important) - Speed of Loan Process?:
Scale 1-6 (1=Most important) - Documentation Needed?:
Scale 1-6 (1=Most important) - Early Mortgage Payoff?:
Are you interested in buying real estate for investment purposes?:
Do you have life insurance to protect your home?:
What is your investment risk tolerance?:
Additional Comments?:
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