| Borrower (your name):* | |
| Address, City, State: | |
| E-mail:* | |
| Phone number:* | () |
1. Have you ever owned a home before?
yes no
| What type of mortgage do you have?
|
| 2. Do you currently have a household budget? | yes no |
| 3. How long do you plan to live in the house? |
|
| 4. Realistically, how much do you expect your household income to increase or decrease... | in the next 2 years?
in the next 5 years?
|
| 5. Do you see incurring other financial obligations within the next 5 years such as... |
A new car? yes no
A new baby? yes no
College expenses?yes no
Change in work time?
(switch to part-time)
yes no
Other:
|
6. Which of the following personal goals are most important to you?
Please rank in order of importance to you with 1 being the most important and 5 being the least. |
Building your net worth
Moving to a larger home
within year(s)
Having your mortgage paid off when you retire.
If so, when do you plan to retire? (enter the year, e.g. 2025)
Investing in the stock market
Achieving financial freedom- (debt free)
|
7. What is most important about this mortgage to you?
Please rank in order of importance to you with 1 being the most important and 5 being the least. |
Lowest payment
Eliminating other debt
Lowest down payment
Lowest closing costs
Maximize tax benefits
Paying the loan off ASAP
Improve credit history
Other
|
8. What mortgage payments do you feel comfortable making?
$ |
If applicable, current rent is
$per month
If applicable, current mortgage payment is
$per month
|
| 9. How would you describe your financial philosophy? |
Conservative
Moderate Risk Taker
Risk Taker
|
| 10. What is most important to you about working with a lender? | |
|
