It's All About YOU!

We strive to develop a strong professional relationship with each of our clients. This form will help
us better serve you during and after the mortgage process.

Name

Phone

Current Address

Are you a 1st Time Buyer?

Main reasons you're looking to buy?

Biggest concerns with the process?

How did you hear about me?

What's your birthday (MM/DD/YYY)

Any Children? If so, what are the names and ages?

What are some of your favorite hobbies?

Favorite Holiday?

Favorite Snack?

Have any pets? If so, what kind and names?

Favorite Restaurant?

Are you currently working with an Insurance Agent? If not, did you want me to connect you with one?

Are you currently working with a Financial Planner? If not, did you want me to connect you with one?

Is there anyone else you know that is looking to buy a home or refinance? Please leave me their name and number. I'd love to help!