Mortgage Check Up

Annual Mortgage Review

One of the promises I made when we began serving you was: If you were happy with what we did for you, I would help you avoid having to go through the whole mortgage process again in the future. This is the time when we provide that very valuable service. By updating a limited amount of information in your loan file each year, we can then be ready to assist you at any time in the future with a new purchase, refinance, second home, investment property, home equity, or home improvement loan. This information will also allow us to be certain that the structure of your present mortgage in appropriate for your current needs.

All you need to do is answer the questions below by mail, email, or a personal phone conversation with me and you are set. You do not need to provide us with any financial documentation this time. I will review the answers to the questions below and provide you with any suggestions or solution as needed. Thank you in advance for your cooperation and I look forward to evaluating your current financial needs.

Name:
Email:
Phone:
What is the approximate value of your current home?	$
How long do you plan to live in this house?
What are your real estate goals and dreams:	in the next 3-5 years:
	In the next 5-10 years:
	Ten years plus:
Have there been any changes in the size of your family over the past year?
	Do you anticipate changes in the next 2-5 years?
Have there been any significant changes in your employment or income in the last 12-months, or do you expect any in the near future?
	If yes please explain the amounts and their elements such as base salary, commissions, and bonuses or self-employment in the lines below:
Have there been any significant changes in your savings, checking, investment or other asset balances in the last 12 months, or do you expect any in the near future?
	If yes, please explain the amounts and their elements such as additions or subtractions:
Have you incurred any new debt that will remain open for more than 10 months?
	If yes please explain the amounts and types:
Have you paid off any existing debts in the last 12 months?
	If yes, please explain the amounts and types:
On a scale from 1-10, how would you rate your:	CPA
	Financial Planner
	Insurance Agents
	Real Estate Professional
	Banker
What needs do you have that my company or I need to meet or meet better?
What friends or associates do you know who might benefit from having complete mortgage Review?