Complimentary Mortgage Plan Complete the form below and receive a complimentary Mortgage Plan. Name* First Last Email* Phone*What are your financing goals? (Check all that apply) Purchase Refinance Refinance (Cash-out) Primary residence Second home Investment property First-time homebuyer I am a current or former Veteran There will be a co-borrower on the loan Minimum down payment 5% down payment 10% down payment 15% down payment 20% down payment I (we) have excellent credit I (we) have good credit I (we) have fair credit I (we) have poor credit Are you currently working with a Realtor for your purchase?YesNoPlease refer me to a professional real estate agentWhat is the sales price you would like to use for your Mortgage PlanIf you have a sales contract already in place please use the sales contract price. If you are just starting your home search use the likely price in which you want to purchase. Please provide the balances of your current mortgage(s)What do you believe is the market value of your home?Example: $250,000What is the date of the purchase or refinance, whichever was the most recent for your property?(i.e. month and year is fine)Do you have a DD214?YesNoWhat is the credit status of the co-borrower?Excellent creditGood creditAverage creditPoor creditAre there any outstanding judgements against you (or co-borrower, if applicable)YesNoPlease describe your judgement(s) (ie. judgement dates, amounts, creditors)What is the approximate date in which you will need financing? Date Format: MM slash DD slash YYYY Have you filed for bankruptcy within the last seven years?YesNoDo you currently own or rent?*OwnRentHow long have you owned? (years and months)How long have you rented? (years and months)Please feel free to share any information that you believe would be helpful for us to know. (if applicable)How did you hear about us?Select oneOnline searchSocial mediaReferred by a friendReferred by a family memberOtherWhat is the name of the friend who referred you?What is the name of the family member who referred you?PhoneThis field is for validation purposes and should be left unchanged. Δ
