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Name
*
First
Last
Phone
*
Email
*
What Are You Interested In Doing?
*
Financing the Purchase of a Property
Refinance an Existing Loan
How Would You Categorize The Property?
*
Primary Residence (You Will Live There)
Secondary Home (Vacation Home)
Rental Property
How Is Your Credit?
*
Excellent
Good
I Have Had Some Problems
Not Sure, You Tell Me
Do You Have A Verifiable Source of Income?
*
Yes
No
Do You Have Funds Available For Down Payment, Closing Costs, and Prepaid Items?
*
Yes, in Checking and Savings
Yes, in Investments
Yes, in Retirement
I am going to Receive a Gift from a Blood Relative
I am planning on using down payment assistance programs
I only have "green money" in a coffee can
Some or all of the above
I do not have any funds available
Do You Have Military Veteran Benefits?
*
Yes
No
Are You Currently Working With a Realtor?
*
Yes
No
Please Refer Me To One
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