Complete The Questionnaire Below To Schedule Your Onboarding Meeting

First Name *

Last Name *

Phone *

Email *

Street Address *

City *

State *

Postal code *

What Is Your Credit Score *

Select Your Employment Type *

W2 Employee
Self Employed
Retired
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Total Household Monthly Income Before Taxes *

$

Total Household Monthly Income After Taxes *

$

Total Monthly Expenses (Not Including Mortgage Payment) *

$

Checking Account Balance *

$

Savings Account Balance *

$

Retirement Account Balance *

$

Do You Have Auto Loan(s) *

Yes

No

Auto #1 Principle Balance *

$

Auto #1 Monthly Payment *

$

Auto #2 Principle Balance

$

Auto #2 Monthly Payment

$

Do You Have Credit Card Debt *

Yes

No

Total Credit Card Debt *

$

Total Credit Card Monthly Minimum Payment *

$

Do You Have Student Loan(s) *

Yes

No

Total Student Loan Debt *

$

Total Student Loan Minimum Payment *

$

Do You Have Private/Personal Loan(s) *

Yes

No

Total Private/Personal Loan Debt *

$

Total Private Personal Loan Minimum Monthly Payments *

$

Home Type *

Primary Residence

Second Home

Investment Property

Property Classification *

Single Family Residence
Condo
Townhome
Multi-Family
Manufactured
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Property Value *

$

Do You Currently Have A Mortgage *

Yes

No

Mortgage Balance *

$

Current Interest Rate *

Total Monthly Required Mortgage Payment *

$

Portion of Mortgage Payment Applied to Interest *

$

Portion of Mortgage Payment Applied to Principal *

$

Portion of Mortgage Payment Applied to Escrow (If Included With Payment) *

$

Annual Property Taxes *

$

Annual Homeowners Insurance *

$

Annual HOA (If Applicable)

$

Additional Real Estate *

Yes

No

Additional Real Estate Monthly Cash Flow/Loss

$

By checking the box below you are in agreement that any conversation with a member of our team is for educational and informational purposes only. At no point should it be considered financial advice. You also agree that any scenarios discussed are simply options to help you make an educated decision and should never be considered a recommendation or suggestion. If you disagree, do not submit this form and please seek advise from a licensed financial advisor or planner. *

Yes, I Agree