Full Name
Email
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Phone
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What type of financing are you seeking?
Purchase
Refinance
Cash-out refinance
Construction / Renovation
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Property Type
Single-family
Condo / Townhome
2–4 Unit
Mixed-use / Other
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Intended Occupancy
Primary Residence
Second Home
Investment Property
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Desired closing timeframe?
ASAP (Under 30 days)
30–60 days
60–90 days
Flexible / Exploratory
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Documentation Readiness (Paystubs, Tax Returns, Statements)
All documents readily available
Most documents available
Some documents need gathering
Not started
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Decision Authority
I am the sole decision-maker
Decision shared with spouse/partner
Researching for the final authority
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Employment Type
W-2 (Single Employer)
Self-EmployedSelf-Employed / Business Owner
Mixed / Other
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What’s hourly rate for full-time
If self-employed, what is your net income line 31 on Schedule C
What’s annual salary before taxes
Time in current line of work?
5+ years
2–5 years
1–2 years
Less than 1 year
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Income Consistency
Very Stable
Mostly Stable
Variable (Commission/Bonus)
Highly Variable
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Bonus / Commission / Variable Income
None
<25% of total income
25–50%
>50%
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Estimated Credit Score Range
740+
700–739
660–699
620–659
Below 620
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Recent late payments (past 24 months)?
None
1–2
3+
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Have you had a Bankruptcy or Foreclosure?
None
Yes (More than 4 years ago)
Yes (Recent / Less than 2 years)
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Current debt load relative to income (DTI)?
Low (No car/credit card debt)
Moderate
High
Not sure
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Liquid assets available for closing & reserves?
More than sufficient
Adequate
Tight
Uncertain
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Source of Down Payment/Funds?
Personal Savings
Gift Funds
Business Funds
Mixed Sources
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How would you describe the complexity of your financial profile?
Very straightforward
Some complexity (Multiple entities/K1s)
Highly complex
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What is your expectation for advisor responsiveness?
Same day / High touch
24–48 hours
Flexible
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