Mortgage Goals Survey

Mortgage Goals & Me Survey

We ask questions that are not in your typical mortgage application so that we can select the right product and strategy that will help move you closer towards your long-term goals.

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Who You Are		Mortgage Strategy Questions		Page 3

Your Name
N/A

Required First Required Last
Email Address *
N/A
What is your preferred method of communication *
N/A

While we will try to use your primary method when possible, but we do need to send many of the detailed communications through email so it's easier to understand and for compliance purposes.
Who is the primary contact person for your mortgage? *
N/A

While we always try to include all applicants on all communications, some of our automated emails can only be sent to 1 person. We want to know who the primary contact person is, in case it's different than yourself.
Primary Contact Name
N/A

Required First Name Required Last Name
Primary Contact Person Email *
N/A

	Not Important	Somewhat Important	Very Important
Lowest Payment *
Flexible Pre-Payment Options *
Low Penalties *
Creates the Most Long-term Wealth *

	Yes	No	I'm Unsure - Let's Discuss
I want to pay off my home as quick as possible *
I am worried that mortgage interest rates are going to skyrocket *
I have a retirement savings plan and I regularly contribute into it *
Flexible terms in my mortgage is important to me *
I prefer to Fixed Interest Rates over Variable/Adjustable Rates *
I want the lowest possible interest rate, even if it can potentially cost me more in the long-term *
I prefer to be safe and not take too much risks *
I check my investment balances regularly because I'm worried that the market may go down *
I want to know exactly what my mortgage payment is every time. *
I am interested in converting my home into a rental in the future *

	I Don't Have One	Poor	Neutral	Good	Excellent
Accountant *
Financial Planner *
REALTOR *
Real Estate Lawyer *
Licensed Insurance Provider *

Mortgage Goals & Me Survey