Mortgage Concierge Tool

Social Security Number is not required. We do not need to pull your credit at this time. The Mortgage Concierge Tool is designed simply to give us enough information so we can effectively assist you in your search for the right mortgage product. No pressure. Just the sharing of information to help you make an informed decision. The more detailed information you provide, the better we can assist you.

E-mail(*)

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Full Name(*)

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Phone(*)

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Current Address

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Purpose of Loan(*)

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Address of property to be refinanced?

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What type of home are you interested in?(*)

Please tell us how big is your company.

Your credit profile?(*)

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Reason for Refinance?(*)

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Mortgage(s) you are refinancing?(*)

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Estimate the current interest rate of loan(s) to be refinanced?(*)

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Current Loan Type(*)

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Estimate the current value of your property?(*)

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Estimate your current loan balance.(*)

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Have you already found the home you wish to purchase?(*)

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What type of Loan are you interested in?(*)

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Is this your first time purchasing a home?(*)

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What is your intended use for the property?(*)

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Estimate the value of the home you wish to purchase(*)

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How long do you plan on keeping the home?(*)

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Number of Borrowers going on the loan?(*)

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Employment Status of Borrower 1(*)

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Employment Status of Borrower 2

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Employment Status of Borrower 3

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Employment Status of Borrower 4

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What is the average Monthly income for all Borrowers combined?(*)

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Estimate your recurring Monthly expenses. (student loans, car payments, Credit Card minimums, mortgage payments, etc.)(*)

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Have any of the Borrowers had a serious credit issue in the past 7 years such as bankruptcy or foreclosure?(*)

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Please explain

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Any additional information that you think would be helpful?

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Mortgage Concierge Tool