JaniceNugent.com
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Mortgage Planning Questionnaire


My commitment to you is to help you make informed choices about your financing options. You can help me by completing this questionnaire prior to our next conversation. There are many different ways to finance a home; to find the best option for you we must take into consideration your long & short-term financial & investment goals as well as your payment & equity objectives. I will work with you to outline your goals, analyze your current home equity & recommend several different strategies that will enable you to achieve those goals. Part of building a solid plan to refinancing your home is to have all of our ducks in a row. This includes making sure all the other professionals involved with your financial affairs are included in one way or another. That is why I’m asking about who these
professionals are in your life.

Have you lived at your current address 2 years or more? *
Have you been at your current employer for 2 or more years? *
Do you have a co-borrower that you are applying with? *
Has the co-borrower lived at their current address 2 years or more?
Has the co-borrower been at their current employer for 2 or more years?
Have you ever owned a home before? *
What type of mortgage did you have?
Can your family gift you funds for a down payment?
Do you prepare your own income tax returns?
If not, are you familiar with the tax benefits surrounding a mortgage on your personal residence or rental property?
Do you foresee any other financial obligations in the next 5 years?
Which of the following financial goals are most important to you? Please select up to 3.
What is most important to you about your mortgage? Please select up to 3 priorities.
Do you currently have a household budget?
How would you best describe your financial philosophy?
Are you working with or do you have any of the following? Check all that apply
Do you participate in the retirement plan at work?
Do you maximize your contribution?
Do you have a will?
Have you established a living trust to protect your family's assets in the event of something happening to you or your spouse / partner?
Do you have Life Insurance?
Do you have renters insurance