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Have you lived at your current address 2 years or more? *

Yes

How long have you lived at your current address? *

Have you been at your current employer for 2 or more years? *

Yes

How long have your been at your current employer? *

How long were you at previous employer? *

Do you have a co-borrower that you are applying with? *

Yes

Co-borrower's Cell Phone

Co-borrower's Work Phone

Co-borrower's Current Address

Has the co-borrower lived at their current address 2 years or more?

Yes

How long has the co-borrower lived at their current address?

Co-borrower's Prior Address

How long has the co-borrower lived at their Prior address?

Co-borrower's current employer

Has the co-borrower been at their current employer for 2 or more years?

Yes

How long has the co-borrower been at their current employer?

Co-borrower's Previous Employer

How long was the co-borrower's at their previous employer?

Have you ever owned a home before? *

Yes

What type of mortgage did you have?

Conventional

FHA

Jumbo

Home Equity Line of Credit

Did you have a fixed rate or adjustable rate?

How much do you have saved for a downpayment? *

Can your family gift you funds for a down payment?

Yes

Do you prepare your own income tax returns?

Yes

If not, are you familiar with the tax benefits surrounding a mortgage on your personal residence or rental property?

Yes

How long do you plan to live in this house?

Realistically do you expect your household income to increase or decrease in the 2 years? If so, by how much?

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.

Building your net worth

Moving to a larger home

Having your mortgage paid off by retirement

Achieving financial freedom

Saving money for your childrenâs education

Investing in the stock market

Do you have another personal goal not listed above? If so, please tell us here: *

What is most important to you about your mortgage? Please select up to 3 priorities.

Keeping my monthly payment as low as possible

Keeping closing costs as low as possible

Improving my credit

Paying off or reducing other debt

Maximizing potential tax benefits

Paying off my mortgage as quickly as possible

Making the lowest down payment possible

Is there another mortgage priority thatâs important to you? If so, please tell us here: *

What monthly mortgage payment do you feel comfortable making? ($ per month) *

My current rent per month. *

Do you currently have a household budget?

Yes

How would you best describe your financial philosophy?

Conservative

Moderate Risk Taker

Risk Taker

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?

Yes

Do you maximize your contribution?

Yes

Do you have a will?

Yes

Have you established a living trust to protect your family's assets in the event of something happening to you or your spouse / partner?

Yes

Do you have Life Insurance?

Yes

Do you have renters insurance

Yes

What is most important to you about working with a lender.

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Mortgage Planning Questionnaire