Mortgage Refinance-Divorce-Planning-form

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

Yes

How long have you lived at your current address? *

If less than 2 years, please provide your prior address below.

How long did you live at your prior address?

How long have your been at your current employer? *

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

Yes

If less than 2 years, please provide your previous employment information below.

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?

If less than 2 years, please provide 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?

If less than 2 years, please provide co-borrower's previous employer.

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

When did you purchase your home?

Do you own any other real estate? *

Yes

Do you plan to purchase any additional real estate in the future? *

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?

New Car

Change in Work Time (switch to part-time)

New Baby

College Expense

Elder Care

Other

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 children's 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.

Lowest Payment

Lowest Closing Cost

Improve Credit History

Eliminating other debt

Maximize Tax benefit

Paying the Loan ASAP

Lowest Down Payment

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 mortgage payment is ($ 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

Real Estate Agent

CPA / Tax Accountant

Financial Planner

Stockbroker

Insurance Agent

Estate Planning Attorney

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

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

Who introduced you so I can thank them

Favorite Sports Team(s)

Hobbies or Interests

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Mortgage Refinance Divorce Planning