Is a Mortgage Broker Right For Me? Survey
Your Current Housing Status
Do you rent or own your home?
Rent
Own
Your Current Financial Status
Are you actively seeking a new home purchase in the next 3 months?
Yes
No
Are considering refinancing your home in the next 3 months? If Yes then both of these pop up
Yes
No
Are you interested in refinancing to lower your monthly payments and improve your cash flow?
Yes
No
Are you interested in refinancing to pay your loan off faster?
Yes
No
Your Mortgage Professional Expectations
Do you expect consistent communication while working with a mortgage professional?
Yes
No
Do you expect mortgage professionals should have honesty and integrity while working with you through your mortgage experience?
Yes
No
Do you expect a smooth and complete process while working through your mortgage experience?
Yes
No
Do you expect mortgage professionals should provide the most competitive rates and products?
Yes
No
Do you expect a better mortgage experience through a Mortgage Professional company than a bank? (To understand the full value of Mortgage Professionals click here)
Yes
No
For Life
what are your financial goals?
what are your personal dreams?
How long do you plan to own this house?
What is your Risk Posture?
(what is a risk posture, click here)
What is your goal with this mortgage?
First Name
Last Name
Email ID