What is your marital status?
marital Status
What is the number of dependents?
number of dependants
What is your current address?
Address
How long have you lived there for?
time at address
What type of mortgage can I help you with?
Type of mortgage
*
Home Purchase
Refinancing
Renewals
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What is your employer's name?
employers name
What is your annual salary?
annual salary
When was your start date of your current job?
Provide a 3- year history
start date of current job
and what's your occupation?
occupation
What type of assets do you own?
Vehicle-year, make & model, Cash-in bank - Financial institution & Amount - Investments - Financial Institution & Amount
assets owned
If purchasing a home, what is the purchase price you're looking at?
proposed purchase price
If purchasing a home, what is your down payment?
down payment available
5% to 10%
11% to 20%
21% or more
No Down Payment Yet
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What was your homes original purchase price and date?
home purchase price and date
What are your mortgage details?
Lender, Approximate Value, Mortgage Balance, Payment Amount, Interest Rate, Maturity Date, Property Tax Amount
mortgage details
What are your property details?
Age of home, Square Footage, Style of home, Garage, Number of storeys, Doubled, Attached?
property details
And which times work best for us to give you a call?
Best time to call
Moring (before 12pm)
Afternoon ( 12pm - 4pm)
Evening (4pm - 8pm)
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