What is your marital status?
What is the number of dependents?
What is your current address?
How long have you lived there for?
What type of mortgage can I help you with?
What is your employer's name?
What is your annual salary?
When was your start date of your current job?
Provide a 3- year history
and what's your occupation?
What type of assets do you own?
Vehicle-year, make & model, Cash-in bank - Financial institution & Amount - Investments - Financial Institution & Amount
If purchasing a home, what is the purchase price you're looking at?
If purchasing a home, what is your down payment?
What was your homes original purchase price and date?
What are your mortgage details?
Lender, Approximate Value, Mortgage Balance, Payment Amount, Interest Rate, Maturity Date, Property Tax Amount
What are your property details?
Age of home, Square Footage, Style of home, Garage, Number of storeys, Doubled, Attached?
And which times work best for us to give you a call?