Needs Assessment
Have you already found a property to purchase?
Is this your first time purchasing a home?
What is the intended use of the property?
Select One
Primary Residence
Vacation Home
Investment Property
Estimate the value of the property you wish to purchase:
Less than $100,000
$100,001 - $150,000
$150,001 - $200,000
$200,001 - $250,001
$250,001 - $300,000
$300,001 - $350,00
$350,001 - $400,000
$400,001 - $450,000
$450,001 - $500,000
$500,001 - $600,000
$600,001 - $700,000
$700,001 - $800,000
$800,001 - $900,000
$900,001 - $1,000,000
$1,000,000 -$1,100,000
$1,100,001 - $1,200,000
$1,200,001 - $1,300,000
$1,300,001 - $1,400,000
$1,400,001 - $1,500,000
$1,500,001 - $1,600,000
$1,600,001 - $1,700,000
$1,700,001 - $1,800,000
$1,800,001 - $1,900,000
$1,900,001 - $2,000,000
$2,000,000 +
What type of loan are you looking for?
Select One
Fixed
Adjustable
Option
Other
Not sure
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Borrower Information
Are you the primary borrower?
What is the employment status of the primary borrower?
Select One
Full Time
Part Time
Self-Employed
Student
Retired
Other
What is your average monthly income?
Less than $1,000
$1,001 - $2,000
$2,001 - $3,000
$3,001 - $5,000
$5,001 - $7,000
$7,001 - $10,000
$10,001 - $12,500
$12,501 - $16,000
$16,001 - $20,000
$20,001 - $25,000
$25,001 - $30,000
$30,000+
What are your average monthly expenses?
Select One
Less than $1,000
$1,001 - $2,000
$2,001 - $3,000
$3,001 - $5,000
$5,001 - $7,000
$7,001 - $10,000
$10,001 - $12,500
$12,501 - $16,000
$16,001 - $20,000
$20,001 - $25,000
$25,001 - $30,000
$30,000+
Has the primary or co-borrower filed for bankruptcy, foreclosure, or short
sale in the last seven years?
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