Needs Assessment
Your reason for contacting is?
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Lower my monthly payments
Get a lower interest rate
Change the terms of my loan
Cash out
Home equity line of credit
Other
Mortgage(s) you are financing?
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Existing first mortgage only
First and second mortgages
Estimate your current interest rate:
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Less than 2.00%
2.00%
2.25%
2.50%
2.75%
3.00%
3.25%
3.50%
3.75%
4.00%
4.25%
4.50%
4.75%
5.00%
5.25%
5.50%
5.75%
6.00%
6.25%
6.50%
6.75%
7.00%
7.25%
7.50%
7.75%
8.00%
8.25%
8.50%
8.75%
9.00%
9.25%
9.50%
9.75%
10.00%
10.25%
10.50%
10.75%
11.00%
11.25%
11.50%
11.75%
12.00%+
What is your current loan program?
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Fixed
Adjustable
Option
Other
Not Sure
Estimate the current value of your property:
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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 +
Estimate your current loan balance:
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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 +
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Borrower Information
Are you the primary borrower?
What is the employment status of the primary borrower?
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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?
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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+
Do you know your credit score?
Has the primary or co-borrower filed for bankruptcy, foreclosure, or short
sale in the last seven years?
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