Mortgage Planning - Concierge Questions

Thank you for making the decision to work with The West Team - The
Right Direction in Real Estate. You are about to begin the first step in
creating a unique mortgage plan to fit your needs and goals. Before
we take you through the Uniform Residential Loan Application (URLA),
our Team feels it is important to ask you a few questions that are
often overlooked. Please take a quick second to insure that you
answer these questions. The more we know about you the more
we can guide you in the Right Direction!

(REMEMBER: Please use proper upper and lower case letters when
completing all fields on your application. Thank you.)
 
*Name:
*Email:
*Phone:
*How do you prefer to be contacted:
*How did you hear about us:
*What are you looking for from a Mortgage Planner:
*If Refinancing, what are you hoping to accomplish:
*If Purchasing, How much will your down payment be:
*If you're looking to put $0 down are you a Veteran:
*What would be a comfortable payment for you:
*Would this payment include taxes/insurance:
*How long do you plan on staying in your home:
*Have you reviewed our "Do's and Don'ts" page:
*What type of information would you like more of:

Note: Fields with an * are required

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