We strive to develop a strong professional relationship with each of our clients. This form will help us better serve you as we build our relationship and manage your loan! It’s All About YOU! Name * First Name Last Name Email * Phone (###) ### #### 1st Responder or Veteran if so which and what Branch? Thank you for your Service! Children Living With You-Names and Birthdays Pets and Names Favorite Charity Favorite Treats (desert/Snack) Favorite Drinks & or Adult Bev. Hobbies Do you have a TRUST (estate plan) Yes No Marital Status Married Unmarried/Single Domestic Partnership Anniversary Date MM DD YYYY Spouse Name First Name Last Name Spouse: Favorite Treats (desert/Snack) Spouse: Hobbies Spouse: Favorite Charity Spouse: Favorite Drinks & or Adult Bev. Co:Borrower Name First Name Last Name Email- Co Borrower Phone- Co Borrower (###) ### #### Co Borrower Marital Status Married Unmarried/Single Domestic Partnership Co Borrower: Spouse Name First Name Last Name Co Borrower Anniversary Date MM DD YYYY Co Borrower (s): 1st Responder or Veteran if so which and what Branch? Co Borrower (s): Do you have a TRUST (estate plan) Option 1 Option 2 Co Borrower(s): Favorite Drinks & or Adult Bev. Co Borrower(s): Pets and Names Co Borrower(s): Children Living with you Names and Birthdays Co Borrower(s): Favorite Charity Co Borrower(s): Favorite Treats (desert/Snack) Co Borrower(s): Hobbies Would you like me to connect you to a great Financial Advisor? Yes No Would you like me to connect you to a great Tax Advisor/CPA? Yes No Are there any other professionals you would like and introduction to such as a landscaper, contractor etc? I am always looking for great people and who better to trust than you! If you work with a amazing Financial Planner, CPA/Tax Professional or Attorney please provide their name and contact as I am always looking for great people to add to my network. We Need Your Help! Can we count on you to recommend us to at least ONE person who may benefits from our services in the coming 12-months? Yes No Maybe Thank you!
