We strive to develop a strong professional relationship with each of our clients. This form will help us better serve you during and after the mortgage process! 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. Realtors First and Last Name We Need Your Help! When we do a great job and exceed your expectations, 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!
