Your Mortgage Advisor, Kristin CooperMortgage Efficiency Check-in **IMPORTANT PLEASE ANSWER THE BELOW** Name * First Name Last Name Phone (###) ### #### Email * Property Address This property is currently a Primary Home Rental Other Current Balance $ Do you have a 2nd Mortgage on this home? Yes No Balance on 2nd Loan $ Credit Score Do you have debts you would like to payoff? If so roughly how much? Do you have the funds to pay them off or a plan to pay them off soon? Are you feeling any pressure with your current mortgage payment? Yes No Are you routinely paying anything above your current monthly mortgage payment? Yes No If yes, how much extra a month? How long do you plan on owning this property? 1-3 Years 4-7 Years 8+ Years Do you have any upcoming home improvement projects, or a desire to make any improvements to the property? Yes No Possibly If so, what and how much do you think it will cost to fund it? What do you think the value of your home is currently? Have you considered purchasing a second home or investment home? Yes No Do you currently have a go to Financial Planner Yes No If yes, how do you rank them on a scale of 1-10, with 10 being amazing Do you have a TRUST setup? Lets Discuss your Check up. Schedule your Quick 15 Minute Call https://calendly.com/homeloansupport/loancheckup
