Simply Do It Questionnaire & Goal Sheet
Real Estate Investor Formula
Invest in your Education | Listen to your Mentor | Develop Power Team | Take Action

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This form is available to download in a PDF version on SimplyDoIt.net/PDF
Please mail PDF file to Meet@SimplyDoIt.net when completed
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General Information
Your Full Name
Cell/Work
Email
Occupation
Current Income
annual
Additional Income
annual
Goals and Experience
What Are You Looking Forward To Learning During This Webinar Series?
What Is Your Number One Reason For Wanting To Attend?
On Your Current Income Path, Will You Reach Your Financial Goals In the Next 2-3 Years?
Are You Currently A Real Estate Investor? Yes/No
Clear selection
If Yes, Would You Consider Yourself:  
Clear selection
What Strategies Are Most Important To You:
Credit
Clear selection
Acquisition
Other
Clear selection
Investment Experience
Do You Own Investment Properties?
How Many Units Do You Own?
Do You Have Positive Cash Flow?
Do You Manage Them Yourself?
Are The Properties In Your Name?
Do You Need Asset Protection?
“Having a detailed snapshot of your personal situation allows us to best help you develop a plan for the future. Having access to personal capitol and credit, along with using other people’s money, is essential to building a successful Real Estate Empire.”
Overall Credit:
Clear selection
Credit Card Information:
Card Type (A)
Credit Limit (A)
Balance Owed (A)
Card Type (B)
Balance Available (A)
Credit Limit (B)
Balance Owed (B)
Balance Available (B)
Personal Assets
Mortgage/Rent ($)
Mortgage Balance ($)
Checking Account ($)
Savings Account ($)
Money Market ($)
401k ($)
HELOC ($)
Home Equity Line Of Credit
Cash On Hand ($)
Scale of 1-10 How Motivated Are You To Achieve Real Estate Success?
Clear selection
Can You Commit to Your Success…
5-10 Hours per week?
Clear selection
Financial Investment?
Clear selection
100% Commitment?
Clear selection
What Has Stopped You So Far In Achieving Your Goals?
Submit
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