Annual Mortgage Review Questionnaire
Happy mortgage anniversary! It's hard to believe that so much time has passed since we assisted with your home financing. As promised, I am committed to keeping your loan file up-to-date so that you don't have to start the mortgage process over if you decide to move or refinance.

By updating information in your loan file, we can be ready to assist you in the future with:
• A new purchase
• Refinancing
• Second home
• Investment properties
• Home equity
• Home improvement loan

This information also allows us to make sure your current mortgage is working efficiently and effectively to meet your financial goals.

I will review your updated information and provide you with suggestions or solutions as needed based on your current financial situation. Each year we will repeat this simple process to ensure your mortgage loan is meeting your current and future needs.
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