Mortgage Planning Questionnaire
My commitment to you is to help you make informed choices about your financing options when refinancing a home. You can help me do that by completing this brief questionnaire along with completing the loan application.

There are many different ways to finance a home, but to find the best option for you we must take into consideration your long and short-term financial and investment goals as well as your payment, principal, equity, tax, and cash-flow objectives.

During our appointment, I will provide you some loan strategies that best support your preferences and that are achievable based on your loan application.

Thanks in advance for your answers and information!

Sincerely,
April Young Blackwell
Certified Mortgage Adviser
NMLS ID 415648

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Email *
Phone Number to call and Follow up *
Name *
Tell Me about the mortgage(s) you have currently on the home. What is the balance of the first mortgage, on the second mortgage (if any), Current rate, and remaining years on the loan? *
What is your current mortgage rate, balance, and loan type? For example, do you have a conventional, FHA, VA, USDA, or Other loan type? *
What are you looking to do with the loan you have now? select all that apply *
Required
If you have other debt you want paid off, please list it here. Include the balance, current payment, interest rate, name of creditor. Or, you can upload statements *
Is the home you wish to refinance a primary residence, a second home, or an investment property? *
Over the next 5 years, do you foresee a change in your financial obligations as it pertains to any of the following? *
Realistically, do you see your household income increasing in the next 5 years? *
Required
Please explain if you answered YES to the previous question *
Any major changes in income or expenses over the next 10 years? If so, what, and how? *
Which of the following personal goals are most important to you? Please check all that apply. *
Required
There are many ways to structure your mortgage and the associated risks and benefits of certain types of loans. When looking at the following, please check the top 5 things that are important to you. *
Required
If you are considering reducing the term of your current mortgage, what is the maximum the new mortgage payment should be? *
Do you have a Will? *
Do you have Life Insurance? *
If you have Life Insurance, is it enough to pay off your mortgage? *
Do you have an attorney? *
Do you have a Financial Advisor to assist you with your retirement, savings, investment, insurance, needs? *
Who is your homeowner's insurance agent? *
How did you hear about us? *
If you were referred to us, who can we thank? *
Is there anything about yourself you would like to share prior to our call that you feel is important for us to know? If you think you have a strange or challenging scenario, this would be a good place to explain that. It will help us research your topic in advance. *
Thank you!
We really appreciate you taking the time to answer these questions ahead of our call. It certainly helps us to prepare. We know your time is valuable. We want to make the most of it! 

Please email me at april@blackwellmortgagenc.com to let me know you have completed the questionnaire or to ask questions.
A copy of your responses will be emailed to the address you provided.
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