Welcome to Golden Bay Mortgage.  We strive to build strong relationships with our clients and provide the best possible service.  
This form is designed to help us get to know you better and understand your unique needs so that we can tailor our services to meet your goals and expectations.  
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Email *
Who referred you? *
What did they have to say about us? *
I/We would like to learn the following in our meeting today: *
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More About YOU - The Financial Part
I/We have a financial planner? If yes, who?
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I/We have a CPA? If yes, who?
 *
I/We have an insurance agent? If yes, who?
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I/We have a will completed? If yes, when completed?
 *

I/We have other people assisting you with our money decisions? If yes, who?

 *

I/We have completed a monthly budget? If yes, who?

 *

How much do you save per month (401k/savings/investments)

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What's important to you about choosing and working with a Mortgage Lender?

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More About YOU - The Fun Part

My/Our favorite sports team is:

My/Our pet is a:

My/Our favorite restaurant is

My/Our favorite hobbies are:

My/Our favorite movie is:

My/Our dream vacation is:

My birthday:

Names of Children & Ages

If we surprise you with a closing gift, you might like?

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Communication - How can we best communicate with you?

Your Name

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Email

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Cell

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Spouse Name

Email

Cell

A copy of your responses will be emailed to the address you provided.
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