JavaScript isn't enabled in your browser, so this file can't be opened. Enable and reload.
Magna Carta Wealth Questionnaire
REAL ESTATE
* Indicates required question
Contact Information
Name (First & Last)
*
Your answer
Email
*
Your answer
Phone
*
Your answer
Communication Preference
Email
Phone
Text
Taxation
Are you up to date on your taxes?
Yes
No
Unsure
Clear selection
Do you have a tax professional you currently work with?
Yes
No
Clear selection
Option - If yes, please fill out their info below so we may contact.
Your answer
Financial Planning
Do you have a financial plan you currently follow?
Yes
No
Clear selection
Do you work with a financial advisor?
Yes
No
Clear selection
Option - If yes, please fill out their info below so we may contact.
Your answer
Real Estate
Do you rent or own?
Rent
Own
Clear selection
If own, do you have a mortgage?
Yes
No
Clear selection
What are your real estate goals?
Residential
Commercial
Other:
Area(s) of interest/purchase?
Your answer
Do you currently work with a real estate professional?
Yes
No
Clear selection
Option - If yes, please fill out their info below so we may contact.
Your answer
Lending
Do you already have a home picked out?
Yes
No
Clear selection
What is the purchase price you have in mind?
Your answer
Have you been approved/pre-approved for a home loan?
Yes
No
Clear selection
If so, what is the down payment you are willing to provide?
Your answer
Submit
Clear form
Never submit passwords through Google Forms.
Forms
This content is neither created nor endorsed by Google.
Report Abuse
Terms of Service
Privacy Policy
Help and feedback
Contact form owner
Help Forms improve
Report