Mortgage Planning Questionnaire

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My commitment to you is to help you make informed choices about your financing options when buying a home. You can help me do that by completing this brief questionnaire prior to our application appointment.

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.

Your Answers to the Mortgage Planning Questionnaire paired with your loan application, give me keen insight to help create the best possible loan strategies for you.

During our appointment, we will discuss your purchasing power based on a review of your credit and income documents, the right amount of cash that will be needed for your purchase, and we will review 2-3 ways to help get you there.

What's really fun about the proposal part of our time together is that we can make changes on the fly to satisfy your what-if curiosities!

I look forward to connecting with you!

Sincerely,

April Young Blackwell
Certified Mortgage Adviser
NMLS ID 415648
984-789-5871
Info@BlackwellMortgageNC.com

Email *

Please let us know up front if you are legally married but your spouse will not be on title. *

I am legally married but my spouse will not be on title.

This does not apply to me.

Required

Name *

Best Number to reach you to follow up *

1. Have you ever owned a home before? *

Yes

If yes, do you own this home now? *

Yes

Required

If you have owned a home in the past, what kind of mortgage loan did you have on it? *

How long do you plan to live in the home you wish to buy? *

Are you looking to purchase 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? *

will need to replace my car

will have college expenses

will need to take care of aging or disabled family members

Other:

Realistically, do you see your household income increasing in the next 5 years? *

Yes

Required

If you answered yes to the previous question, please explain. *

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. *

Pay down debt

Increase monthly cash flow

Creating a monthly budget

Start a savings plan

Building your net worth

Moving to a larger home within X years

Having your mortgage paid off when you retire in X years

Achieving financial freedom in X years

Saving money to send kids to college

Investing in the stock market

Other

Required

What is the maximum you desire to take out of pocket for your down payment and closing costs? *

Are these funds currently in your bank account? *

Have the funds been in your account for at least 60 days? *

Yes

Will you be obtaining a gift? If so, how much, and from whom? *

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. *

Monthly payment

Total closing costs

Down payment

Overall cost of borrowing

Improve credit history

Eliminating other debt

Paying the loan off ASAP

Avoid Mortgage Insurance

Have a fixed monthly mortgage payment

Other

Required

What is the maximum the new mortgage payment should be? *

If you are paying rent currently, how much is that rent? *

Do you have a Will? *

Yes

Do you have Life Insurance? *

Yes

If you have Life Insurance, is it enough to pay off your mortgage? *

Yes

Do you have an attorney? *

Yes

Do you have a preferred Real Estate Agent? *

Yes

If you have a preferred real estate agent, who is it? *

Do you have a Financial Advisor to assist you with your retirement, savings, investment, insurance, needs? *

Yes

Do you have a homeowners insurance agent? *

Yes

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!

Send me a copy of my responses.

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