New Client Questionnaire
I'm so excited to work with you! Tell me...
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What are you looking to accomplish?
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What is your timeframe?
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Have you spoken with a lender yet?
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What is your mailing address
When is your birthday?
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DD
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YYYY
What is your cellphone number?
What is your primary email address?
What is your favorite restaurant?
Hobbies/Interests
How would you like to communicate best?
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