Request an Estimate
Answering these questions will help our team prepare a detailed estimate. If you prefer to speak, please feel free to call 713-843-7565.
Purchase or Refinance?
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Purchase
Refinance
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Refinancing an Existing Mortgage
Time to ditch that old mortgage and replace it with a shiny, new one.
Estimated Market Value
*
Your best guess is fine. A real estate agent (or Zillow) might be able to offer advice on this if you are unsure.
Can you upload a copy of your last mortgage statement?
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No
Yes
Upload Your Last Mortgage Statement
*
Browse Files
Drag and drop files here
Choose a file
We'll use it to get your payoff, interest rate, and monthly payment for interest savings calculations.
Cancel
of
Current Balance or Payoff
*
On your primary first loan if there are multiple.
What's your current interest rate?
This will help us calculate the remaining interest on your mortgage.
What's your current principal and interest payment?
Found on your last mortgage statement. Exclude taxes and insurance for now.
Address
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Have you refinanced this home in the past?
*
No
Yes
When did you refinance?
*
Please Select
Less than 4 years ago
Between 4 - 8 years ago
More than 8 years ago
We will look to get you discounts at title if possible.
Did you pull any equity out of your home on that last refinance?
*
No
Yes
When did you buy this home?
*
Please Select
Less than 4 years ago
Between 4 - 8 years ago
More than 8 years ago
We will look to get you discounts at title if possible.
Is there a second loan? (Eg. HELOC)
*
No
Yes
When did you open this second loan?
*
When I bought this home (eg. 80/15/5)
After I bought this home (eg. Home Equity Line of Credit)
Second Loan Payoff
*
What type of property are you refinancing?
*
Single Family
Condo
Townhome
2 Units (Multi-family / Duplex)
3 Units (Multi-family / Triplex)
4 Units (Multi-family / Fourplex)
Vacant Land
Other
Monthly Homeowner Association Dues
Your home may have required monthly dues. List them here for us.
This home is my...
*
Primary Residence
Second Home
Investment (rented or plan to rent it out)
Do you escrow your taxes and homeowner's insurance?
No
Yes
Annual Property Taxes
Annual Homeowner's Insurance
When does your homeowner's insurance renew each year?
Please Select
January
February
March
April
May
June
July
August
September
October
November
December
This will help us accurately calculate your new escrow prorations.
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Next
Purchase a New Property
Let's learn more about your new primary residence, second home, or investment.
Do you have a house under contract with a closing date?
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No
Yes
Can you upload a copy of your contract?
*
No
Yes
Upload Your Sales Contract
*
Browse Files
Drag and drop files here
Choose a file
We can skip a lot of questions and get the details from the contract if you upload it for us.
Cancel
of
What's your closing date?
*
-
Month
-
Day
Year
Do you have a house in mind?
*
No
Yes
Address
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
What city or zip code are you shopping in?
Feel free to entire more than one, or none at all.
Purchase Price
*
(or price to base this estimate on for now)
Preferred Down Payment
*
Percentage or actual dollar value
Is this a new build? (new construction)
*
No
Yes
Are you considering new construction?
*
No
Yes
What type of property are you buying?
*
Single Family
Condo
Townhome
2 Units (Multi-family / Duplex)
3 Units (Multi-family / Triplex)
4 Units (Multi-family / Fourplex)
Vacant Land
Other
Monthly Homeowner Association Dues
Your home may have required monthly dues. List them here for us.
This home will be a...
*
Primary Residence
Second Home
Investment (plan to rent it out)
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Next
Your New Mortgage
Let's get some preferences on your new mortgage to narrow down the options. Feel free to leave this section empty if you are unsure.
Do you know the kind of mortgage you want, or need guidance on this?
*
I'd like guidance on this
I know the term and type (conventional, FHA, etc.)
Desired Mortgage Types
Conventional
FHA
VA
Jumbo
USDA
Is this your first time using your benefits?
*
Yes
No
If you have a disability rating, what percentage?
Desired Mortgage Terms
10 Year
15 Year
20 Year
25 Year
30 Year
Other
Your Credit Score
*
You can estimate for now - we'll base your estimate off of this score.
What are your goals with this refinance?
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Reduce the interest rate
Reduce the monthly payment
Adjust the length of the mortgage
Pull equity out of my home
Other
How much money did you want to get back at closing?
*
This would be considered a "cash-out" refinance.
Have you owned any real estate in the last 3 years?
*
Please Select
No
Yes
What's your gross annual income?
*
Please combine the before-tax incomes of all that would be applying.
About You
What's your name?
*
First Name
Last Name
What's your email address?
*
Best phone number to reach you?
*
How did you hear about us?
*
Please Select
Real Estate Agent
Friend/Family
Yelp
Google
Zillow
Lendingtree
Other Website
Who referred you?
*
First Name
Last Name
Notes for the Team
Share anything we may have missed that you feel is important to know in advance.
Submit
Should be Empty: