NEW MORTGAGE CLIENT QUESTIONAIRE-
MLO LICENSE# 1712304 REALTOR LICENSE #25013961
Type of Loan
Purchase Standard
Purchase State Bond Home Advantage
Refinance Rate Term
Refinance Cash Out
Renovation or DSCR or OTHER
Citizenship
US Citizen
Permanent Resident Alien
ITIN
EAD Employment Authorization Document
Other
Borrower 1
First Name
Last Name
Borrower 2
First Name
Last Name
Borrower 3
First Name
Last Name
Phone Number B1
Please enter a valid phone number.
Format: (000) 000-0000.
Phone B2
Please enter a valid phone number.
Format: (000) 000-0000.
Phone B3
Please enter a valid phone number.
Format: (000) 000-0000.
Email B1
example@example.com
Email B2
example@example.com
Email B3
example@example.com
HOW DOES THE CLIENT WISH TO BE CONTACTED (PUSH EMAIL)
Please Select
Phone Call
Email
Text
REALTOR NAME OR Referral Source + how you know the referral + are they shopping our business partner?
MAX PURCHASE AMOUNT
First Time Homebuyer
Yes
No
Personality Type
Range of purchase price
MAX PAYMENT AMOUNT
Annual Income
DOWN PAYMENT Amount + CLOSING FUNDS+ Where are they coming from
GIFT FUNDS Needed?
Loan Type
Primary
2nd Home
Investment
Loan Product
Conventional
FHA
VA
USDA
Brokered Loan
Target Investor
Location / County
Priorities ( Lifestyle, schools, reasons for buying)
Emotional State and Specific needs
Urgency
Very (Request Rush)
Standard(25 to 30 days)
near future (2-5 Months out)
Incubate (6 or more months)
ARE THEY: OR
ACTIVELY LOOKING
JUST STARTING
Incubate/Drip on the lead
Red Flags/ Items to watch out for
Guideline Clarification Needed
Additional file notes
Submit
Should be Empty: