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Hey There!
Would you mind answering some questions to help me get to know you better?
13
Questions
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1
Let’s Start With Your Name
*
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First Name
Last Name
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2
Nice to Meet You! How Did You Hear About Me?
(Who can I thank for referring you?)
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3
What Concerns You the Most About the Loan Process?
Be honest! We are here help meet your needs and calm any concerns you may have!
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4
What is the Best Way for Us to Communicate with You?
Phone Call
Txt
Email
Snail Mail
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5
When is Your Birthday?
Month and day is just fine. After all, age is just a number, right?
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6
If You’re Married, When is Your Anniversary?
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7
What is the Name of Your Favorite Restaurant and/or Coffee Shop?
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8
What are Some of Your Favorite Snacks?
Candy, chips, beef jerky, kiwi, etc…
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9
Do You Have a Favorite Cocktail?
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10
What Is Your Favorite Store?
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11
Do You Have a Favorite Movie?
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12
Do You Have Any Hobbies?
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13
Finally, What is Your Favorite Sports Team?
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