What is your email address?
*
1) First & Last name
*
2) Date of Birth
3) PreferredĀ phone number
*
4) Do you currently own, or previously have owned real estate?
5) What town do you currently reside in?
6) Have you been pre-approved for a mortgage in the last 90 days under your name? If so, for how much?)*(if yes, answer question #7)
7) If answered yes to question #6, who is your mortgage lender and at what interest rate were you pre approved for?
8) What is your primary source of income?
W2 employer
Self employed
Investment/business passive income
9) If you are self-employed, how many years have you reported this income on your tax returns?
10) If you are a W2 employee, how long have you been in that industry or line of work for?
11) What is your projected income for 2025 from your primary source?
Less than $60,000
$60,000-$80,000
$80,000-$100,000
$100,000 or Greater
12) What is your current credit score? (ex: score from credit karma or credit card company FICO score)
13) What liabilities do you have under your name currently? (this also counts anything you are a co-signer on) Check all that apply
Credit cards
Auto loans
Student loans
14) Please indicate approximately the total amounts owed for each liability checked off.
15) Are you an active member or veteran of the US military?
16) How much do you currently have available in liquid capital? (ex: checking account, saving account, stocks, 401k)
17) What is the most amount of capital you can spend on your first/next real estate purchase?*
18) Are looking to buy a single family or multi-family property?
19) Will you be buying with a significant other or a business partner? If yes, will they also be on the loan?
20) What current areas or markets are you looking to buy in?
21)?Where/how did you hear about me?
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