Homeowner Annual Review

1
Complete This Quick Quiz and Learn How an Annual Review Can Help You Maximize Your Home’s Value, Plan for the Future, and Make Informed Decisions!
2
How long has it been since you last reviewed your home’s market value?
Less than a year
1-2 years
Over 2 years
I’ve never done a formal review
3
Are you considering any major financial decisions involving your home in the next year?
Yes, I’m thinking about refinancing
Yes, I’m looking at a home equity loan or cash-out option
Yes, I might be ready to sell
No major plans, just want to stay informed
4
Rank these reasons for scheduling a home review from most important (1) to least (4)
5
Have your financial goals changed since you bought your home?
Yes, I’m planning for retirement
Yes, I’m considering major life changes (e.g., college funds, investments)
Somewhat – I’m re-evaluating my budget and expenses
No, my financial goals remain the same
6
Are you aware of how much equity you currently have in your home?
Yes, but I’d like a detailed update
I have a rough idea but need clarification
No, I’m unsure and would like to find out
It doesn’t concern me at the moment
7
Rank the following potential uses for your home equity in order of interest (1-4)
8
How satisfied are you with your current home’s condition and features?
Very satisfied, but open to updates
Somewhat satisfied – considering improvements
Neutral – I’d like expert advice on updates that add value
Unsatisfied – might be ready for a change
9
What’s your main reason for considering an annual home review?
Knowing my home’s current market value
Exploring options to leverage equity
Discussing a possible future sale
Simply staying informed about my home and market trends
10
Are you aware of recent changes in your local housing market that could impact your home’s value?
Yes, and I’m curious how it affects me
I’ve heard a little but want more details
No, and I’d like to learn more
Not concerned but interested in updates
11
How likely are you to schedule an annual home review if it adds significant value specific to your needs?
Very likely – I see the benefit
Likely – I need more information first
Possibly – depends on the review’s focus
Unlikely – I’m not sure how it would help me
12
Name
First Name
Last Name
13
Email
example@example.com
14
Phone Number
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15
Address
Street Address
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