SRT Refinance Ready Quiz

1

What’s your current interest rate?

Under 5%

5.0 – 5.99%

6.0 – 6.99%

7% or higher

Not sure

2

When did you get your current mortgage?

Within the last year

1–2 years ago

3+ years ago

Not sure

4

What’s most important to you right now?

Lowering my monthly payment

Paying off my home faster

Skipping a month’s payment to free up cash

Consolidating higher-interest debt (credit cards, car loans, etc.)

Tapping into equity for renovations or investments

5

How do you feel about closing costs?

I’d rather pay them upfront to lock in the lowest rate

I’d rather roll them into my loan so I don’t pay upfront

I’d consider a “no closing cost” loan even if the rate is a bit higher

Not sure, I’d like guidance

6

Did you pay discount points on your current loan?

YESNO

7

How would you rate your overall financial flexibility right now?

I need to lower my expenses ASAP

I’m comfortable but want to save more each month

I want to leverage my equity for bigger goals

Not sure

8

Would you like to see how much you could potentially save with a personalized review?

Yes, let’s check!

Maybe, just send me some info first

Not right now

9

If someone referred you (agent/financial planner/attorney/etc) please provide their name

10

Your Name* This field is required.

First Name

Last Name

11

Your Email* This field is required.

example@example.com

12

Phone Number* This field is required.

Please enter a valid phone number.