MAB QUESTIONNAIRE

Consultation Questionnaire

To best assist you, I just need a brief overview of where things stand.

A few quick points before you start:

1. No Perfect Numbers Required - your best guess is fine.

2. You do not need to find any paperwork.

3. It will only take you about 5 - 10 minutes to complete.
About You
Name*

First NameLast Name
Phone number*
Please enter a valid phone number.Format: (000) 000-0000.
Email*
example@example.com
SingleMarriedSeparatedDivorced
YesNoUnsure
Number of dependents.
(Children or relatives you financially support)
Property Details
Property address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Estimated amount it is worth*
Your best guess is good enough
1st mortgage balance*
Your best guess is good enough
2nd mortgage/HELOC balance (if any)
Your best guess is good enough
Amount needed to catch up*
Your best guess is good enough
YesNo
Amount owed to HOA
Your best guess is good enough
YesNoUnsure
Date of Auction

MonthDayYear
Date
Your Monthly Income

Please give your best guess. You do not need to look up exact amounts.
Jobs/wagesSocial securitySNAP/EBTUnemploymentVA disabilityChild supportRetirementOther incomeSelf-Employment / Business Owner
Monthly gross pay (before taxes) for you and your spouse.*
Your best guess is good enough
Monthly take home pay (what hits the bank account) for you and your spouse.*
Your best guess is good enough
Social security amount*
Your best guess is good enough
SNAP/EBT amount*
Your best guess is good enough
Unemployment amount?*
Your best guess is good enough
VA disability amount*
Your best guess is good enough
Child support amount*
Your best guess is good enough
Retirement amount*
Your best guess is good enough
Other income amount?*
Your best guess is good enough
Type of work *
For example Uber Driver, restaurant owner, online sales
Average Monthly Sales/Revenue *
Your best guess is good enough
Average Monthly Business Expense (for example, rent supplies, insurance).*
Your best guess is good enough
YesNo
Amount being garnished per paycheck
Your best guess is good enough
YesNo
Briefly explain (e.g., raise, retirement, new job).?
Your Monthly Expenses

Please give your best guess. You do not need to look up exact amounts.
Monthly rent or mortgage payment
Include and HOA or maintenance fees
Utilities
for example electricity, water, phone, internet, cable
Transportation
Gas, car insurance, uber
Installment payments (other than vehicles)
For example furniture, solar leases.
Insurance not included in your paycheck
For example auto and life insurance.
Child expenses
For example childcare, daycare, school costs
YesNo
Monthly support payment amount
What You Owe

Please give your best guess. You do not need to look up exact amounts.
Vehicle loan balance for all vehicles
Your best guess is enough
Total credit card, personal loan, and medical bill balance
Your best guess is enough
Student loans balance
Your best guess is enough
Tax debt
Your best guess is enough
Unpaid child support or alimony
Your best guess is enough
YesNo
Please list the type of each debt and the amount you owe.
Your best guess is enough
What You Own

Please give your best guess. You do not need to look up exact amounts.
YESNO
Please list the type of property ( for example condo, raw land) and value for each property.
Your best guess is enough
All Vehicles
List year, make, model, and value for each. Your best guess is enough
Total amount in cash and bank accounts
Your best guess is enough
Retirement savings
Your best guess is enough
YesNo
List items and values
Your best guess is enough
YESNO
YESNOUNSURE
Final Step (Optional) - Upload a recent paystub for you and your spouse. This will allow me to give you more accurate advice. If you are on your cellphone, you will be able upload a photo you have already taken or you can take a photo right after you click the button.

Cancelof
Is there anything else you want me to know before we talk?
Should be Empty:

About You

Property Details

Your Monthly Income

Your Monthly Expenses

What You Owe

What You Own