It's All About YOU!
Will you help me get to know you a little better
by completing this short All About You form? Thank you!!
MortgageExperts
Name:
Spouse/Partner
Do you have any current financial or homeownership questions we could help with?
Are you considering buying another home in the future?
Would you be interested in investing in real estate?
What are your real estate goals for the next few years?
Do you know anyone currently thinking about buying or refinancing?
If rates dropped or the right opportunity came up, would you like us to reach out to you?
More About You - (The fun stuff)
Favorite weekend activity?
Your B-day:
Spouse's B-day:
Wedding Anniv.:
Pets/Names?
Fav soda or cold drink?
Spouse/Co:
What college did you attend?
Spouse/Co:
Fav. restaurant?
Spouse/Co:
Fav. adult beverage?
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Favorite charity?
Fav. dessert?
Spouse/Co:
Fav. Candy/snack?
Spouse/Co:
Thank you for taking the time to complete our All About You form. At Mortgage Experts, your information helps us better understand your goals so we can serve you more effectively and create a more personalized mortgage experience. We truly appreciate it!
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