Getting to Know You Form

Getting to Know You...

Your feedback is instrumental in helping provide you with the best service possible.
Name *

First Name Middle Name Last Name
E-mail *
Best Phone Number to Reach You *

Area Code Phone Number
Are you an existing client?

Yes No
How were you referred to us?
How would you prefer my team and I to communicate with you? (Please check all that apply)

Cell Phone Text Email
What is the most important thing my team could do to exceed your expectations?
What is your anticipated time frame to purchase or refinance a home?

Immediately 30 to 60 days 60 to 120 days > 120 days
Are you OK with us pulling your credit? If so we need a few pieces of information.
See 3 questions below.
Current Address

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code
Date of Birth - Month, Day and Year
What is your full social security number?
Are there unique circumstances regarding your home search my team would benefit from learning?
Some products may not be available in all states. Credit and collateral subject to approval. This is not a commitment to lend. Programs, rates, terms and conditions are subject to change without notice. Terms and conditions apply. Subject to qualification. All rights reserved.
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Getting to Know You...