All About YouLet us know a little more about you so we can find the best way to help you!Your NameSpouse NameYour BirthdaySpouse's BirthdayBest # to Reach YouBest # to Reach SpouseName of children living at home and dates of birthFavorite places for lunch/dinnerFavorite hobbies/sportsWhat is the best number to reach you for your weekly update calls?If delivery is necessary during the loan process are you accessible at work?YESNOWho is your Insurance Agent?Are you happy with them?YESNOWho is your Financial Planner?Are you happy with them?YESNOAre you interested in learning about Personal Budgeting?YESNOAre you considering the purchase of any Real Estate in the next 1-3 years?YESNOIf yes, will this be for your residence or an investment?What are your regular work hours?Can we use you as a reference?YESNOWhat worries you most about the loan process?Δ
