All About YouLet us know a little more about you so we can find the best way to help you! Your Name Spouse Name Your Birthday Spouse's Birthday Best # to Reach You Best # to Reach Spouse Name of children living at home and dates of birth Favorite places for lunch/dinner Favorite hobbies/sports What 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? YESNO Who is your Insurance Agent? Are you happy with them? YESNO Who is your Financial Planner? Are you happy with them? YESNO Are you interested in learning about Personal Budgeting? YESNO Are you considering the purchase of any Real Estate in the next 1-3 years? YESNO If yes, will this be for your residence or an investment? What are your regular work hours? Can we use you as a reference? YESNO What worries you most about the loan process? Δ
