Post Close - Mortgage Review
First Name
*
Last Name
*
Phone
*
Email
*
Mortgage Review - “How’s the house treating you?”
Mortgage Review - “After living there a bit, is there anything you wish you could change?”
Mortgage Review - “Are there any issues that could be fixed with a good recommendation? (plumber, electrician, landscaper, etc.)”
Mortgage Review - “Do you need to pull equity out of your home to pay down any other debts?”
Mortgage Review - “If today or in the future we can lower your payment, how much monthly savings would make it worthwhile?”
Mortgage Review - “I’ll take a look at your current loan versus today’s rates and put together a few options to review.”
Mortgage Review - “We’ll schedule your next mortgage review for 6 months from now, and I’ll send you a Total Cost Analysis based on what we discussed.”
Intake Form (If client is not in FlightSuite)
Loan Amount
$
Interest Rate
Funding Date
Loan Type
Loan Product
Subject Property Address
Realtor Name
Realtor Email
Listing Agent Name
Co-Borrower First Name
Co-Borrower Last Name
Co-Borrower Phone
Co-Borrower Email
Co-Borrower Date of Birth
Submit