Post Close - Mortgage Review
First Name
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Last Name
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Phone
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Email
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What would you change about the house if money weren't an issue?
Is there anything around the house you've been putting off because you don't know who to call?
Are there any debts outside your mortgage — credit cards, car loans, anything like that — where the interest rate is eating you alive?
If I can save you money without it costing you a dime out of pocket — no closing costs, no catch — is there any reason you wouldn't want to do that?
I'm going to put together a full Total Cost Analysis for you after this call so you can see the real numbers side by side. I'll send that over today.
Is there anyone in your life — friend, family, coworker — who could use a review like this?
Referral Contact Info
Next review is scheduled for 6 months from now. The second the math changes before then, you'll hear from me.
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
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