Questionnaire - Mortgage - Mortgage Navigator

MORTGAGE QUESTIONNAIRE

WELCOME TO MORTGAGE NAVIGATOR

We look forward to meeting with you and discussing your current mortgage needs. The purpose of this quick questionnaire is so that Mortgage Navigator can get to your current needs and goals and provide you with accurate information when we sit down in person.

Name

First

Last

Phone Number

Preferred Method of Contact

Email
Phone
Text Message

Approximate Home Value

Not sure? What are neighbors listing for, or what does your latest property tax assessment say?

What is the remaining balance on your current mortgage?

Which lender is your mortgage currently with?

How long have you lived at this property?

Did you put less than 20% down when you purchased this property?

It's okay if you don't remember, simply type in that you are unsure if you are not certain.

Have you refinanced from one bank to another since purchasing this property?

Are you interested in pulling any equity out of the home to help with debt consolidation, home improvements, or investment opportunities?

Please provide any additional notes, comments or questions

MORTGAGE QUESTIONNAIRE

WELCOME TO MORTGAGE NAVIGATOR

Your Mortgage Journey, Simplified.

Whether it’s your first home, your next investment, or a refinance, Mortgage Navigator will help you navigate the mortgage process with clarity and confidence. Let’s turn your goals into reality.

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