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Housing Goals Assessment
*
1.
How satisfied are you with your current living situation?
(Required.)
1 - Extremely Unsatisfied
1 star
2
2 stars
3
3 stars
4
4 stars
5 - Extremely Satisfied
5 stars
What has to happen to make it a 5?
2.
How satisfied are you with each of the following?
1 - Extremely Unsatisfied
2
3
4
5 - Extremely Satisfied
Kitchen and Bathrooms
1 - Extremely Unsatisfied
2
3
4
5 - Extremely Satisfied
Bedrooms
1 - Extremely Unsatisfied
2
3
4
5 - Extremely Satisfied
Backyard
1 - Extremely Unsatisfied
2
3
4
5 - Extremely Satisfied
Main Living Spaces
1 - Extremely Unsatisfied
2
3
4
5 - Extremely Satisfied
Location and Neighborhood
1 - Extremely Unsatisfied
2
3
4
5 - Extremely Satisfied
Homeowners Association Management
1 - Extremely Unsatisfied
2
3
4
5 - Extremely Satisfied
Homeowners Association Amenities
1 - Extremely Unsatisfied
2
3
4
5 - Extremely Satisfied
What's the MAIN thing you'd change to achieve your ideal living situation?
3.
What Improvements have you made to your existing home?
4.
Which of the following have you completed?
Recorded a Homestead for my Primary Residence
Verified my property tax rate is appropriately capped
Established a plan in the event any of the property owners were to die
Reviewed Major systems annually (Roof, HVAC, Plumbing) for projected remaining useful life and failure risk
5.
How likely are you to experience any of the following events in the next 3-5 years? (Marriage, Divorce, Children, Career Change, City Relocation)
Extremely Unlikely
Unlikely
Possibly
Likely
Extremely Likely
Extremely Unlikely
Unlikely
Possibly
Likely
Extremely Likely
6.
How long ago did you obtain your current loan?
0-2 years
3-5 years
5+ years
What is your current Loan Balance and Interest Rate?
7.
What is your estimated Home Equity? (Current Value less loan balance)
Less than $0
$0 - $50,000
$51,000 - $150,000
$151,000 - $250,000
$251,000 +
I don't know
What do you believe your home is worth?
8.
What's your current Monthly Housing Cost? (i.e. Rent OR Mortgage interest + Taxes + HOA Dues + Insurance + Maintenance and Repairs)
9.
What's your current estimated Monthly Housing Benefit? (mortgage principal reduction plus appreciation)
10.
How would you describe your PRIMARY housing goals over the next 10-15 years?
11.
What information would be helpful for you to further evaluate your housing goals? (Check all that apply)
How much cash could I NET from a sale of my home now?
What are the experts are saying about the direction of housing prices?
What are the costs and financing options for home renovations and improvements?
How can I refinance my existing mortgage to reduce monthly mortgage payments?
What could I buy right now to improve my living situation?
What does it take to invest in rental properties?
What would it look like to keep my existing property as a rental should I move?
Other (please specify)
12.
Name and contact information
Name
Company
Address
Address 2
City/Town
State/Province
ZIP/Postal Code
Country
Email Address
Phone Number
Current Progress,
0 of 12 answered
