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New Client Intake
Intake form
Hello! Thank you so much for reaching out. Before we get started I’d like to get to know your situation a little better.
1.
Name, Number and best time to contact
2.
Have you ever worked with a Real Estate Agent? If yes verify agent and time of agency
3.
Have you been Pre-Approved? If yes verify company and loan officer
If you don’t know write “N/A”
4.
What is your annual/monthly income?
5.
What is your Credit Score?
6.
Do you have two years of work history?
7.
Do you currently rent or own?
*
8.
Do you have any debt?
(Required.)