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.

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* 1. Name, Number and best time to contact

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* 2. Have you ever worked with a Real Estate Agent? If yes verify agent and time of agency

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* 3. Have you been Pre-Approved? If yes verify company and loan officer

If you don’t know write “N/A”

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* 4. What is your annual/monthly income?

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* 5. What is your Credit Score?

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* 6. Do you have two years of work history?

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* 7. Do you currently rent or own?

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* 8. Do you have any debt?

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