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* 1. Client's full name:

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* 2. Date online class completed

Date

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* 3. Does the client keeps a budget?

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* 4. Does client have any questions/concerns about the online course?

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* 5. Does the client have a closing schedule? If so, enter closing date

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* 6. Loan officer information ( If client does not have a lender, enter N/A on each box)

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* 7. What is the new property address?

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* 8. Do you need an appointment to develop a budget or check your credit?

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