Intake Form

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* 1. Contact Info

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* 2. Primary Home Property Address

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* 3. Do you own additional property(s)

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* 4. Primary Home Estimated Remaining Mortgage Balance(s)

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* 5. Interest Rate

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* 6. Is it a Fixed or Adjustable Rate?

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* 7. What is your loan term?

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* 8. What type of Loan did you obtain?

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* 9. Once this survey is submitted and received, we will contact you within 1 business day to schedule your introductory call with Steve. Are there any pressing concerns, answers to questions or goals that you'd like to make sure we cover in this appointment?

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