My commitment to you is to help you make informed choices about your financing options when buying a home. You can help me do that by completing this brief questionnaire prior to our application appointment. There are many different ways to finance a home, but to find the best option for you we must take into consideration your long and short term financial and investment goals as well as your payment, principal, equity, tax and cash flow objectives. During our appointment, I will work with you to outline your goals, analyze your current purchasing power and then recommend several different strategies that will enable you to achieve your goals.
Mortgage Planning Questionnaire
"Over the past year I was contacted by several lenders who thought they could help me refinance from my adjustable mortgage to a fixed mortgage. Pete was the only person who understood the process and had the resources available to get me a secure, fixed loan. Pete was very professional and I would highly recommend his services to other people."
