Ledesma Team Mortgage Planning Questionnaire

Contact Information

Name

Email

Day Phone

Evening Phone

Questions

Have you ever owned a home?

Yes

No

If so, what type of mortgage did you have?

What is your best estimate for how long you might live in this home?

1-3 years

3-5 years

5-7 years

7-10 years

10-15+ years

Do you expect your household to:

Increase in the next 2 years

Decrease in the next 2 years

Do you expect your household to:

Increase in the next 5 years

Decrease in the next 5 years

Do you foresee incurring other financial obligations within the next five years, such as (check all that apply):

A new car?
Change in work time (switch to part or full time)?
College expenses?
Other

If Other was selected, please explain:

Of the following financial goals, which would you say is currently a top priority (select all that apply)?

Improve monthly cash flow
Maximize retirement savings
Maximize education savings
Live comfortably on one income
Create a comprehensive financial plan
Create a 6-12 month cash reserve account
Maximize investment contributions
Maximize asset portfolio performance
Live comfortably on a fixed income
Other

If Other was selected, please explain:

Which of the following is most important regarding your home financing (select all that apply)?

Reduced monthly payment
Accelerate equity accumulation (pay loan off sooner)
Obtain cash to make home improvements, etc.
Combine existing home improvement, home equity, or purchase money loans into primary loan
Have ability to sell, pay down, pay off, or refinance home in future without penalty
Maximize tax benefits
Eliminate mortgage insurance
Include home improvements in financing
Reduce property tax obligation
Other

If Other was selected, please explain:

Who should we consider the primary contact throughout the loan process?

What is the most convenient means of communicating with you?

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