
Looking to refinance your home with a mortgage? When considering refinance mortgage loan options, it’s important to understand your financial goals. The following questions are just to help us gather some preliminary information about your desired mortgage before speaking with you, and they will assist us in discussing your refinance mortgage loan needs. We’ll be asking you most of these same questions in person if this form is not filled out prior to that conversation. None of the answers are required. If you don’t know the answer, feel free to just respond to the best of your ability for now. We can always update this information later. Do not be intimidated by any questions. Any answer given does not necessarily disqualify you. Thank you.