Gardner, KS
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Ron Yarbrough
Mortgage Planner
Name
Phone
Email
Mortgage Coaching Survey
What is your age?
What is your spouses age?
In how many years do you plan to retire
How many years do you think you will have this loan or live in this home?
Ideally, how old would you like to be when your home loan is paid off?
How old will you be based on your current mortgage when your home will be paid off?
How much do you currently owe in personal debt including credit cards, car loans, student loans, and other personal loans?
What are your current monthly payments?
What is the approximate value of your investment assets including bank accounts, mutual funds, CD's & Securities?
What is your combined gross monthly income for all borrowers?
Do you currently plan any major purchases in the next 12 months, including car, home improvements and rental properties?
Select
YES
NO
How much money do you think the impact is from one loan program to another?
Would you like to receive and review a copy of your credit report?
Select
YES
NO
On a scale of 1-10 ( 10 being the best )
a. Are you satisfied with your current CPA?
b. Are you satisfied with your current financial planner?
c. Are you satisfied with your current estate plan?
Select
1
2
3
4
5
6
7
8
9
10
Do not have one
Select
1
2
3
4
5
6
7
8
9
10
Do not have one
Select
1
2
3
4
5
6
7
8
9
10
Do not have one
Would you like us to refer you to an experienced local Realtor/Builder?
Select
YES
NO
Have you talked to other lenders? If so which loan program do you like the best?
Select
YES
NO
Please rate the following priorities in your order of personal importance 1 thru 6 (1=most important)
Lowest Interest Rate
Lowest Overall Cost
Lowest Up-Front Cost
Speed of Loan Process
Documentation Needed
Early Mortgage Payoff
Are you interested in buying real estate for investment purposes?
Select
YES
NO
Do you have life insurance to protect your home?
If so How Much
Select
YES
NO
Select
TERM
WHOLE
Office Location:
207 E Main Street
Gardner, KS 66030
Phone: (913) 747-3234
Fax: (913) 254-4034
Ron@RonYarbrough.com
