Weekend CIS form

First & Last Name

Best Phone Number

Team Member:

Lead Date:

How did you receive the lead?

1. Who Referred You Over To Us?

2. How do you know the referral source?

3. How long have you known the referral source?

4. What did they tell you about us?

5. Can I share our experience of working w/ them?

Loan Purpose:

Property Type:

Now I'd like to go over your goals and expectations, and then after that we can get you scheduled with Scott to talk about your strategy and loan approval

1. What price range are you looking in?

2. What is your desired monthly payment?

3. What is your current monthly payment?

4. What are you using for down payment/costs? (Where?

5. How soon are you looking to purchase?

6. What's your # 1 concern about owning a home?

7. How long do you plan on owning the home?

8. What's your top financial goal over the next 12-60 months?

9. Is there anyone else involved on your decisoin-making?

10. When was the last time you did financing? What didn't go well? What went well?

11. What is the most important thing to you regrading home financing?

12. Were they scheduled with Scott/when?

Next Steps/Notes:

Permission to share w/ Realtor?

Your Landing Page (Apply Now + Log In) can be found at https://briansmithgroup.floify.com

Submitted!