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:

What's the Next Step?

1. How did you get in a position to buy a home?

2. What price range are you looking in?

3. What is your desired monthly payment?

4. What is your current monthly payment?

5. What are you using for down payment/costs? (Where is that money currently at?)

6. How soon are you looking to purchase?

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

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

9. What's your top financial goal over the next 12 months? 5 years?

10. Is there anyone else involved on your decision-making?

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

12. What is the most important thing about this mortgage to you?

13. Were they scheduled with Scott? When?

Next Steps/Notes:

Permission to share w/ Realtor?

Comments/Notes:

Submitted!

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