Post Close - 30 Day Check
First Name
*
Last Name
*
Phone
*
Email
*
30 Day - Do you have a CPA or Financial Planner that I can send your Closing Disclosure to?
30 Day - Were you able to set up your first payment?
Yes
No
30 Day - I'm going to send you a calendar invite for our 6 Month Check In. Your earliest date you can refinance is ______ so I’ll send you a calendar invite for a few weeks before then. We’ll look at current interest rates and your equity to see if you can benefit from a refinance, or we’ll see what it looks like to take your equity and roll it into a different home based on your goals.
30 Day - Last thing I have for you: Reviews are a huge help for a realtor’s business. Would you be opposed to leaving your realtor a review if I send you a link?
Intake Form
Loan Amount
$
Interest Rate
Funding Date
Loan Type
Loan Product
Subject Property Address
Realtor Name
Realtor Email
Listing Agent Name
Co-Borrower First Name
Co-Borrower Last Name
Co-Borrower Phone
Co-Borrower Email
Co-Borrower Date of Birth
Loan Amount - Investment Property
$
Interest Rate - Investment Property
Funding Date - Investment Property
Loan Type - Investment Property
Loan Product - Investment Property
Subject Property Address - Investment Property
Realtor Name - Investment Property
Realtor Email - Investment Property
Listing Agent Name - Investment Property
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