Refinance Quote

What type of property are you refinancing?
- Single Family Home
- Condominium
- Townhome
- Multi-Family Home

What year did you purchase your home?
- 2010 - 2020
- 2000 - 2009
- 1990 - 1999
- Before 1990

Please estimate the value of the property.
Please enter a number from 100000 to 4000000.

How will this property be used?
- Primary Home
- Secondary Home
- Rental Property

What are your average monthly expenses? (Car Payment(s), Credit Card(s), Student Loan(s),

Do you plan to make additional principal reduction payments in addition to your scheduled monthly mortgage payments?
- Yes
- No

Which of the following personal goals are most important to you?
Please rank with, 1=Very Important ; 2=Important ; 3=Neutral ; 4=Low Importance ; 5=Not Important
a) Having your mortgage paid off when you retire?
b) Improve monthly cash flow?
c) Maximize retirement savings?
d) Maximize education savings for children?
e) Live comfortably on one income?
f) Create a comprehensive financial plan?
g) Create a 6 - 12 month cash reserve account?
h) Maximize investment contributuions?
i) Maximize asset portfolio performance?
j) Live comfortably on a fixed income or other?
k) Invest in real estate?

Which of the following is most important regarding your mortgage financing?
Please rank with, 1=Very Important ; 2=Important ; 3=Neutral ; 4=Low Importance ; 5=Not Important
a) Determine maximum purchase price and loan amount that you can qualify for?
b) Determine purchase price and loan amount appropriate for your income and life style?
c) Obtain a targeted monthly mortgage payment amount?
d) Purchase a home within a specific budget, down payment, and closing costs range?
e) The ability to sell home, pay down, payoff, or refinance the home without penalty or maximize tax benefits?
f) Include improvements to home in financing?
g) Qualify for new home prior to or without sale of existing home or other?