Annual Review Questionaire

Name

Email

Address

Any Issues You Would Like To Discuss Related To Your Home?

Any Improvements Since Your Home Purchase?

Are There Any Home Improvements That You Are Planning?

Would You Like an Updated Market Analysis For Your Home?

Yes

No

Who is Your Current Mortgage With?

What is Your Current Interest Rate?

Would You Be Interested in a Cash Out Refinance or Home Equity Line of Credit?

Yes Refi

Yes, Heloc

No

Do You Need a Recommendation for an Insurance Agent?

Yes

No

Do You Need a Recommendation for a CPA?

Yes

No

Do You Need a Recommendation for an Estate Planning (Trusts and Wills) Attorney?

Yes

No

Do You Need a Recommendation for a Contractor?

Yes

No

Do You Need a Recommendation for a Mortgage Lender?

Yes

No

Do You Have Any Questions Related to the Real Estate Market?

Yes

No

Do You Plan on Buying or Selling Real Estate This Next Year?

Yes, We Plan To Sell

Yes, We Want to Buy a Second Home but Keep Our First Home

Yes, We Want to Buy a Vacation/Rental Home

No, but I Know Where to Go If I Do!