Mortgage Planning Questionnaire
Selecting the wrong mortgage program can cost you thousands of dollars and no single loan program is
appropriate for every person. To assist us in selecting the most appropriate and cost effective mortgage
instrument for your individual needs, please complete the questions below and fax back to:
Nicole or Matt @ 303-300-8637 before your consultation
You will need Adobe Acrobat Reader to open these files. If you do not have it installed on your computer, you may download it from the Adobe website by clicking the icon below:

Mortgage Planning Questionnaire for Purchase
Mortgage Planning Questionnaire for Refinance
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