In preparation for our initial meeting or phone call, I'd like to learn a bit about you and your goals. Note: this is not a prequalification form and I will not be running your credit report, nor will submitting this form start the loan process. I ask these simple questions to help me get to know you and your immediate goals so that I can help you get the most out of our time together.

I'm looking forward to meeting with you and appreciate your time!