Mortgage Free Life Intake Form Property & Financial Snapshot Advisor Information Advisor Name Advisor Email Advisor Phone Proposed Client Information Proposed Client Full Name Date of Birth Email Phone Number Property Information Property Address State ZIP Code Fair Market Value of Home ($) Current Mortgage Balance ($) Current Interest Rate (%) Years Remaining on Current Debt Monthly Mortgage Payment (incl. Taxes & Insurance) Financial Overview Net Monthly Income ($) Estimated Monthly Expenses ($) Liquid Savings ($) Current Credit Score Additional Loans (if any) Loan Type Current Balance ($) Interest Rate (%) Monthly Payment ($) Loan Type Current Balance ($) Interest Rate (%) Monthly Payment ($) Property Classification Select Primary Residence Secondary Residence Investment Property Housing Status Select Own a House Renting Living with Family Other How Did You Hear About Us? Select Facebook Google Advisor Other Submit / Enviar
