Please rank your answers to the following questions on a scale of 1 to 10:
How important is paying down your mortgage as quickly as possible?
1
2
3
4
5
6
7
8
9
10
How important is having the lowest mortgage payment?
1
2
3
4
5
6
7
8
9
10
How important is locking in your rates and having the stability of fixed payments?
1
2
3
4
5
6
7
8
9
10
How important is letting your rate float to save money (knowing that your payments could potentially increase?)
1
2
3
4
5
6
7
8
9
10
How long do you plan to stay in your current home?
Less than 5 years
5 to 10 years
They will carry me out in a box someday!
Do you expect to be expanding your family in the next 5 years?
Yes
No
Not sure
Do you anticipate any large cash outlays in the future?
Could be cars, investments, renovations etc.
Yes
No
Not sure
Do you anticipate making any large lump sum payments on your mortgage?
Yes
No
Not sure
How would you describe your overall investment philosophy? (1 = very conservative, 10 = very aggressive)
1
2
3
4
5
6
7
8
9
10
*How did you hear about us?
Personal Referral
Internet Search
Google Ad
Facebook Ad
Website
Blog Page
Flyer
Do you require an urgent response?
Yes
No
Is there anything else you would like to add?