ANNUAL MORTGAGE REVIEWS
(For Existing Clients)
Please complete this questionnaire to the best of your ability. Our ability to provide an in-depth cost analysis is contingent on obtaining the most accurate data possible.
USA PATRIOT ACT INFORMATION DISCLOSURE – IMPORTANT INFORMATION ABOUT APPLICATIONS PROCEDURES
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies every customer. What this means for you: When you apply for a loan, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents. We like to keep our records up to date so we can be proactive in terms of assisting in your real estate and mortgage planning needs. Please take a few minutes to complete our annual review. (This questionnaire is not an application for credit)
SAVE FORM & CONTINUE LATER:
There is a Save and Continue Later link found at the bottom of the form next to the submit button. If you need to save your form and come back to complete it later, you can do so using this link!
