Willow Bend Mortgage

972-588-9480
jholcomb@willowbendmortgage.com

>> Mortgage Check-up

“Most people spend more time researching the VCR or DVD player they plan to buy than they do making sure the mortgage they select is right for their specific financial needs. A DVD player costs $100-200 but most homeowner’s will pay $10,000-50,000 per year on their mortgage payments. Make sure you work with a mortgage planner who takes the time to structure your mortgage loan so that it works well with your overall financial strategy.” - Barry Habib, CNBC

Today, I see a mortgage loan more than ever, not as a mortgage loan once was, but as a financial instrument that must be tied into your long and short term personal financial plan, allowing you and I to create a debt strategy that leads to building long term wealth creation for you and your family.

With this in mind what is important to you about the financing placed on your home?

Please complete the attached form and once received I will call or e-mail to schedule a personal consultation.

Fields marked * are required

First Name *
Last Name *
DOB (mm/dd/YYYY) *
Co Borrower First Name
Co Borrower Last Name
Co-Borrower DOB (mm/dd/YYYY)
Address: Street (line 1) *
Address: City *
Address: State *
Address: Zip *
Home Phone *
Work Phone *
Cell Phone *
Email *
Occupancy *
Loan Purpose *
Balance 1st Mort *
Rate 1st Mort *
Balance 2nd Mort *
Rate 2nd Mort *
What is your home worth *
Pre-Payment Penalty

ARM Description
ARM Index
ARM Margin
Fixed Period (Months)
Amortization Type
Year Property Aquired
Property Original Cost
Borrower Total Monthly Income *
Co-Borrower Total Monthly Income *
Income Increase/Decrease in next 2,3, or 5 years
Most important component in the loan process
Preferred Communication
New Financial Oblig. in next 5 years
Rate your retirement plan
Rate your CPA
Rate your investment advisor
Children? If yes, see below
Do you have college savings plan in place?
Best Time To Call