Personal Mortgage Analysis

Personal Mortgage Analysis

Complete this financial snapshot to determine how urgently you need to make financial changes. Read each of the categories and select the most accurate selection from the dropdown. Each selection is assigned a point value. Add the point values together and select your total score from the final dropdown. Review the Urgency Grid at the bottom of this page to determine the appropriate action.

First Name:: *
Last Name:: *
Address:: *
Home Phone:
Cell Phone:
Work Phone:
Email:: *
Current Mortgage Rate: *
Rate Adjusting In: *
Credit Card Debts Total Balance: *
Emergency/Savings Cash: *
% of Retirement Money Goals Met: *
Need For Cash(i.e. Home Improvement, Education): *
Total Score: *
Enter Code Shown:*

Point Values	Urgency Grid - Financial Snapshots and Actions
0-2	Doing Great. Continue doing what you are doing.
3-4	We offer assistance to determine if problems areas need to be addressed and help you decide what should be done.
5+	Take immediate steps to avoid disastrous situation. We are here to help. Call or apply online immediately.

Capital Mortgage Corp., 372 S. Independence Blvd., Suite 106, Virginia Beach, VA 23452
(757) 499-5600 (757) 499-2581 (Fax) www.bestoptionmortgagemoney.com

Capital Mortgage Corp - 372 S. Independence Blvd. Suite 106 - Virginia Beach, VA 23452
Office Phone: (757) 499-5600 Fax: (757) 499-2581

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We lend in the following states: VA

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