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MORTGAGE REVIEW
Annual Mortgage Review Form
Ph#, email,
Last Name
Step 1 – Customer Details
BOOKING
Tour Date
Tour Day:
— Choose Portal Sent —
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Tour Time:
— Choose Portal Sent —
10:00am
11:00am
12:00pm
1:00pm
2:00pm
3:00pm
4:00pm
5:00pm
6:00pm
7:00pm
1. Have you registered for the free Mortgage Review program?
— Choose Option —
Yes
No
2. Have you ever done an annual mortgage Review?
— Choose Option —
Yes
No
3. Are you the homeowner?
— Choose Option —
Yes
No
4. Do you have a mortgage?
— Choose Option —
Yes
No
6. What keeps you up at nigh when it comes to money?
7. How is your monthly cash flow?
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