First Mortgage Company | We open doors to dreams

Your mortgage is a key financial instrument in your life. We'll help you use it to achieve financial health.

Let’s face it…you wouldn’t make a stock, bond, car or even DVD player purchase with little input or investigation, yet many people think the only thing to know about a mortgage is the rate. Not First Mortgage Company.

We know that the right rate on the wrong loan can cost you thousands of dollars. More important, the right rate on the right loan can elevate your financial status. Your mortgage can be the key to achieving all of your financial goals.

Your answers to the following questions will enable us to prepare mortgage-financing options and a Total Cost Analysis personalized around your financial goals and needs.

What is your best estimate for how long you might live in the home you want to buy?
	1-3 years 3-5 years 5-7 years 7-10 years 10+ years

Do you plan to make additional principal reduction payments in addition to your scheduled monthly mortgage payments?
	yes no

Of the following financial goals, please rank their priority to you. Please check the number that best represents your priority, with “1” being “not important” and “5” being “very important”.
	Least.......................Most
	1 2 3 4 5	Improve monthly cash flow.
	1 2 3 4 5	Create a 6-12 month cash reserve account.
	1 2 3 4 5	Maximize retirement savings.
	1 2 3 4 5	Maximize investment contributions.
	1 2 3 4 5	Maximize education savings.
	1 2 3 4 5	Create a comprehensive financial plan.
	1 2 3 4 5	Live comfortably on one income.
	1 2 3 4 5	Reduce debt.
	1 2 3 4 5	Live comfortably on a fixed income.
	1 2 3 4 5	Pay off mortgage early.
	1 2 3 4 5	Other:

With regard to your mortgage financing, please rank your priorities. Please check the number that best represents your priority, with “1” being “not important” and “5” being “very important”.
	Least.......................Most
	1 2 3 4 5	Determine maximum purchase price and loan amount I can qualify for.
	1 2 3 4 5	Obtain a targeted monthly mortgage payment amount.
	1 2 3 4 5	Purchase a home within a specific budget for down payment and closing costs.
	1 2 3 4 5	Have the ability to sell, pay down, pay off, or refinance home without a pre-payment penalty.
	1 2 3 4 5	Maximize tax benefits.
	1 2 3 4 5	Avoid mortgage insurance.
	1 2 3 4 5	Qualify for new home prior to, or without sale of existing home.
	1 2 3 4 5	Include improvements in home financing.
	1 2 3 4 5	Other:

What are your real estate goals and dreams:
	In the next 3 to 5 years
	In the next 5 to 10 years
	Ten plus years

Contact Information:
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	Address:
	City:
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	Zip Code:
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