Dennis’s Mortgage Checkup

Hello my friends,

As your trusted mortgage adviser, it's my responsibility to ensure that your mortgage continues to meet your needs as they change.

These questions are designed to help me understand any important life changes you've experienced since your mortgage was finalized. Please try to answer them as completely as possible. Also feel free to call me if you would like to have a detailed discussion.

Thanks for your time, and I look forward to continuing to serve your mortgage needs.

Sincerely,

Dennis Spano

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Has the value of your home changed significantly in the past year? If yes, please comment:
Does your current mortgage include mortgage insurance that may be unnecessary? If yes, please comment:
If you have an adjustable rate mortgage, is your ARM nearing the end of it's fixed period? If yes, please comment:
If you have an interest-only mortgage, is the amortization period getting close? If yes, please comment:
Has your household income changed significantly or do you expect it to do so in the near future? If yes, please comment:
Has your family expanded recently or are you planning any additions to your family? If yes, please comment:
If you have children, are they nearing college age? If yes, please comment:
Do you find yourself overwhelmed with monthly financial obligations? If yes, please comment:
Are you considering any home improvement or remodelling projects? If yes, please comment:
Have you been thinking about purchasing an investment property or second home? If yes, please comment:
Do you have a second mortgage or line of credit that could be evaluated? If yes, please comment:
Is there anything else you would like me to know?

Dennis Spano

Dennis’s Mortgage Checkup

DENNIS SPANO

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Boulder Branch