Prepare for Your Mortgage Conversation | Shana Williams Mortgage

1. Your Details

Full Name

Email Address

Phone Number

Preferred Contact Method

Phone Email Text

2. Your Goals

What are you looking to do?

Desired Timeline

Estimated Property Price Range

Current Living Situation

Are you already working with a real estate agent?

Yes No, but I am looking for one No, I am searching on my own

Loan Programs of Interest (Check all that apply)

Conventional FHA VA (Military) USDA (Rural) Jumbo Not sure / Need advice

3. Financial Profile Snapshot

We will not pull your credit or ask for exact details. This just helps narrow down options.

Approximate Credit Score

Employment Status

How would you prefer to handle the documentation process?

Secure online portal Email (encrypted) In-person meeting Physical mail

Please note: This questionnaire is for conversation preparation only. It is not a mortgage application, prequalification, preapproval, credit decision, or commitment to lend. No credit report will be pulled.

Would you like optional mortgage education and rate updates?

Yes, send weekly email updates Yes, send monthly email updates No, thank you

Prepare for your conversation.

1. Your Details

2. Your Goals

3. Financial Profile Snapshot