Financial Vitals Checkup

Your annual financial physical with Babcock Mortgage. Takes about 5 minutes.

Your Contact Info

Let's confirm how to reach you.

First name *

Last name *

Email *

Phone *

Spouse / co-borrower name (optional)

Property address

Key Dates

So we can celebrate with you and check in at the right time.

Your birthday

Home purchase / closing date

Mortgage Snapshot

A quick look at where your loan stands.

Estimated home value

Mortgage balance

Current interest rate

Loan type

Are you thinking about?

Employment & Income

Any changes this past year?

Employment status

Job or income change this year?

Household income range

Assets

Ranges are perfect. No exact numbers needed.

Cash & savings

Retirement accounts

Other investments

Other real estate owned

Debt Review

Ranges only, outside your mortgage.

Credit card balances

Auto loans

Student loans

Other debt

Plans & Goals

Where are you headed over the next few years?

Check all that apply Refinance to lower my payment or rate Pay off my mortgage faster Renovations or home improvements Buy a second home or investment property Move up or downsize Improve my credit Retire in the next 5 years

Timeline for any big move

Anything else on your mind?

Your Financial Team

A strong team makes homeownership easier. Tell me who is on yours.

Do you have a cpa / tax professional?

Yes No

How would you rate them, 1 (poor) to 10 (outstanding)?

Would you like an introduction to someone I trust?

Yes please No thanks

Do you have a financial advisor?

Yes No

How would you rate them, 1 (poor) to 10 (outstanding)?

Would you like an introduction to someone I trust?

Yes please No thanks

Do you have a homeowners insurance agent?

Yes No

How would you rate them, 1 (poor) to 10 (outstanding)?

Would you like an introduction to someone I trust?

Yes please No thanks

Do you have a estate planning attorney?

Yes No

How would you rate them, 1 (poor) to 10 (outstanding)?

Would you like an introduction to someone I trust?

Yes please No thanks

Best way to reach you

Review & Submit

Here is your Vitals scorecard. Everything look right?

Your information is kept private and used only by Babcock Mortgage to prepare your review.

Thank you!

Your Vitals Checkup is in. I will review it and reach out to schedule your annual review.

Book your review

Bill Egan, NMLS #1715713 | Babcock Mortgage, NMLS #2108504