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Annual Review Survey
Annual Mortgage Review Survey
Name
First
Last
Phone
Email
Who referred you to The Tuttle Group?
Just type in a name and let us know who to thank!
1. Would you like to receive a complimentary copy of your in-file credit report and your county tax appraised values each year when we perform this review?
Yes
No
2. Have there been any significant changes in your employment or income in the last 12 months, or do you expect any in the near future?
Yes (if yes, please explain in the comment section)
No
Comments if Yes above on question 2
3. Have there been any significant changes in your savings, checking, investment or other asset account balances in the last 12 months, or do you expect any in the near future?
Yes
No
4. If you answered yes to question 3, please specify approximate dollar amount of increase or decrease and the reason why.
5. Have you incurred any new debt that will remain open for more than 10 months or have you paid off any existing debts in the last 12 months?
Yes
No
6. If you answered yes to question 6, please specify whether you are getting new debt or if you paid off debt. Please provide the monthly payment of any new debt.
7. Do you anticipate any change in your real estate needs over the next 3 years?
Yes
No
If Yes on question 7, please explain.
On a scale of 1-5 (5 being a great relationship) how would you rate your current relationship with the following service providers (Note: Multiple providers may have the same ranking).
CPA/Tax Planner
1 (relationship needs work)
2
3
4
5 (great relationship)
NA/I don't have one
Financial Advisor
1 (relationship needs work)
2
3
4
5 (great relationship)
NA/I don't have one
Insurance Agent
1 (relationship needs work)
2
3
4
5 (great relationship)
NA/I don't have one
Realtor
1 (relationship needs work)
2
3
4
5 (great relationship)
NA/I don't have one
Estate Planning Attorney
1 (relationship needs work)
2
3
4
5 (great relationship)
NA/I don't have one
Is there anything we can do to serve you at this time, like performing a free insurance check up for you? Many of our clients are saving $300 - $1000 a year by doing this. It doesn't cost anything and you don't have to refinance. Its part of our service to you.
THE TUTTLE GROUP
ANDY TUTTLE
Branch Manager | NMLS# 184325
LOCATION
15851 Dallas Parkway
Suite 700
Addison, TX 75001
PHONE/TEXT
972-505-2142
EMAIL
Team@TheTuttleGroup.com
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