Personal Detail Sheet (Optional)

Name: ___________________________________________________________

• Personal fax number:
• E-mail address:
• Do you expect your personal lifestyle to change? If yes, in how many years?
• How can we make this transaction most pleasurable for you?
• What is your preferred form of communication?
• If we can help show you some ways of building wealth faster or becoming debt free quicker, would you be interested?
• On a scale of 1-10 (10 being best), are you satisfied with your exsiting income tax preparation?
• On a scale of 1-10 (10 being best), are you satisfied with your exsiting investment advisor?
• What are your hobbies, and favorite food or restaurant?
• Why did you choose Diversifed Home Mortgage to handle your transaction?
• When is your birthday?
• When is your Co-Borrower's birthday?