Call Guide - Refi - Triumph Lending

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Call guide for Refinance Borrowers

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Your Info

Who is filling out the form?

Your Name (LOA):*

First Last

Loan Officer Info:

Loan Officer Name*

First Last

Loan officer Email*

Property Info

Approximate Market Value

Current Mortgage Balance

Approximate Equity

Home's Zip Code/Area:

Are you looking for better terms? Or pulling out equity?

How much cash would you like to get at closing?

Current Interest Rate:

Type of Home:

Have you ever refinance?

When did you buy the home?

Month

Year

What was the original cost of the home?

Loan Preferences

What type of loan term are you looking for?

30 yr fixed

20 yr fixed

15 yr fixed

40 year

What loan type works for you?

Conventional

FHA

USDA

Jumbo

Other

What other type?

Would you like to roll in your closing costs? (Or pay separately?)

Set up escrow or waive and pay on your own?

What month does your home owner's insurance renew?

Have you ever set up forbearance on your existing mortgage?

Borrower Information

Name

First Last

Phone

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Other comments and information from conversation:

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Phone

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Triumph Lending is a DBA of Network Funding, a privately owned residential mortgage lender that strives to serve every client with integrity, keep the loan process simple and get the job done on time.

Contact Us

(713) 568-5043
James.spice@triumphlending.com
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