Online Client Reference Information

 

 

 

In order to make your loan process go smoothly and timely, I have found over the years that your answers 

to the following questions are very helpful to me.   Please take a few moments to answer these important financial areas that will assist us in the process and will expedite any needed communication needed.   

 

 

 

Borrower's Name:

Co-Borrower's Name:

 

Family Planning: Wills/Estates/Probate Avoidance

Do you have a will or trust?

If not, may we recommend one?

Name

Phone

Email

Comments on this professional

 

 

Financial Planner

Are you working with a Financial Professional for retirement planning?

If not, may we recommend one?

Name

Phone

Email

Comments on this professional

 

 

CPA / Tax Professional

Do you work with a professional in the preparation of your taxes?

If not, may we recommend one?

Name

Phone

Email

Comments on this professional

 

 

Real Estate Professional

Are you working with a real estate professional?

If not, may we recommend one?

Name

Phone

Email

Comments on this professional

 

I (We) hereby authorize the above referenced professionals to release any and all information requested by OrangeCountyLender.com as needed to assist in the process of my loan application. I further understand that I am under no obligation to work with any referred professionals.

 

 

 

Borrower Signature: Date:

 

                 

         

 

 


 

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(949) 852-0400 x219
  

Copyright © 2011 Bob Howe, Orange County Lender. All rights Reserved

CA Dept of Real Estate, Real Estate Broker License No. 00476709, 01715726 NMLS ID: 278922, 295909