Refi Borrower Questionnaire
ALL fields are required so if an item does not apply, please type “NONE”.
Our Privacy Policy
Types of Nonpublic Personal Information We Collect
We collect nonpublic personal information about you from the following sources:
Information we receive from you, such as your personal financial information, your name, address, telephone number, or social security;
Information about your transactions with us, or others. We receive this information from your lender, accountant, attorney, real estate broker, etc.;
Information we receive about you that is obtained by us with your authorization; and
Information from public records.
Parties to Whom We Disclose Information:
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice to people outside our firm except as agreed to by you or as required or permitted by law. We restrict access to nonpublic personal information about you to people in our firm who need to know that information to provide products or services to you or requested by you or your Lender. In all such situations, we stress the confidential nature of information being shared.
Protecting the Confidentiality and Security of Current and Former Clients’ Information
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic and procedural safeguards that comply with appropriate federal and state regulations and with our professional standards.
If you have an accurate prior survey please provide a copy to our office at your earliest convenience.
Additional Steps you must take:
•If there is an open mortgage on the property, we will need your authorization to order the payoff statement through the date of closing. We will send a Docusign or email attached Payoff Authorization Letter once we have received the above information.
