Client Forms

First Name

Last Name

Address

Email Address

Phone number

Cell

landline

Is this a sale or purchase YesNo

Full address if property being purchased or sold (if different from above)

Is either spouse age 62 or older?YesNo

Is this property your primary residence or going to be your primary address?YesNo

Is the property being purchased or sold a condo or townhouse?YesNo

Type of Title:—Please choose an option—SingleUnmarried (tenants in common)Unmarried (joint with right of survivorship)Husband/Wife

SingleYesNo

Maiden Name

Date married

If widow(er), date of spouse’s death

Date of Divorce

County of Divorce

Name from previous marriage

Who to Contact

Name of Mortgage Company