My Money Map

My Money Map

SAVE • ACHIEVE • PROTECT
Primary Contact at FirstPath
Tell me a bit about yourself and what you want to do?
What is important to you?
How much time do you have?*

Literally 5 minsAbout 20I am relaxed and have a hot drink in hand

Items

Items

What elements are important to you in your banking

Big 4Branch AccessGood Points Credit CardLow CostOther

Next Steps and Submit
Do you have any specific goals you are working towards over the next 5 years?
What is the maximum monthly mortgage payment that you are comfortable with? This will help us determine your maximum pre-approved price range.
Realestate's Name
Realestate's Phone Number
Solicitor's Name
Solicitor's Phone Number
Accountant's Name
Accountant's Phone Number
Next Steps
Benefits of moving forward

Save moneyEasier to achieve goalsSimplify finances
How have you found the overall experience today?
This pre-qualification form is designed to aid the Mortgage Loan Originator in initial consultation with consumers who are seeking guidance and information in preparation for applying for a mortgage loan in the future. This is not a loan application. Completion of this form will not result in any type of formal loan evaluation or underwriting.

Privacy Notice: FirstPath Financial Group does not disclose any non-public personal information about the clients for any purpose that is not specifically permitted by law. We restrict access to non-public personal information about you to those employees who need to know in order to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your non-public personal information.
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