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⌄ Events
- 2024 Real Estate Forecast
⌄ Connect with Christian
⌄ YouTube Playlist
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⌄ For Realtors
⌄ Resources
⌄ Reviews
- Christian Penner PA
- America's Mortgage Solutions
⌄ Current & Past Clients

Quarterly Client Review meeting to analyze our current debt strategy to make sure we are on pace to help you to build not only short term but long term wealth for you and your family

Full Name *

Email *

Cell *

Co-Borrower

Co-Borrower Cell Number

Co-Borrower email

Address

City

State

Zip Code

Referred By Full Name

Referred By email

Referred By Cell Number

How would you like us to stay in contact with you? (check all that apply)

Email

Phone

Fax

Mail

Cell Phone

How long do you plan to live in this home?

Current Loan Type:

Conventional

FHA

Jumbo

VA

USDA

Reverse Mortgages

Jumbo Reverse Mortgages

Self Employed

Bank Statement Loans

Investor Loans

DCSR

Private Loans

Fix & Flip Loans

No Ratio

No Income, Primary Residence Loans

Jumbo & Super Jumbo to $50M

1st Mortgage Balance:

$

2nd Mortgage Balance:

$

Any late mortgage payment in the last 12 months?

None

1 late payment

2+ late payment

How many children do you have now?

Date of Birth

Gender

Boy

Girl

Date of Birth

Gender

Boy

Girl

Date of Birth

Gender

Boy

Girl

Date of Birth

Gender

Boy

Girl

Date of Birth

Gender

Boy

Girl

Estimate your credit score

740+

700-739

660-699

600-659

<600

Sports:

Favorite Restaurants:

Favorite Movies:

Pets:

Hobbies / Interests (Borrower):

Hobbies / Interests (Co- Borrower):

How would you describe your existing financial philosophy?

Conservative

Moderate

Aggressive

Do you have a will or living trust to protect your family’s assets in the event that something happens to you?

Yes

No

Please check the following goals if they are a priority for you currently.

Improve Monthly Cash Flow

Create a Comprehensive Financial Plan

Maximize Education Savings

Create a 6-12 Month Cash Reserve Account

Maximize Retirement Savings

Maximize Investment Contributions

Live Comfortably on One Income

Maximize Asset Portfolio Performance

Live Comfortably on a Fixed Income

Real Estate Investment Strategies

Tax Reduction Strategies

Asset Protection Strategies

Other Goals if not listed above

Building your net worth/achieving financial freedom

Having your mortgage paid off when you retire

Achieving liquidity (having access to a slush fund in an emergency, investing in the stock market, etc.)

Maximizing current and future tax deductions

Saving money to send your kids to college

Moving into a larger home within years?

What are your real estate goals over the next 5-10 years?

Dreams for the next 20 years?

Are you interested in buying real estate for investment purposes?

Yes

No, thanks

If you have children, do you have a college savings plan set-up?

529 Plan

Florida or other State Pre-Paid Plan

Other Savings Plans

Collage saving plan set up Value

$

Do you have a Retirement Account set up?

401k

IRA

Self Directed IRA

Retirement Account set up Amount

$

Attorney - Legal advice

Estate plan - Asset protection

Insurance - Life / Auto / Home

Financial advisor - Investment strategy

Income tax preparation and reduction strategies

If not, would you like a recommendation?

Do you have life insurance?

Yes

No

Term | How Much $

$

Whole | How Much $

$

If we can show you ways of building wealth faster or becoming debt free more quickly, would you be interested?

Yes

No, thanks

Do you anticipate any major changes in your financial picture in the next 2-5 years? (Ex. Buying a second home or investment property, home improvements, retirement, paying for education, caring for aging parents, etc.)

Have there been any significant changes in your employment or income over the last year?

Yes

No

if yes what was it?

Do you anticipate any changes in your employment or income in the next 2-5 years?

Yes

No

if Yes, what do you anticipate

What would you like your mortgage to accomplish right now?

Lower monthly payment

Eliminating other debt (credit cards, student loans, etc.)

Using equity buildup to develop a cash reserve or for investment purposes

Maximize tax benefits

Pay off your loan as soon as possible

Other

What needs do you have that we can help you meet?

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We Specialize in All Types of Mortgage Loans

We Specialize in All Types of Financing, Mortgage Loans and Real Estate Deals. We have been in the Mortgage and Real Estate Business since 1997!

Residential Financing Options: VA | FHA| USDA| Fannie/Freddie Conventional Loans | Reverse Mortgages I Jumbo Reverse Mortgages | Self Employed Loans I Bank Statement Loans | Investor DSCR Loans I Bridge Loans | Private & Hard Money Loans | Fix & Flip Loans | No Ratio | No Income Primary Residence Loans | Condo New Construction and/or Existing Condo Loans | Condotel Loans for 2nd Home or Investment | Jumbo & Super Jumbo Loans to $50M+

Temporary Interest Rate Buy-Downs: Fixed Rate Conventional | FHA | VA Loans - 3/2/1, 2/1, or 1/10

Luxury Sales & Epic Loan Options: Residential & Commercial Real Estate Developments | Yachts | Aircrafts | RVs | Collector & Exotic Cars | Roof & Solar Financing Packages | Real Estate Closings | Residential & Commercial Insurance

Commercial Financing Options: Commercial Loans for Owner Occupied Properties from $50K to $500M | Bridge Loans | New Construction Owner Occupied & Investors Loans for Individual SF Developer or Builder Spec Home Loans | SBA loans for Start-ups & Existing Businesses | New Construction Acquisition Loans | Business Purpose Loans for A/R, Inventory or Cash Flow Ground Up New Construction | Commercial RE with LTV up to 100%

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America’s Mortgage Solutions NMLS#2009420

712 US-1, #300 North Palm Beach, FL 33408

(561) 316-6800 | NMLS# 368289

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