Happy anniversary! It is hard to believe that a year has passed since we helped you with the financing of your home. Our entire team sends our best regards. We hope that you are enjoying your home and that all is well.
One of the promises I made when we began serving you over a year ago was: "If you were happy with what we did for you, I would help you avoid having to go through the whole mortgage process again in the future". This is the time when we provide that very valuable service. By updating a limited amount of information in your loan file each year, we can then be ready to assist you at any time in the future with a new purchase, refinance, second home, investment property, home equity, or home improvement loan. This information will also allow us to be certain that the structure of your present mortgage is appropriate for your current needs.
All you need to do is answer the eight questions below by mail, or e-mail, or a personal phone conversation with me, and you are set. You do not need to provide us with any financial documentation at this time. I will review your answers to the questions below and provide you with suggestions or solutions as needed.
Each year we will repeat this process so that we can at anytime in the future be fully prepared to assist you with your goals and needs. Thank you for letting us serve you.
By completing your annual mortgage review your name will be entered into our Annual $1,000 Home Depot Shopping Spree Contest. Thank you again for all your support.