Mortgage Planning Questionnaire


Mortgage planning questionnaire is designed by the companies providing mortgage loans. They get this questionnaire answered by their clients in order to understand the exact requirement of their clients so that they can guide them accordingly. It is only when the mortgage officer knows about his client’s requirement would he be able to help him. There are a number of questions framed for this questionnaire; few of these are included in the sample mortgage planning questionnaire given below. You may refer to it while trying to draft questionnaire on this subject.

Sample Mortgage Planning Questionnaire

  • Please mention your name: _________________
  • Please provide your date of birth: _________________
  • Please specify your contact number: ___________________
  • Please mention your email id: ________________________
  • Please mention your residential address: ______________________
  • Where are you working presently?

 ___________________________________

  • What is your present designation?

 ____________________________________

  • What is your average annual income?

 _____________________________________

  • Please provide the list of the personal assets you have

 _______________________________________

  • Please provide the details of the mentioned personal assets

 _____________________________________

  • Have you ever taken a mortgage prior to this?

a)      Yes

b)      No

  • If the answer to the above question is yes then please specify the purpose for which you took the mortgage. Also specify the company from which you took this mortgage.

 _____________________________________

  • Also please specify if you would be able to share your documents related to the mortgage taken by you?

a)      Yes

b)      No

  • I understand that you intend to apply for a housing loan from our company. What is your budget for taking the house and how much mortgage are you intending to take from us for the same?

 ___________________________________

  • Are you aware about our mortgage pay back plan?

a)      Yes

b)      No

  • Are you comfortable with all our mortgage pay back conditions?

a)      Yes

b)      No

  • Do you have any property on your name?

a)      Yes

b)      No

  • Are you staying in your own house or a rented accommodation?

_________________________

  • Who would be your co applicant for taking the mortgage?

 _______________________________

Category: Planning Questionnaire

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