INTRODUCE ME TO A CORE7 REAL ESTATE & FINANCIAL TEAM.

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Question 1 of 8

FULL NAME?

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Question 2 of 8

EMAIL ADDRESS?

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Question 3 of 8

WHAT IS YOUR HOME ADDRESS?

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Question 4 of 8

CELL PHONE NUMBER?

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Question 5 of 8

WHAT PROFESSIONALS DO YOU HAVE ON YOUR TEAM CURRENTLY?

(Select all that apply)

A

REALTOR

B

MORTGAGE ORIGINATOR

C

REAL ESTATE ATTORNEY/ESCROW OFFICER

D

FINANCIAL ADVISOR

E

ACCOUNTANT

F

ESTATE PLANNING ATTORNEY

G

P&C INSURANCE AGENT

Question 6 of 8

WHAT OTHER PROFESSIONALS DO YOU NEED?

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Question 7 of 8

WHAT NEEDS TO YOU HAVE AT THE PRESENT TIME?

(Select all that apply)

A

BUY OR REFINANCE A PROPERTY

B

SELL A PROPERTY

C

PUT TOGETHER A FINANCIAL PLAN

D

ESTATE PLANNING (Will, Health Care Proxy, Durable Power Of Attorney)

E

TAX OR BUSINESS PLANNING

F

REVIEW ASSET & LIFE PROTECTION

G

OTHER

Question 8 of 8

WHAT ARE YOUR REAL ESTATE & FINANCIAL GOALS?

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Name

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