Atlantic Bay Mortgage Group®
The Stephanie Anderson Lending Team
Your Mortgage Isn't Set it and Forget it

A quick, complimentary mortgage review each year can help you save money, build equity faster, and stay on track.

house collage
Review Your Equity Options

Learn how much equity you have should you decide to sell or use a cash-out refinance.

Pay Off Your Mortgage Faster

You might be able to increase your monthly payments and own your home free and clear, faster.

Lower Your Monthly Payment

We can look at removing private mortgage insurance (PMI), loan recasting, and keeping your homeowners insurance competitive.

Eliminate Private Mortgage Insurance

With rising home prices, your loan-to-value may have improved so you can get rid of the PMI cost (Conventional Loans only).

Borrower
Co-Borrower
What are your real estate goals over the next 5-10 years? Dreams for the next 20 years?
Do you anticipate any major changes in your financial picture in the next 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?
Do you anticipate any changes in your employment or income in the next 2-5 years?
Do you have any new second mortgages?
If yes, kindly indicate the amount:
What is the approximate value of your home?
How long do you plan to live in this home?
Which of the following personal goals are most important to you?
Please rank in order of importance (with 1 being the most important and 7 being the least).
What would you like your mortgage to accomplish right now?
What needs do you have that we can help you meet?
How would you describe your existing financial philosophy?
Do you have an existing relationship with a financial planner, insurance agent, CPA, estate planning professional, or attorney?
If yes, please write down names. If no, would you like recommendations?
Do you have a will or living trust to protect your family's assets?
By completing this form, you agree to submit your personal information to Atlantic Bay Mortgage Group, L..C., and agree that they may contact you in the future. All loans subject to income verification, credit approval and property appraisal. Not a commitment to lend.
Reach out to me if you have any questions:
The Stephanie Anderson Lending Team

The Stephanie Anderson Lending Team

Mortgage Team

NMLS# 114933 Anderson

Licensed in NC, SC, VA

stephanieanderson@atlanticbay.com(336) 456-9374
Lending Peace of Mind
Company
Contact

Information deemed reliable but not guaranteed. All loans subject to income verification, credit approval and property appraisal. Not a commitment to lend. Atlantic Bay Mortgage Group, L.L.C. NMLS #72043 (nmlsconsumeraccess.org) is an Equal Opportunity Lender. Located at 600 Lynnhaven Parkway Suite 100 Virginia Beach, VA 23452.