Rate Watch Report

As a Mortgage Planner I keep a very close eye on my clients
mortgages. I consider them my "Mortgages Under Management".
What this report does is proactively provide my clients with
information and analysis to review how your loan compares to the
current options available. Your mortgage is either accelerating or
reducing the speed at which you will reach your financial goals. The
analysis makes it very easy to determine if your mortgage's
performance (rate, payment, remaining balance etc..) is helping you
create or loose wealth. This report is mailed out quarterly and will
allow you to experiance a level of control over your mortgage
unique to most consumers. You will have the information you need
to determine if the changes in your life or in market conditions
warrant fine tuning of your mortgage instrument.
If you have trouble filling any of these blanks (and it would be
unusual if you did not) please feel free to call me directly at
203.246.8400- Brian
 
Brian's "Mortgages Under Management"
*Name:
*Email:
*Phone:
Street Address:
City:
State:
Zip Code:
Type of Loan (ex. Fixed, Adjust, Int only):
Length of Loan (ex. 30,15,5/1):
Original Loan Amount:
Interest Rate:
Date you closed (aprox):
Current Balance:
Is your loan adjustable?:
What is the index?:
What is the margin?:
What are the caps?:
Estimated value?:

Note: Fields with an * are required


Shannon Mortgage Group 105 New St Ridgefield, CT 06877-3803
Phone: Toll Free Phone: Fax:

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