Mortgage Check-Up Form | First Option Mortgage

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Your Free Mortgage Check-Up

Help us understand your situation so we can provide the most accurate analysis

100% Free & Confidential • No credit check required • No obligation to proceed

Your Current Mortgage

Current Interest Rate

I'm not sure

Current Loan Type

Remaining Loan Balance

Current Monthly Mortgage Payment

Does your monthly payment include taxes & insurance (escrow)?

Yes

Not sure

When did you purchase or refinance your home?

Do you currently pay mortgage insurance (PMI/MIP)?

Yes

Not sure

Have you been late on any mortgage payments in the past 12 months?

Yes

Prefer not to say

Your Home

Estimated Current Home Value

Estimate is fine

Property Type

Is this your primary residence?

Yes

Your Goals

What are your goals for this Mortgage Check-Up? (Select all that apply)

Lower my monthly payment

Remove PMI

Shorten my loan term

Access equity / cash out

Consolidate high-interest debt

Explore a different loan program

Check if my current mortgage is still competitive

Just curious / want a professional review

Are you planning any major expenses in the next 12–24 months?

How long do you plan to stay in your home?

Financial Snapshot

How would you describe your current credit situation?

Has your income changed in the last year?

Increased

Decreased

Stayed the same

Contact & Communication

Full Name

Email Address

Phone Number

Preferred Contact Method

Phone

Text

No preference

Best Time to Contact You

Anything else you'd like us to know?

By checking this box, I consent to receive text messages from First Option Mortgage at the phone number provided. I understand that message and data rates may apply, and I can opt out at any time by replying STOP. I also understand that my consent is not a condition of purchase.

Want to know how your information is used? Learn more here.

First Option Mortgage, NMLS #123411 | 702 Old Peachtree Rd., STE 200, Suwanee, GA 30024

Phone: (770) 423-8200 | Fax: (770) 423-8201 | Toll Free: (888) 766-3506

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