Main Telephone: (770) 573-9386

Client Reference Information

In order to make your loan process smother and more and timely, I have found over the years that your answers to the following questions are very helpful. Please take a few moments to answer these important financial areas that will assist us in the process and will expedite any communication needed.

Borrower's Name:	*Required Name
Co-Borrower's Name:

Family Planning: Wills/Estates/Probate Avoidance

Do you have a will or trust?	*Required Selection
If not, may we recommend one?
Name:
Phone:
E-mail Address:
Comments on this professional:

Financial Planner

Are you working with a Financial Professional for retirement planning?	*Required Selection
If not, may we recommend one?
Name:
Phone:
E-mail Address:
Comments on this professional:

CPA / Tax Professional

Are you working with a CPA/Tax Professional for tax and income planning?	*Required Selection
If not, may we recommend one?
Name:
Phone:
E-mail Address:
Comments on this professional:

Real Estate Professional

Are you working with a Real Estate Agent for home buying suggestions?	*Required Selection
If not, may we recommend one?
Name:
Phone:
E-mail Address:
Comments on this professional:

I (We) hereby authorize the above referenced professionals to release any and all information requested by Georgia Lending as needed to assist in the process of my loan application. I further understand that I am under no obligation to work with any referred professionals.

Borrower's Signature:	*Required Signature
Today's Date:	*Required (Date) mm/dd/yyyy

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Reach us at:

Main Telephone: (770) 573-9386 Fax: (404) 601-0930
Georgia Residential Mortgage Licensee Number: 15600
Email: Paul (at) georgialending (dot) com

Georgia Lending Partners 2401 Macy Drive Roswell, GA 30076