Thank You for calling E Zip Mortgage this is_________ How can i help you?In case we get disconnected what's your cell phone number that I can call you back at?What is your first name?Ok, great and your last name?And your email address please?Have you spoken with Loan Consultants here @ E Zip Mortgage before?-select-YesNo If Yes, Who did you speak with?NoEddie HoskinsJoe GalluzzoRyan MeyerTim CanneyAaron BleichCollin AtchisonDarren LynchDavid Conde How did you hear about us?-Select-Google Bing Facebook Other Referral Referral PersonAre you Purchasing or Refinancing?-select-Home PurchaseHome Refinance Is it a SFR, Condo or a Town-home?-select-Single-family homeMulti Family HomeTownhomeCondominiumCondo Hotel Will you be using it as a Primary Residence, 2nd Home or Investment Property?-select-Primary ResidenceVacation/Second HomeInvestment Property What state will the property be located in?-select-FloridaCalifornia What is the approximate purchase price?What down payment amount are you wanting to make?-select-As Little As Possible3%3.5%5%10%20% & Up Have you or your spouse served in the military?-select-YesNo What loan type are you interested in?-select-JumboConventionalVAFHARehabOther When do you plan on buying your new home?-select-Signed Purchase AgreementFound a HouseWithin 30 Days2 - 3 Months3 - 6 MonthsNo Time Frame Are you working with a real estate agent?-select-YesNo Would you like us to refer a local real estate agent?-select-YesNo Are you self employed, W-2 employee or retired?-select-W-2Self-EmployedRetiredOtherBank Statement As Income Have you checked your credit scores or had it run by a mortgage lender recently?-select-Excellent (720 and above)Good (660 - 719)Fair (610 - 659)Poor (609 and below) Have you had a foreclosure or short sale in the last 7 years?-select-YesNo How long ago was the foreclosure or short sale?-Select-1 Year or Less1 to 2 Years3 to 4 Years5 to 7 Years7 plus Years Have you had a bankruptcy in the last 7 years?-select-YesNo How long ago was the bankruptcy?-select-1 Year or Less1 to 2 Years3 to 4 Years5 to 7 Years7 plus Years Do you have a Rate Quote from another lender?-select-YesNo What Rate did they quote you?What's the APR they quoted you?What's the loan term in the quote?-select-30-year fixed20-year fixed15-year fixed10-year fixed7/1 ARM5/1 ARM3/1 ARM Why do you want to refinance?-select-Lower my monthly paymentPay off my mortgage fasterTake cash out of homeChange my ARM loan to FixedBrowse current mortgage rates Whats the value of your propertyWhat's the balance on the 1st mortgage?What's the current interest rate on your 1st mortgage?Do you have a second mortgage?-select-YesNo What's the remaining balance on the 2nd mortgage?Loan Consultant Select your name HERE!-select-Eddie HoskinsJoe GalluzzoRyan MeyerTim CanneyAaron BleichCollin AtchisonDarren LynchDavid Conde Fields marked * are required
