Printable Client Assistance Form
for Rona Homes.
Please print out or e-mail the form to us. Feel free to answer any or all questions. If you don't feel comfortable with some of the questions, please skip them.
Client Assistance Form
Name: _____________________________ Salesperson:____________ Date:_________
Addr: _____________________________ Status: _____________
City: _____________,____ Zip________ T/Date: ___________
Tel. (H) ( ) _____________ F/U Date: ___________
(W) ( ) _____________
How did you hear about Rona?
( ) ( ) ____________
TV
Radio
Drive by
Reference ________
Dispatch Advocate Advertiser Phone Book
The Home
What is it about your present living situation that you would most like to change? D B M
Placing the Home
Where do you plan to place your new home? Private Land; Community
What area would you like to live around? _____________________________________________________
Do you already own a piece of land? Yes _____ Where? ___________________ Zoning? ________
Have you found a Community ( Park)? Yes _____ Where? ___________________ Requirements ______
Your current home
What kind of home are you living in now: APT ; SITE BUILT; CONDO; MH; MODULAR; RELATIVE; _____
What do you pay? ______ Is your home on the market? __________; When is your lease up? ________;
Do you plan on trading in your home? ___________ Current Value $__________
Make ____________ Year _____ Size _______ BR_____ Ba _____ Pay Off __________
Condition ________________ Equity __________
Do you plan to use your Home Equity as down payment?
Budget Information
Has anyone ever taken the time to show you how the banks determine the amount of money they will lend you on a monthly basis?
No ____ Yes _____ Where? _______________________ Monthly Payment $_______
Lender Investment Formula
Employment?
His: ________________________ How Long? _______ Position _____________
Her: ________________________ How Long?________ Position _____________
GROSS INCOME:
His: $__________ Pr hr X 40 =_______+ O/T________=________X 52 = ________¸ 12 =___________
Her: $__________ Pr hr X 40 =_______+ O/T________=________X 52 = ________¸ 12 =___________
Other Income: $___________
Total Monthly Income: (A) $___________
Obligations: Balance Open Formula:
Auto $________________ _______ _____ Gross Income (A) $_____________
Auto $________________ _______ _____ X % $_____________
Visa/MC $________________ ________ _____ Less (B) $_____________
_______ $________________ ________ _____ Maximum Payment $_____________
_______ $________________ ________ _____ Comfort Level $_____________
_______ $________________ ________ _____ Equity: Cash $________
Trade $________
TOTAL $ (B) ________ _____ Land Equity $________
Down Payment $___________
Do you have any credit concerns we can help you with? Bankruptcy, repossessions, slow pays or
collections? ________________________________________________________________________
Time Frame
By when do you anticipate moving into your new home?
A.S.A.P._________; 30 days _________; 3 months_________; Longer _________