Skip to main content

White SFMC Home Lending Logo

Your Annual Mortgage Review

with Stephanie Johnston

Filling out this Annual Mortgage Review only takes a few minutes and will help me identify opportunities to help you build and protect wealth through homeownership.

Get started below.

Stephanie Johnston - Annual Mortgage Review

Borrower

Co-Borrower

Annual Mortgage Review

Do you anticipate any major changes in your financial picture in the next 5 years?
Have there been any significant changes in your employment or income over the last year?
Do you anticipate any changes in your employment or income in the next 2-5 years?
Do you have any new second mortgages?
Do you have? (check all that apply)
$
$

Which of the following personal goals are most important to you?
Please rank in order of importance to you (with 5 being the most important and 1 being the least).

What would you like your mortgage to accomplish right now?
How would you describe your existing financial philosophy? Is it:
Do you have a will or living trust to protect your family’s assets in the event that something happens to you?
Do you currently work with a Financial Planner?
On a scale of 1-10 (10 being best), please rate your Financial Planner.
5
Do you currently work with an Insurance Agent?
On a scale of 1-10 (10 being best), please rate your Insurance Agent.
5
Do you currently work with a CPA/Tax Preparer?
On a scale of 1-10 (10 being best), please rate your CPA/Tax Preparer.
5
Do you currently work with an Estate Planning Professional?
On a scale of 1-10 (10 being best), please rate your Estate Planning Professional.
5

By providing your mobile phone number and clicking "Submit," you consent to receive automated text messages from Service First Mortgage in accordance with 10DLC regulations and best practices. These messages may include promotional content, updates, and important notifications. Message and data rates may apply. You can opt-out at any time by replying 'STOP', or calling 800-321-2320 to Opt-Out and may also email OptOut@sfmc.com. For more information on how we handle your personal information, please refer to our Privacy Policy.

Agree

Feel free to reach out if you have any question!

Photo of SFMC Home Lending's Stephanie Johnston

Stephanie Johnston
Team Leader | NMLS #621637
M: 214-576-2934
johnstonteam@sfmc.com
5408 W. Plano Pkwy
Plano, TX 75093

My Website