Financial Assessment

Required Documents & Information Checklist

To help us assess your scenario and expedite your qualification, please have the following documents and details ready before your call. This ensures we can provide you with the best recommendations as quickly as possible.

2 Years of Personal Tax Returns (for confirming Adjusted Gross Income (AGI); include schedules if self-employed)
Recent Paystub (shows most current year-to-date earnings; PDF or photo is fine)
List of Debts Not on Your Credit Report (For example: family loans, business debt, or in-house financing. Please include the balance and monthly payment for each.)

Example for debts outside your credit report:
"Loan from parents: $8,500 balance, $150/mo payment"
"Dental bill payment plan: $1,000 balance, $50/mo payment"

Affiliate Partner's Email
(Required)

Personal Information First Name * Last Name * Email *

What is your approximate ORIGINAL mortgage amount? *
(If you have more than one, please have info prepared for other mortgages for the appointment)

What is the approximate CURRENT balance on the mortgage? *

What is the total mortgage payment? *
(Payment MUST include principal, interest, taxes and insurance (PITI))

What is the interest rate? *

What is the term of the loan? *
(Number input only, between 1-60 years) What's the estimated value of your home/property? *

Please list the monthly payment and balance for any other debt including credit cards, car loans, student loans, personal loans, HELOC, etc.
(Do not include the mortgage)

Name of Debt	Monthly Payment	Balance

Remaining Personal Expenses (Excluding Debts & Mortgage Payments) *

Are you Self-Employed?

Yes No

What is the YEARLY GROSS household income?
(Adjusted Gross if Self Employed)

What is the NET MONTHLY household income?
(Take home after taxes)

How much do you currently have in cash reserves?
(Combined balances in Checking, Savings, and Cash on hand, etc..)

How much do you currently have in retirement accounts?
(Combined balances in 401k, IRA, investment accounts, etc...)

What is your Current Credit Score (FICO)?
(Optional)

This is NOT a Credit or a Loan Application Qualification Process.
We are NOT performing a credit check or an inquiry on your credit report.
We ask for your credit score to determine your qualification for our services.
It will help us identify the best strategy for you.

What is your main motivation for booking this call?
(You may also share any other relevant information you want your qualification specialist to know during the call)

100% Privacy guaranteed. Residents of the 48 Contiguous United States only! This is NOT a credit or a loan application qualification process. This is a form to simply request more information about our services. We promise not to spam you. Currently, we are not accepting any candidates who have been bankrupt or have been in foreclosure in the last three years. We are NOT performing a credit check or an inquiry on your credit report. We ask for your credit score to determine your qualification for our services. Your information is not shared or sold to any third party.

By providing my information, I give express written consent to Accelerated Strategies to email, call and text me regarding upcoming events and reminders. I also consent to the company’s Privacy Policy.