4. What’s Next for Your Personal Financial Plan?

What additional information should be considered when selecting a mortgage?

Which of these mortgage companies would best serve your current and future needs?

Purpose: To compare the services and costs for different home mortgage alternatives.
Financial Planning Activities: Obtain the information requested below to compare the services and costs for different home mortgage sources. This sheet is also available in an Excel spreadsheet format in Connect Finance.
Suggested Websites: www.hsh.com, www.eloan.com, www.bankrate.com, mtgprofessor.com

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Amount of mortgage: $ Company Address Phone Website Contact person Application, credit report, and property appraisal fees Loan origination fee Other fees, charges (commitment, title, tax transfer) Fixed-rate mortgage Monthly payment Discount points Adjustable-rate mortgage Time until first rate charge Frequency of rate charge Monthly payment Down payment: $ Years: