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Do you have access to your Monthly Mortgage Report?
Yes
No
Any major life events last year or in the new year
None
Retiring
New Baby
Wedding
Empty Nester
Relocating
Renovations
Large Expense
Second Mortgage
Plans to Sell or Purchase
Purchase Vacation Home
Purchase an Investment Property
Do you pay additional principal each month now?
Yes
No
Have you added or currently have a second mortgage
Yes
No
Have you reviewed your home insurance coverage?
Yes
No
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