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Client Professionals
We believe that it is very important that everyone have skilled and knowledgably professionals working on their behalf. That being said if you do not have 1 or more of the listed professionals above would you be receptive to a referral to our professionals that we have built strong relationships with over the years?
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Yes
No
Full Name
Email Address
Phone Number
Do you currently have an Accountant
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Yes
No
If Yes, how satisfied are you with them from 1-10? (10 being the highest)
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What is their contact information (name, phone #, email, address)
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Do you currently have a lawyer?
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Yes
No
If Yes, how satisfied are you with them from 1-10? (10 being the highest)
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What is their contact information (name, phone #, email, address)
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Do you currently have a realtor?
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Yes
No
If Yes, how satisfied are you with them from 1-10? (10 being the highest)
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What is their contact information (name, phone #, email, address)
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Do you currently have a mortgage broker
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Yes
No
If Yes, how satisfied are you with them from 1-10? (10 being the highest)
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What is their contact information (name, phone #, email, address)
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Do you currently have a banker?
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Yes
No
If Yes, how satisfied are you with them from 1-10? (10 being the highest)
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What is their contact information (name, phone #, email, address)
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Do you currently have an insurance agent?
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Yes
No
If Yes, how satisfied are you with them from 1-10? (10 being the highest)
*
What is their contact information (name, phone #, email, address)
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