Bill Zimmerman_Loaniversary_Landing Page

Happy Loaniversary!

I am dedicated to ensuring that my clients’ mortgage financing needs are met with an enjoyable experience. My annual mortgage survey is just one of the numerous methods I employ to provide guidance on maximizing your most significant investment—YOUR HOME. I sincerely appreciate your participation in this survey.

First Name

Last Name

Phone

Co-Borrower First Name

Co-Borrower Last Name

Co-Borrower Email

What homeownership goals would you like to achieve in the next few years?

Do you foresee any significant changes to your budget in the next few years? (Purchasing a second home, major renovations, tuition payments, starting a family, retiring, care for elderly family member, etc.)

Yes No

Have there been any significant changes in your household income over the past year?

Yes No

Do you expect any significant changes to your household income in the next 2-5 years?

Yes No

Please share the approximate value of your existing home.

How long do you plan to live in your home?

0-2 years 3-5 years 6-9 years 10+ years

Do you have a HELOC/home equity line of credit/second mortgage?

Yes No

Would you be interested in leveraging your existing home equity to achieve any of the following? (Select any that apply)

Lower monthly mortgage payments Paying down debt - credit cards, student loans, etc. Developing a cash reserve or investing Removing mortgage insurance Buying a larger (or smaller) home Buying an investment property Other

Which of the following financial goals are most important to you? (Select any that apply)

Building overall wealth Paying off mortgage prior to retirement Establishing a rainy-day savings account Investing in real estate Investing in the secondary market Moving into a larger home within 5-10 years Downsizing into a smaller home within 5-10 years Maximizing current and future tax deductions Saving money for family - tuition, healthcare, leisure, etc.

Which of the following loan scenarios might you be interested in? (Select any that apply)

Would you be interested in a referral to learn more about the following? (Select all that apply)

Do you have any additional questions I can address?

Do you agree Summit Mortgage may Call, Text, or Email you?

GOOGLE CUSTOMER RATING

Read my Google reviews

5.0

"Bill has worked with me for all of my housing purchases for the past 24 years! I highly recommend him and his team! He is great!!"

Heidi B.
★★★★★

"The whole process was extremely easy, completely informative and streamlined which made it absolutely stress free for us. Bill, his staff and all those who helped in this process are a “Dream Team”. We will be referring all our friends & family members 100%."

Megan J.
★★★★★

"Loved working with Bill Zimmerman and team. We were given clear communication as to the process and when we could expect things to happen. I would highly recommend Summit, I wouldn’t have thought this could have been any easier as buying a home can be stressful, this side of it definitely was not! Thank you for working with our family!"

Steven A.
★★★★★

"Bill at Summit Mortgage was great to work with. He was there every step, process was very simple and easy. Anytime I needed to reach out to him, he was there."

Soomeana
★★★★★

"Professional approach, clear communication of what to expect, and delivered in a timely manner. Everyone involved was personable and they were good listeners."

Sandra C.
★★★★★

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Bill Zimmerman
Senior Mortgage Consultant
NMLS #3773
Email: bzimmerman@summitmortgage.com

Office Phone:

208.939.0002

Follow me on Instagram for infotainment reels on mortgage and money-related topics!

TheBillZimmerman

summit-mortgage.com

9600 54th Ave N, Plymouth, MN 55442

Summit Mortgage Corporation licensed as Summit Home Mortgage, Inc. in NC, OR, UT, and WA; 9600 54th Ave N, Suite 100, Plymouth, MN 55442; AZ Mortgage Banker license 1038277; CA – Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act; MN – This is not an offer to enter into an agreement. Any such offer may only be made in accordance with the requirements of MN. Stat. Section 47.206 (3) and (4); Licensed by the N.J. Department of Banking and Insurance; WA – CL-1041; NMLS ID #1041 (www.nmlsconsumeraccess.org)

In New York: Achieve Home Mortgage in lieu of true name Summit Mortgage Corporation.
This site is not authorized by the New York State Department of Financial Services. No mortgage solicitation activity or loan applications for properties located in the State of New York can be facilitated through this site.

Thank You!

I will be in contact with you in the near future.

In the meantime, feel free to check out my social channels!