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Our Valued Client Survey
Name & Birthday: ______________________________________ Spouse’s (or Significant Other’s Name) & Birthday: ______________________________________________________ Email Address_______________________ (work or personal) Wedding Anniversary: __________________________________ House Purchase Date: ____________________________________ Please check the following items so we can get to know you better: What activities do you like to do? Please write in the initials of who likes what. Put F it’s something you do as a family: ___ Going Out for Ice Cream ____ Working Out ___ Going to the movies ___ Ice skating ____Roller Skating ___ Golf ___ Bowling ___ Mini-golf ____Going for Coffee or Tea ___ Renting movies ___ Outdoor activities: Please list: __________ ______________________________________________________ ______________________________________________________ Where do you like to eat: ___ Pizza Where? _______________________________________ ___ Burgers Where? _____________________________________ ___ Fine dining Where?___________________________________ ___ Italian Where?_______________________________________ ___ Mexican Where?_____________________________________ ___ Oriental Where?_____________________________________ ___ Other(s): __________________________________________ Children’s Names & Date of Birth: 1. __________________________ Date of Birth___________ 2. __________________________ Date of Birth___________ 3. __________________________ Date of Birth___________ 4. __________________________ Date of Birth___________ 5. __________________________ Date of Birth___________ Please indicate the interests and activities in which you and/or your spouse/partner enjoy participating in on a regular basis:
Other:_______________________________________________________ From the above list, please indicate the five most important activities for : YOU SPOUSE 1. ____________________________ 1. _______________________________ 2. ____________________________ 2. _______________________________ 3. ____________________________ 3. _______________________________ 4. ____________________________ 4. _______________________________ 5. ____________________________ 5. _______________________________ Music you enjoy: Motown Country Nature Sounds Jazz New Age Classical Top 40 Rhythm & Blues Folk Celtic Rap Heavy Meta; Other______________________________ Are there any special upcoming events for you and/or your family (i.e. graduation, wedding, births, retirement, vacations?)_________________________________________________________ Thank you for helping us to serve you better. Home and Loan Finder Hotline |
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