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Payment Worksheet

Financial Overview
Borrower                                                                        Property Information
Address                                                                         Loan #
City, State, Zip                                                                Property for Sale                             yes            no
Home Phone                                                                      Listing Date/Price
Work Phone                                                                      Realtor Name
Cell Phone                                                                      Realtor Phone
# in Household                                                                  Assets                           Amount Owed            Value
Length of Ownership                              ____ yrs ____months            Home                             $                      $
Co-Borrower                                                                     Real Estate (Other)              $                      $
Address                                                                         Checking                                                $
City, State, Zip                                                                Savings                                                 $
Home Phone                                                                      Investments                                             $
Work Phone                                                                      Retirement                                              $
Cell Phone                                                                      Auto 1          Model ________       Year ________      $
# in Household                                                                  Auto 2          Model ________       Year ________      $
Length of Ownership                              ____ yrs ____months            Auto 3          Model ________       Year ________      $

Income Overview
                                                                                                         Description of Hardship
Employer                                        Gross Monthly Wage
                                                $                                 Please answer the following questions to help us better understand
                                                $                                 your current situation:
                                                $
                                                                                  What caused you fall behind on your payments?
       Additional Income* -
                                                Monthly Amount                     _______________________________________________________
    alimony/child support/etc.

                                                $                                  _______________________________________________________
                                                $
                                                                                   _______________________________________________________
* Additional income does not need to be reviewed if you do not choose to have
  it considered for approval of a payment workout.
                                                                                   Can you make a down payment toward a resolution plan?
Expense Overview
                                                                                         yes        no   If yes, how much? __________________
Monthly Expense                                 Monthly $ Amount
Mortgage                                        $                                  How and when will your situation change in the future?
2nd Mortgage                                    $
                                                                                   _______________________________________________________
Auto Payment(s) # _____                         $
Auto Insurance                                  $                                  _______________________________________________________
Auto Maintenance/Fuel                           $
Credit Card Payments                            $                                  _______________________________________________________

Installment Loan Payments                       $
                                                                                   Best time to contact: ____________         am         pm
Child Support/Alimony                           $
Day Care/Child Care/Tuition                     $                                  Preferred method of contact:           phone      email
Food                                            $
                                                                                   Email address: _____________________________________
Utilities                                       $
Telephone                                       $
Cable                                           $                               I agree that the financial information provided is an accurate statement of
                                                                                my financial status and by signing, I authorize the mortgage servicer to
Medical                                         $
                                                                                order a credit repot, verify any employment, bank account or assets and
Home/Condo Association Dues                     $                               release any information concerning the above.
Spending Money                                  $
                                                                                Please sign and date (required):
Other Misc Expenses                             $


Borrower signature _______________________________ __/__/__                      Co-Borrower signature ____________________________ __/__/__

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  • 1. Payment Worksheet Financial Overview Borrower Property Information Address Loan # City, State, Zip Property for Sale yes no Home Phone Listing Date/Price Work Phone Realtor Name Cell Phone Realtor Phone # in Household Assets Amount Owed Value Length of Ownership ____ yrs ____months Home $ $ Co-Borrower Real Estate (Other) $ $ Address Checking $ City, State, Zip Savings $ Home Phone Investments $ Work Phone Retirement $ Cell Phone Auto 1 Model ________ Year ________ $ # in Household Auto 2 Model ________ Year ________ $ Length of Ownership ____ yrs ____months Auto 3 Model ________ Year ________ $ Income Overview Description of Hardship Employer Gross Monthly Wage $ Please answer the following questions to help us better understand $ your current situation: $ What caused you fall behind on your payments? Additional Income* - Monthly Amount _______________________________________________________ alimony/child support/etc. $ _______________________________________________________ $ _______________________________________________________ * Additional income does not need to be reviewed if you do not choose to have it considered for approval of a payment workout. Can you make a down payment toward a resolution plan? Expense Overview yes no If yes, how much? __________________ Monthly Expense Monthly $ Amount Mortgage $ How and when will your situation change in the future? 2nd Mortgage $ _______________________________________________________ Auto Payment(s) # _____ $ Auto Insurance $ _______________________________________________________ Auto Maintenance/Fuel $ Credit Card Payments $ _______________________________________________________ Installment Loan Payments $ Best time to contact: ____________ am pm Child Support/Alimony $ Day Care/Child Care/Tuition $ Preferred method of contact: phone email Food $ Email address: _____________________________________ Utilities $ Telephone $ Cable $ I agree that the financial information provided is an accurate statement of my financial status and by signing, I authorize the mortgage servicer to Medical $ order a credit repot, verify any employment, bank account or assets and Home/Condo Association Dues $ release any information concerning the above. Spending Money $ Please sign and date (required): Other Misc Expenses $ Borrower signature _______________________________ __/__/__ Co-Borrower signature ____________________________ __/__/__