MORTGAGE WORKSHEET
DATE TIME
SELLER INFORMATION:
Name
Address
City State Zip_
E-mail
T.D.#: Page#
Phones: Home ( )
Work ( )
Fax ( )
TRANS AC TION/C ONTR AC T INFORMATION:
Selling Price $
Down Payment $
1st
T.D. $
2nd
T.D. $
TRUST DEED INFORMATION:
Date of T.D.
How did you hear about:
PROPERTY INFORMATION:
Location:
County
Estimated Value $
When seller bought For how much_
Type of Property: SFH [ ] Condo[ ] Townhome[ ]
O/O[ ] Non-O/O[ ] Rental[ ]
Commercial[ ] Apts [ ] Land[ ]
Mobil Home[ ] Year_ SW__DW__
Across, adjacent, behind prop:
Characteristics: Sq.Feet Lot Size_
Bd. Rms Baths
Liens/Jdgmnts?: N[ ] Y[ ]
Taxes Current?: Y[ ] N[ ]
Serviced /Collected By?:
PAYOR INFORMATION:
Amount $ Payments Current? Y[ ] N[ ]
Terms in Months
Interest Rate %
Employment
Credit: Good[ ] Fair[ ] Poor[ ] D/K[ ] Score
Title Insurance? Y[ ] N[ ]
Payment Amount $ ADDITIONAL INFORMATION:
Balance $
Due Date 1st
Pmt.
# Payments Paid
# Payments Left
Next Payment Due MOTIVATION INFORMATION:
Balloon Amount $ WHY SELLING? WHATAMOUNTDESIRED? $
Balloon Date
Underlying Payoffs $___________________________
OFFICEUSEONLY
LTV_ % ITV_ %
1st
/2nd
Ratio
Buy Total Mortgage For $
Buy Pymts For $
Amt. Pmt Rcvd. $ Buy Pymts For $
Comments: Buy Pymts For $
Entered in computer Date Quote Given_
Sent Quote Letter Call Back ___________________________________
MORTGAGE WORKSHEET

MORTGAGE WORKSHEET

  • 1.
    MORTGAGE WORKSHEET DATE TIME SELLERINFORMATION: Name Address City State Zip_ E-mail T.D.#: Page# Phones: Home ( ) Work ( ) Fax ( ) TRANS AC TION/C ONTR AC T INFORMATION: Selling Price $ Down Payment $ 1st T.D. $ 2nd T.D. $ TRUST DEED INFORMATION: Date of T.D. How did you hear about: PROPERTY INFORMATION: Location: County Estimated Value $ When seller bought For how much_ Type of Property: SFH [ ] Condo[ ] Townhome[ ] O/O[ ] Non-O/O[ ] Rental[ ] Commercial[ ] Apts [ ] Land[ ] Mobil Home[ ] Year_ SW__DW__ Across, adjacent, behind prop: Characteristics: Sq.Feet Lot Size_ Bd. Rms Baths Liens/Jdgmnts?: N[ ] Y[ ] Taxes Current?: Y[ ] N[ ] Serviced /Collected By?: PAYOR INFORMATION: Amount $ Payments Current? Y[ ] N[ ] Terms in Months Interest Rate % Employment Credit: Good[ ] Fair[ ] Poor[ ] D/K[ ] Score Title Insurance? Y[ ] N[ ] Payment Amount $ ADDITIONAL INFORMATION: Balance $ Due Date 1st Pmt. # Payments Paid # Payments Left Next Payment Due MOTIVATION INFORMATION: Balloon Amount $ WHY SELLING? WHATAMOUNTDESIRED? $ Balloon Date Underlying Payoffs $___________________________ OFFICEUSEONLY LTV_ % ITV_ % 1st /2nd Ratio Buy Total Mortgage For $ Buy Pymts For $ Amt. Pmt Rcvd. $ Buy Pymts For $ Comments: Buy Pymts For $ Entered in computer Date Quote Given_ Sent Quote Letter Call Back ___________________________________