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Call Information Sheet
                                Our specialist will be giving you a lot of important information.
                                It’s a good idea to take notes for future reference. We’ve also
                                provided space to write down any questions you may have
                                before or after the call, so that you can get the most out of
                                each conversation.


       Preparing for your first call with a specialist


       My loan number: ______________________________________________________

       When you call, be prepared to tell us about your situation. For example:

       “I just got laid off and am worried I may not be able to make my home loan
       payments soon. Is there anything we can do to make them more affordable.“


       Date of phone call: ____________________ Specialist name: _______________________

       My questions (prior to the call)
       ______________________________________________________________________________________________________
       ______________________________________________________________________________________________________
       ______________________________________________________________________________________________________
       ______________________________________________________________________________________________________
       __________________________________________________________________________________________________
       __________________________________________________________________________________________________

       Notes / Things to do (ex: Get my last employer’s phone number to verify my last day of work.)
       ______________________________________________________________________________________________________
       ______________________________________________________________________________________________________
       ______________________________________________________________________________________________________
       ______________________________________________________________________________________________________
       ______________________________________________________________________________________________________
       ______________________________________________________________________________________________________

       Follow-up questions (ex: How do I update my application with the income from my new job?)
       ______________________________________________________________________________________________________
       ______________________________________________________________________________________________________
       ______________________________________________________________________________________________________



bankofamerica.com/homeloanhelp

Bank of America, N.A. Member FDIC. Equal Housing Lender
© 2012 Bank of America Corporation. All rights reserved.
It’s important to take notes on all your calls, so reprint this page as many times as you need.


       Date of phone call: ____________________ Specialist name: _______________________

       Notes:

       ______________________________________________________________________________________________________
       ______________________________________________________________________________________________________
       ______________________________________________________________________________________________________
       ______________________________________________________________________________________________________

       Follow-up questions:
       ______________________________________________________________________________________________________
       ______________________________________________________________________________________________________
       ______________________________________________________________________________________________________
       ______________________________________________________________________________________________________


       Date of phone call: ____________________ Specialist name: _______________________

       Notes:
       ______________________________________________________________________________________________________
       ______________________________________________________________________________________________________
       ______________________________________________________________________________________________________
       ______________________________________________________________________________________________________

       Follow-up questions:
       ______________________________________________________________________________________________________
       ______________________________________________________________________________________________________
       ______________________________________________________________________________________________________

       Date of phone call: ____________________ Specialist name: _______________________

       Notes:
       ______________________________________________________________________________________________________
       ______________________________________________________________________________________________________
       ______________________________________________________________________________________________________
       ______________________________________________________________________________________________________

       Follow-up questions:
       ______________________________________________________________________________________________________
       ______________________________________________________________________________________________________

bankofamerica.com/homeloanhelp

Bank of America, N.A. Member FDIC. Equal Housing Lender
© 2012 Bank of America Corporation. All rights reserved.

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Call info sheet bank of america short sale

  • 1. Call Information Sheet Our specialist will be giving you a lot of important information. It’s a good idea to take notes for future reference. We’ve also provided space to write down any questions you may have before or after the call, so that you can get the most out of each conversation. Preparing for your first call with a specialist My loan number: ______________________________________________________ When you call, be prepared to tell us about your situation. For example: “I just got laid off and am worried I may not be able to make my home loan payments soon. Is there anything we can do to make them more affordable.“ Date of phone call: ____________________ Specialist name: _______________________ My questions (prior to the call) ______________________________________________________________________________________________________ ______________________________________________________________________________________________________ ______________________________________________________________________________________________________ ______________________________________________________________________________________________________ __________________________________________________________________________________________________ __________________________________________________________________________________________________ Notes / Things to do (ex: Get my last employer’s phone number to verify my last day of work.) ______________________________________________________________________________________________________ ______________________________________________________________________________________________________ ______________________________________________________________________________________________________ ______________________________________________________________________________________________________ ______________________________________________________________________________________________________ ______________________________________________________________________________________________________ Follow-up questions (ex: How do I update my application with the income from my new job?) ______________________________________________________________________________________________________ ______________________________________________________________________________________________________ ______________________________________________________________________________________________________ bankofamerica.com/homeloanhelp Bank of America, N.A. Member FDIC. Equal Housing Lender © 2012 Bank of America Corporation. All rights reserved.
  • 2. It’s important to take notes on all your calls, so reprint this page as many times as you need. Date of phone call: ____________________ Specialist name: _______________________ Notes: ______________________________________________________________________________________________________ ______________________________________________________________________________________________________ ______________________________________________________________________________________________________ ______________________________________________________________________________________________________ Follow-up questions: ______________________________________________________________________________________________________ ______________________________________________________________________________________________________ ______________________________________________________________________________________________________ ______________________________________________________________________________________________________ Date of phone call: ____________________ Specialist name: _______________________ Notes: ______________________________________________________________________________________________________ ______________________________________________________________________________________________________ ______________________________________________________________________________________________________ ______________________________________________________________________________________________________ Follow-up questions: ______________________________________________________________________________________________________ ______________________________________________________________________________________________________ ______________________________________________________________________________________________________ Date of phone call: ____________________ Specialist name: _______________________ Notes: ______________________________________________________________________________________________________ ______________________________________________________________________________________________________ ______________________________________________________________________________________________________ ______________________________________________________________________________________________________ Follow-up questions: ______________________________________________________________________________________________________ ______________________________________________________________________________________________________ bankofamerica.com/homeloanhelp Bank of America, N.A. Member FDIC. Equal Housing Lender © 2012 Bank of America Corporation. All rights reserved.