This document is a mortgage worksheet containing information about a property for sale including the seller's details, transaction information, property details such as address and characteristics, payor information, and additional notes. It lists the selling price, down payment amounts, trust deed dates and balances, and employment and credit details of the payor. Motivation information is also provided, noting why the seller is selling and the desired sale amount.
1. 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 ___________________________________