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Front Desk Marketing

 

If you couldn't get some of the information, its okay just give me the information you do have, but the more information we have the quicker and easier it is for us to close them.




BORROWER INFORMATION SHEET

 

Your name:

Email address:

Lead Source:

Property Address:

County:

Mailing Address:






PROPERTY INFORMATION SECTION



Occupancy Status:

Primary Residence
Second Home
Investment Property

 

Property Type:

Single Family Residnece
Condominium / PUD
Units

Last Appraised:

Last Value: $

# Bedrooms:

Year Built:

# Bathrooms

Square Ft:

View?

Yes
No

Pool?

Yes
No

View Type:

Improvements since purchase:

Original Cost of Home: $

Year Aquired:

Amount Owed: 1st $

/Amount Owed: 2nd $

Rate Amount: 1st

/Rate Amount: 2nd

Monthly Payment: 1st $

Monthly Payment: 2nd $

Taxes / Insurance Included?

Yes
No

1st Loan: $

ARM
Fixed

Fixed For:

2nd Loan: $

ARM
Fixed

Fixed For:

Prepay Penalty:

No
Yes

Prepay Info:









BORROWER INFORMATION SECTION





BORROWER


Bor:

SSN:

H Phone:

Cell Phone:

B Phone:

Fax / Email:




CO - BORROWER


Co-B:

SSN:

H Phone:

Cell Phone:

B Phone:

Fax / Email:

 

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