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Note Submission Worksheet

In addition to our 24 hour quote policy, we also offer you the ability to submit your quote online using the following form. If you prefer, just print this page on your printer and fax to 714-780-1733.

B r o k e r    I n f o r m a t i o n

[image] Name:
Address:
City:   State:   Zip:
Phone:     Fax:
Email:



P r o p e r t y    I n f o r m a t i o n

Property Address:
Property Location (City, State)
Current Estimated Value $
Based on
Property Type Owner Occupied
Rental
Residential Single-family    Multi-family
Mobile (SW   DW   TW)     Year:
Mobile Type (year, model, make)

 
Commercial 5 or more units
Warehouse
Retail Stores
Other
Land Improved    Unimproved
# of Acres:
Type of Improvements:
Date of Sale
Selling  Price
Down Payment
1st Mortgage/TD $
2nd Mortgage/TD $
Current Value $

Based On
Buyer's Name
Description of
Property

M o r t g a g e    I n f o r m a t i o n

Date of note
Original Amount
Terms in Months
Interest Rate
Payment Amount
First Payment Date
Next Payment Due
Balloon Date
Balloon Amount
# of Payments Paid
# of Payments Left
Current Balance (1st) $
Current Balance (2st) $

P a y o r    I n f o r m a t i o n

Name(s)
Address:
City
State
Zip
SS#s
Payor's Credit A
B
C
D
Score:
Don't know

Q u o t e    I n f o r m a t i o n

Seller Motivation
Immediate Cash Need
Comments

You may also download this form in Adobe Acrobat PDF format by clicking here.

 

 

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Last modified: August 13, 2006