Mortgage Worksheet

If you are receiving payments on a Mortgage or Trust Deed and would like a FREE appraisal and evaluation of your cash flow instrument please fill out the information requested below completely so that we can accurately evaluate your cash flow. Thank You!

Note Holder Information
Name		(*)
Address
City/State/Zip
Phone Number		(*)
Fax Number
E-Mail		(*)
please include these fields so that we will be able to respond to your request personally.		(*)

Payer Information
Payers Name
Address
City/State/Zip
Yes No	Does the owner live in the property?
Yes No	Do the payments come in on time?
Yes No	Is the note past due?

The Property
Address
City/State/Zip
Market Value
How determined?
When?
Sale Price
Sale Date
Describe the property (sq ft, BR's,BA's etc)

The Note
First Second	Position the note is in
if not a 1st, what is the amount of underlying loans?
Date Originated
Original Balance
Current Balance
Interest Rate
Number of Years
Payment Amount
every
Date of First Payment
Number of Payments Made
Number of payments remaining
Amount of Balloon if any
yes no	Is the note assumable?
yes no	Is there a prepayment penalty?
Please comment briefly on your reasons for selling:

If you have trouble with this form, please e-mail us directly,
or use the offline printable mortgage worksheet.

Legal Notices

Diversified Financial Group
PO BOX 14
Mount Pleasant SC 29465
Phone-(843)884-9851

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