REAL ESTATE NOTE WORKSHEET
DATE__________________
PROPERTY ADDRESS _______________________________________________
CITY ________________________________________________ STATE _______
COUNTY _______________________________________ ZIP _______________
NOTE HOLDER’S NAME _____________________________________________
ADDRESS_________________________________________________________
CITY, STATE, ZIP___________________________________________________
PHONE(______)________________ EMAIL_____________________________
What kind of property secures the note (i.e., single family house, duplex, commercial, etc.)?
Is this note (circle): Performing Non-performing Reperforming
If non-performing, what is the status of foreclosure?
If non-performing, only complete the following questions that apply:
Is this note a (circle): 1st lien / 2nd lien
Only complete the next four lines if the note is NOT a first lien:
Amount of the 1st lien $____________ Current balance: $_____________________
Interest rate_____% Monthly payment $__________ Does this include taxes & insurance?____
Is it a (check one) FHA mortgage ___ VA___ Conventional ___ Farm Credit ____ Private ___ Other ___________
Contact information for 1st lien holder:
City ____________________________ State _______ County ___________________________ ZIP ___________
Is the property occupied by the note payor? ________ (If not) Is it rented? _____ Rent $__________
How long has the current tenant rented the property?
What was the sale price of the property? $_________________ Sale date? ____________
How much cash did the buyer put down? $_________________
What was the original balance of the mortgage for sale? $________________ Current balance? $_________________
What is the amount of each payment? $________________ per __________
If there is a balloon due: Amount of balloon: $____________________ Due date ___________
What was the date of the first payment? ___________________________________________
How many payments have been made_? ______________ How many remain? _______________
What is the face interest rate of the mortgage? ___________
Are the payments current? _________ If not, how far behind? ______________________
How much did the property appraise for? $____________ When was the appraisal done?_______________
What is the address of the property securing the mortgage? _____________________________________________
City ____________________________ State _______ County ___________________________ ZIP ___________
Describe the property & neighborhood in detail:
How often has the payor been late making the payment? _________
Are the payments current? _______
If not current, how far behind? _________
If not current, what actions have the note holder taken?
What is the payor’s employment? ______________________
What is their name(s), address and (if known) S.S. No.? ______________________________________
ADDITIONAL INFORMATION ABOUT THE PAPER, THE PAYOR AND/OR THE PROPERTY:
Why does the note holder want to sell the note?
How much cash do they need right now? $______________
