Real Estate Note Worksheet

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Document Sample
scope of work template
							                                              Real Estate Note Worksheet
             Use this form for Notes secured by Real Estate - Promissory Note, Mortgage Note & Trust Deeds

Please complete all of the information on this worksheet. This needs to be completed before we can make a
determination of what the note is worth. We ask that you take the time to fill in accurate information
(no guessing please). This will help save time and help you get your cash much faster.

Please be assured that we will treat any information you share with us in complete confidence, we never sell
any information! This information is used to ascertain the current value of your note.

Please fax this form to 520-836-9048, or if you prefer to speak with someone directly then please call us with
your information at 520-423-0400

                                            Please list your contact information below
Name:                                                                                               Date:
Phone:                                                                  Email:
                                                           Property Information
Address:                                                                                                Owner Occupied           Yes    No
City:                                       State:                      Zip:                        County:
Condition:                           Age of Property:                         Type of Property:
Market Value of Property $                                   Established By:
Sale Price $:                                   Sale Date                                               Down Payment $
What does Payor do for a Living:                                                                    Payor's Credit Score:
                                                                  Note For Sale
         Trust Deed         Mortgage            Promissory Note                             Original Date of Note:
Face Value of Note for Sale $                                           Interest Rate:                 %      Monthly Payment $
Original Number of Months:                     Current Balance $                                       Date first payment made:
# of payments made:                            # of payments remaining:                                Next payment due date:
Are you personally receiving payments on this note:                                         Are payments on time:
Balloon Payment:           Yes       No        Balloon Due Date:                                            Balloon Amount $
                                                                        st          nd         rd
Is Note        Current      Delinquent         Lien Position        1           2          3                  Loan to Value:                 %
Type of Loan:            Amortized        Interest Only          Other (Please Explain)
When do you need to close:                                                   Other Offers Received $
Why are you interested in selling your note:
                                             Underlying Mortgage Information (if any)
    st
1 Loan – Current Balance $                              As of:                           Interest Rate:           %    Monthly Pmt. $
Type of Loan:            Amortized        Interest Only          Other           Balloon $                           Due Date:
    nd
2        Loan – Current Balance $                       As of:                           Interest Rate:          %     Monthly Pmt. $
Type of Loan:            Amortized        Interest Only          Other           Balloon $                           Due Date:
Is there anything else we should know:




                                                    Adavian Group Inc.
                                  7131 W. Ray Road • Suite 39-274 • Chandler, AZ 85226
            Phone: 520-423-0400 • Fax: 520-836-9048 • Email: admin@adaviangroup.com • www.adaviangroup.com

						
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