Real Estate Note Worksheet
Document Sample


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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