Client Help Form
Date: _____________
Investor: ___________________ Investor Fax: _______________ Investor Phone: ______________ Realtor: ____________________ Realtor Fax: _______________ Realtor Phone: _______________
Seller’s Name: ____________________________________________________________________ Seller’s Property Address: ___________________________________________________________ City: ___________________________ State: ________________ Zip Code: ______________
Seller’s Home Phone: ____________________________ Alt. Phone: _______________________________
Cell: ___________________________
Fax: _________________________________
Approx. Value First Mortgage Second Mortgage Other Liens Total Leverage Balance
____________________ ____________________ ____________________ ____________________ ____________________ Yes No L.T.V.
Have You Spoken to this seller?
What do you want to accomplish on this call? _________________________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________ ***Do not provide condition of property or any other information at this time*** Jeff’s Notes: _________________________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________
* Return this form ASAP to the Investor who directed you to this site *