NOTE BROKER WORKSHEET

 

Todayís Date: __________________________________

 

TO: Wall Street Brokers, Inc. 9627 California Ave SW Seattle WA 98136

Phone: (206) 448-1160 Fax (206) 448-8476 E mail: lorelei.stevens@gmail.com/P>

 

FROM:

 

_______________________________________________________

Name

 

_______________________________________________________

Company

 

_______________________________________________________

Street

 

_______________________________________________________

City State Zip

 

_______________________________________________________

Telephone / Fax

 

_______________________________________________________

E Mail / URL

 

 

SECURITY INFORMATION

 

Property address or location:

 

_______________________________________________________

Street

 

_______________________________________________________

City State Zip

 

Single Family residence _____ Owner occupied ____ Rental: ____ Mobile: ____

 

Vacant Land:____ Acres: ____ Septic:____ Water: ____ Sewer _____ Electricity ____

 

Commercial: ____ Industrial ____ Multi-family: ____ No. of units: ____

 

BUSINESS: ____ Includes Real Estate? Yes: ____ No: ____

 

Describe real estate and improvements or business:

 

_______________________________________________________

 

_______________________________________________________

 

_______________________________________________________

 

 

 

 

Current fair market value: $________________________________

 

Based on: Realtor Opinion: ____ Appraisal: ____ Tax Assessor: ____

 

 

NOTE FOR SALE

 

Lien Position: 1st: ____ 2nd: ____ Wraparound: ____ Other: ____

 

Date property sold: _______________________________________

 

Down payment: $__________________________ paid in cash

 

Original Amount of Note: $________________________________

 

Date of Note: ___________________________________________

 

Current balance due: $____________________________________

 

Date interest is paid to: ___________________________________

 

Date next payment is due: __________________________________

 

Interest rate: ___________% per annum

 

Payment: $______________________ per month. If payments not paid monthly, explain:

 

_______________________________________________________

 

Balloon cash out due date: _________________________________

 

Additional information or terms:

 

_______________________________________________________

 

_______________________________________________________

 

WHERE IS THE ORIGINAL NOTE LOCATED? ___________________________

 

 

OTHER LIENS ON SAME PROPERTY

 

 

Other liens: 1st ____ 2nd ____ Other: ________________________

 

Conventional: ____ VA: ____ FHA: ____ Private: ____

 

Balance due: $__________________________ Payment: $________________ per month

 

Interest rate: ___________% per annum

 

Additional information: ____________________________________

 

________________________________________________________

 

 

PAYOR INFORMATION

 

Why does the payor owe the debt on the note?

 

Bought property from seller, yes ________

 

If other, explain: ____________________________________________

 

Does payor make payments on time? Yes: ____ No: ____ Donít know: ____

 

Who does the payor pay? Seller: ____ Servicing Agent: ____

 

Is payor employed? Yes: ____ No: ____ Donít know: ____

 

Will payor cooperate? Yes: ____ No: ____ Donít know: ____

 

 

Payor #1 Name: ______________________________________________

 

Payor #1 Social Security Number: ________________________________

 

Payor #2 Name: _______________________________________________

 

Payor #2 Social Security Number: _________________________________

 

Payor Address: ________________________________________________

Street

_____________________________________________________________

City State Zip

 

 

ATTACHED IS A COPY OF THE NOTE OR CONTRACT!