New Property/New Tenant Information
Name of Preparer
_________________________
Property Address
_______________________________________ Approximate ARV_____________
FOR NEW PROPERTIES
Name of Seller _________________________
Social Security No. ______________________
Seller’s Phone Number ________________________
Seller’s Birthdate ________________________
Date of Acquisiton ____________________________
All documents complete and signed? Yes or No
Name of Trustee
_________________________
Beneficiary: ___________________________
Name of Lender
_________________________
Loan Number __________________________
Lender Phone No.
_________________________
Approximate Loan Balance _______________
Amount of Monthly Payment on Loan $___________ Need to Reinstate? Yes/No (Verify Amount)
Did we assume existing insurance?
Yes or No
Is Insurance Escrowed?
Yes or No
Need new Insurance
Yes or No
Do we need to get refund?
Yes or No
Does Mortgage Company Know of Transfer? Yes or No
Assumable or Non-assumable?
Are Investor Notes and Deed of Trusts necessary?
Yes or No
Completed or released?
Name of Investor
________________________
Amount of Loan _________________________
Date of Loan ________________________
Normal Monthly Payment _________________
First Payment Due ____________________
Amount of First Payment __________________
FOR NEW TENANTS
Tenant Name _______________________________
Term of Tenancy ___________ to __________
Tenant Phone No.(s) Home _____________________
Work _________________________________
Monthly Lease Payment $________ Monthly Option Payment $______Total Monthly Payment $________
Security Deposit/Option Down Payment $_________ Refundable or Non-refundable?
Prorated Amount if Any _______________________
Date Due ______________________________
Repair Deductible Amount $___________________ Late Fee Terms _________________________
Have Utilities been taken out of our name?
Yes or No
Date Service Terminated __________________