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Note Finder Name: _________________________________________ Page No.

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Note Analysis Worksheet

Note Seller Name: _______________________________________ Date: _______________________

Address: _______________________________________________ Phone #:_____________________

Property Information

Property Address: ____________________________________________________________________

Type of Property: __________________________________ Owner Occupied?: ________________

Sales Price: $______________________________________ Date of Sale: ______________________

Property Value: $_________ Established By – Sale/Other: ________ Date: __________________

1st loan Amount: $_____________ Monthly Pmt: $____________ New / Assumed

2nd loan Amount: $_____________ Monthly Pmt: $____________ New / Assumed

Down Pmt Amount: $_____________ LTV: _______% ITV: _______%

Note Information

Original Amount: $_________________ Balance: $________________ As of:_________________

Interest Rate: _______% Payment Amount: $_________ Date of 1st Payment: _______________

Original Length: _______________ mos. Type: Amort, I/O, Other __________________________

Number of Payments Made: _________________ Number

Remaining:_______________________

Are the payments on time?: __________ What day of the month are they due?: ____________

Balloon Payments (if any): $__________________ Balloon payment due date: _______________

Are there any clauses: ________________________________________________________________

Seller Information

Note Seller’s Motivation: ______________________________________________________________

When Needs To Close: ______________________ Received other offers?: $_________________

What does the Payor do for a living? ___________________________________________________

Payor’s credit score: __________________________________________________________________

Is there anything else I should know about this note?: __________________________________


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