Real Estate Note Worksheet

Your Name *
Your e-mail address: *
Your telephone number:
Property Address (City, State):
Type of Property (Single Family Residence, Apartment Building, Condo, Land, Commercial, etc.):
Square Footage & acreage + other description:
Sales Price:
Date of Sale:
Owner Occupied?	Yes No
Property Value:
Value established by sale/other?
Title Policy in effect?	Yes No
Down Payment Amount:
Age of Property (in years only):
Current appraised value:
Original Note amount:
Position of Note (1st or 2nd):
Note balance:
Monthly payment amount:
Is the Note new or assumed?
Number of months financed:
Interest rate:
Date of 1st payment:
Number of payments made:
Number of payments remaining:
Are the payments on time?	Yes No
Next Payment Due Date:
Note Type (Amortized, Interest only, other):
Ballon Payment Amount (if any):
Balloon Payment Due Date (if any):
Security Instrument Used (Deed of Trust/Mortgage/Land Contract/etc):
What does the payor (person making the payments) do for a living?
What is the payor's credit score?
Are there any clauses on the note?	Yes No
Anything else we should know about the note?