NOTE BROKER WORKSHEET
Today’s Date: __________________________________
TO: Wall Street Brokers, Inc. 500 Wall Street #405 Seattle WA 98121-1577
Phone: (206) 448-1160 Fax (206) 448-8476 E mail:
lorelei@eskimo. Com
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: ____ Don’t know: ____
Who does the payor pay? Seller: ____ Servicing Agent: ____
Is payor employed? Yes: ____ No: ____ Don’t know: ____
Will payor cooperate? Yes: ____ No: ____ Don’t 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!