SSQ Consulting Company

LONI PARMELLY

Text Box: FINANCIAL STATEMENT

This financial statement is designed to be acceptable to all mortgage companies, but some prefer the seller use their forms. Add this to your listing presentation , even if just to let your seller practice before completing the mortgage company’s financial package. Catch those mistakes before submitting them for approval.

Financial Statement Form

· Designed similar to most mortgage company forms

· Clean copy each time for your listing presentations

· Or, complete one for each client and store on your laptop

· Catch mistakes before submitting in your financial package

· One of the most important documents

Price: $10.00

SKU/Item Number: 060003

To contact us:

SSQ Consulting Company

Phone: 877-210-6269

Fax: 347-521-5560

E-mail: ssqconsulting@yahoo.com

SELLER FINANCIAL STATEMENT

LOAN#______________________________________________________________________

PROPERTY ADDRESS_____________________________________________________________                            

 

____________________________________________________________________________

SELLER NAME                                  DOB                                                     CO-SELLER NAME                                        DOB

 

___________________________________________________________________________________________________________________

SELLER’S HOME ADDRESS                                                                          CO-SELLERS HOME ADDRESS

____________________________________________________________________________________________

SS#                       HOME #                           WORK #                                      SS #                      HOME #                            WORK #

____________________________________________________________________________________________

OWNER OCCUPIED?                                      RENTAL?                                                             MONTHLY RENTAL INCOME

      YES OR NO                                           YES OR NO________________________________ $____________________________________

 LISTED FOR SALE?           AGENT NAME

     YES OR NO                    AGENT PHONE/FAX # _______________________________________________________________________

ESCROW INCLUDES REAL ESTATE TAXES?                           Y or  N                       (if No, current or delinquent?)

ESCROW HOMEOWNER INSURANCE?                                      Y or  N                       (if No, current or delinquent?)___________________ 

BANKRUPTCY?          Chapter 7        Chapter 13        Chapter 11                                      DATE FILED:

ATTORNEY NAME:                                                                                          ___              PHONE/FAX #:_____________________________

 

Rounded Rectangular Callout: Agent Contact Information
Rounded Rectangular Callout: Mortgaged property’s address

 

MONTHLY EXPENSES                                                                                              ASSETS/LIABILITIES___________________

Mortgages                                                  $                                                                  Checking Account   $_____________________

Auto Loans                                                 $                                                                  Savings                      $_____________________

Auto expense/Insurance                            $                                                                  Stocks/Bonds/CD     $_____________________

Credit Cards/Loans                                    $                                                                  IRA/Keogh Accts     $_____________________

Health Insurance                                        $                                                                  401K/ESPO Accts   $_____________________   

Medical Expenses                                      $                                                                  Home                         $_____________________   

Child Care//Support/ Alimony                 $                                                                  Other Real Estate     $_____________________   

Food/Spending Money                              $                                                                  Cars #1                      $_____________________   

Water/Sewer/Utilities/Phone                    $                                                                  Car #2__________   $_____________________   

Other                                                           $                                                                  Other                         $_____________________

TOTAL                                                       $                                                                                                    $_____________________

 

 

Rounded Rectangular Callout: This format is acceptable to most mortgage companies
Rounded Rectangular Callout: Does the property have equity?