General Mortgage Loan Guide for Sellers

General Mortgage Loan Guide for Sellers

Comprehensive Mortgage and Property Information Guide for Sellers
To assist in the home-selling process, please provide the following details about your mortgage(s) and property. This information helps us determine the best strategy for your sale.
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Loan and Property Details

Primary Mortgage Information
Loan Balance (Payoff Amount): $
Date of Payoff quote

MonthDayYear
Date
Loan Type

ConventionalFHAVAUSDAOther
Is it fixed or adjustable

FixedAdjustable
Current Interest Rate
Monthly Payment Breakdown
Principal and Interest
Escrow for taxes
Escrow for insurance
Total Monthly Payment
Loan maturity date

MonthDayYear
Date
Is there a prepayment penalty?

YesNo
Is the loan assumable?

YesNo
If Yes, What is the assumption fee?
Has the lender confirmed if the loan is assumable?

YesNo
Are there any special conditions for the assumption?
Second Mortgage or Home Equity Loan
Do you have a second mortgage, HELOC, or any other lien? Yes OR No

YesNoMaybe
If Yes, please provide details:Lender Name: ___________________Loan Balance: $___________Monthly Payment: $___________Interest Rate: ________%Fixed or Adjustable? Fixed OR AdjustableAre there any prepayment penalties? Yes OR NoYour answer
Title & Liens
Are there any other known liens on the property?

YesNo
If Yes, please list and describe:
Are there any unresolved judgments, tax liens, or unpaid HOA dues?

YesNo
If Yes, provide details
Are there any late payments or delinquencies on the loan?

YesNo
Have there been any loan modifications?

YesNo
If Yes, please explain:
Lender Contact Information
Name of Lender/Servicer: *
Loan Account Number:
Contact Phone Number:
Agents name
Should be Empty:

General Mortgage Loan Guide for Sellers

Loan and Property Details

Monthly Payment Breakdown

Second Mortgage or Home Equity Loan

Title & Liens

Lender Contact Information