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New Property/New Tenant Information

New Property/New Tenant Information

Name of Preparer        _________________________

Property Address        _______________________________________ Approximate ARV_____________

FOR NEW PROPERTIES

Name of Seller        _________________________        Social Security No. ______________________

Seller’s Phone Number ________________________         Seller’s Birthdate ________________________

Date of Acquisiton ____________________________        All documents complete and signed? Yes or No

Name of Trustee        _________________________         Beneficiary:  ___________________________

Name of Lender        _________________________        Loan Number __________________________

Lender Phone No.        _________________________        Approximate Loan Balance _______________

Amount of Monthly Payment on Loan $___________        Need to Reinstate?  Yes/No  (Verify Amount)

Did we assume existing insurance?        Yes or No                        Is Insurance Escrowed?        Yes or No                        Need new Insurance        Yes or No                 Do we need to get refund?        Yes or No

Does Mortgage Company Know of Transfer?        Yes or No                Assumable or Non-assumable?

Are Investor Notes and Deed of Trusts necessary?        Yes or No                Completed or released?

Name of Investor        ________________________         Amount of Loan _________________________

Date of Loan        ________________________         Normal Monthly Payment _________________        First Payment Due ____________________                Amount of First Payment __________________

        

FOR NEW TENANTS

Tenant        Name        _______________________________        Term of Tenancy ___________ to __________

Tenant Phone No.(s) Home _____________________        Work _________________________________

Monthly Lease Payment $________ Monthly Option Payment $______Total Monthly Payment $________

Security Deposit/Option Down Payment $_________        Refundable or Non-refundable?

Prorated Amount if Any _______________________         Date Due ______________________________

Repair Deductible Amount  $___________________        Late Fee Terms _________________________

Have Utilities been taken out of our name?        Yes or No        Date Service Terminated __________________

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Accepted by Accounting Department __________________________  Date Entered __________________