New Property/New Tenant Information
Name of Preparer _________________________
Property Address _______________________________________ Approximate ARV_____________
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 __________________
Tenant Name _______________________________ Term of Tenancy ___________ to __________
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 __________________