7. Borrower's Financial Statement

 

 

Selling Paradise Realty

Todd D. Lindgren – Broker Associate

PH:  239-699-6091

Fax:  239-549-5008

todd@discoveringfl.com

www.discoveringfl.com

 

Client Name___________________________________ Date:____________

Short Sale Property Address______________________________________

BORROWER’S FINANCIAL STATEMENT

 

Borrowers Name_________________ Soocial Security No._____________

Is your home listed for sale?  Yes__   No__  Agents Name______________

Date Listed?______  Listing Amount:______ Current Listing Price_______

Mailing Address_______________________________________________

Total number of persons living at this address:_________  Number of dependents at this address:____________

Home Phone:_________________  Work Phone:____________________

Co-Borrower Name:__________________________  Social Security Number:____________________

Home Phone:_____________ Monthly Income (Wages): $_____________

Have you contracted Credit Counseling Services?  Yes______   No_______

Additional Income (not wages):  $_____________________*   Source:__________________________________

*Notice:  Include Alimony, Child Support, Disability, Rental Income, Social Security, Welfare / Food Stamps.  All requested information must be received before a short sale plan can be reviewed for approval.

                                                           

ASSET TYPE:                          Estimated Value              LIABILITY TYPE:                                Payment/Month        Balance Due:

Home                                  ___________________     Alimony – Child Support              _____________       _____________

Other Real Estate             ___________________     Dependent Care / Child Care     _____________       ______________

Checking Accounts           ___________________    Cable / Cell Phone                        _____________       ______________

Savings – Money Market ___________________    Other Mortgage(s) – Rent           _____________       ______________

IRA / Keogh Accounts     ___________________     Personal Loan(s) – Credit Cards_____________       ______________

401K / ESOP Accounts    ___________________     Medical Expenses                         _____________       ______________

Stocks, Bonds, CD’S        ___________________     HOA Fees / Taxes / Hazard Ins._____________       ______________

Rental Property                ___________________     Automobile(s)                                _____________       ______________

Auto 1, Auto 2, Boat        ___________________     Tax Liens & Homeowners Ins.    _____________       ______________

                                                                                            Water, gas, electric, phone         ______________     ______________

                                                                                            Food                                            ________________       _____________

Other Investments          ________________            Auto Expenses (gas, maintenance)____________        _____________

 

Reasons for delinquency (dates of hardship):

___________________________________________________________

___________________________________________________________

___________________________________________________________

 

I (we) agree that the financial information provided is an accurate statement of my (our) financial status.  I (we) understand and acknowledge that any action taken by the lender of my (our) mortgage loan on my (our) behalf will be made in strict reliance on the financial information provided.  My (our) signature(s) below grants the holder of my (our) mortgage the authority to confirm the information I (we) have disclosed in this financial statement, to verify that it is accurate by ordering a credit report, and to contact my real estate agent and / or credit counseling service representative (if applicable).

 

Submitted this ___________ day of ___________________ 20________

 

By:_____________________________________  Date: _____________

            Signature of Borrower

 

By:_____________________________________  Date: _____________

            Signature of Borrower

 

Before mailing, make sure you have signed and dated the form and attached a copy of your most recent pay stub and bank statements of your checking and / or savings account.  If you are self-employed, attach a copy of your most recent Federal tax returns with schedules.