Note Analysis Worksheet
The paper worksheet always needs to be completed before anyone can make a determination of what the note is worth. Please
make sure that all of the information on this worksheet is filled out.
Note Work Sheet
Name : __________________________________________
Date: ____________
Address: __________________________________________
Phone #: __________________________________________
Property Information
Property Address:
__________________________________________________________________
Type Of Property: _________________________________(Sinlge, Duplex Etc.)
Owner Occupied: _______
Property Value: $_________ Established By: ________
Date: _________________
Payor's Credit Score: ____________
1st loan Amount: $_____________ Monthly Pmt: $____________ New / Assumed
2nd loan Amount: $_____________ Monthly Pmt: $____________ New / Assumed
Down Pmt Amount: $_____________ LTV(Loan To Value): _______% ITV(Investment To Value): _______%
Note Information
Original Amount $____________ Balance $_____________
As of:_______________
Interest Rate : ____________%
Payment Amount : $___________
Date of 1st Payment :_______________________
Original Length: ___________ mos.
Type: Amort, I/O, Other_______________
Number of Payments Made:_____________
Number Remaining:____________________
Are the payments on time:_________ What day of the month are they due_______
Balloon Payment if any: $__________________
Are there any Clauses:
_____________________________________________________
Seller Information
Note Seller's Motivation: _________________________________________________
When Needs To Close: ______________
Received other Offers: $______________
What does the Payor do for a living:
_________________________________________
Is there anything else I should know:
________________________________________
