- Customer
- Phone
- Address
- City
- State
- Zip
- Email Address
- SSN His
- SSN Her
- Best Time to Contact
- Cell
- John Smith
- 212-555-1212
- 500 5th ave
- New York
- NY
- 10110
- info@livetransfers.com
- 555-55-5555
- 555-55-5555
- Night
- 516-555-1212
1ST MORTGAGE
- Interest Rate
- Fixed/ARM?
- Payment/MO
- Balance
- Taxed Included?
- 6.5%
- FIXED
- 2,500
- 400,000
- N
2ND MORTGAGE
- Interest Rate
- Payment/MO
- Balance
- Last Refinance
- 10.5
- 650
- 25,000
- 5 yrs ago
- Original Price
- When Was That?
- Last Appriaisal Value
- When Was That?
- Approximamte Value
- Credit Card Debt
- Cash Out?
- Occupation
- How Long
- Gross Income/MO
- Credit Rating
- Bankruptcy Ever?
- Last Bankruptcy?
- Notes:
- 400,000
- 4 years ago
- 350,000
- 3 years ago
- 700,000
- 10,000
- 60k
- Teacher
- 5 years
- 4,000
- Good
- N
- N/A
- Customer interested in a cash out refinance