MORTGAGE QUOTE SHEET INSTRUCTIONS

Agent Name____________________ Phone ________ Email____________
(This is your information – Never submit your clients name / contact information)

1. Original Selling Price – This is the amount the home was sold for.

2. Down Payment – The amount of down payment received by the seller.

3. Original Note Balance – This is the beginning amount of the note. This should
be the Selling Price minus the Down Payment.

4. Months / Years Financed – How many years is the note amortized for.

5. Interest Rate – What is the interest rate on the loan?

6. Monthly Payment – This is the amount for the principle and interest on the
loan. Do Not include any amount that is added into the payment for escrow
(taxes and insurance). Make sure the client provides you with the principle and
interest amount only.

7. Balloon Yes or No If yes Date _______
– Is there a balloon payment due in the
future? If so, what is the month and date of that payment?

8. Date of First Payment – When was the first payment paid on the note?

9. Current Balance – This is the current principle balance that is due on the note.

10. Owner Occupied Y or N – Does the person who is making the payments live in
this home or do they use it as a second home or rental property?

11. Credit of Payer – The seller may or may not know the credit. If possible, ask
for the buyer’s names and send them in with the quote sheet and we might be
able to do a soft pull and find their scores and confirm our offer.

12. Property Address – Ask for the full property address. We would like to view it
online prior to working up an offer.

MORTGAGE QUOTE SHEET INSTRUCTIONS
Agent Name____________________ Phone ________ Email____________
(This is your information – Never submit your clients name / contact information)
1. Original Selling Price – This is the amount the home was sold for.
2. Down Payment – The amount of down payment received by the seller.
3. Original Note Balance – This is the beginning amount of the note. This should
be the Selling Price minus the Down Payment.
4. Months / Years Financed – How many years is the note amortized for.
5. Interest Rate – What is the interest rate on the loan?
6. Monthly Payment – This is the amount for the principle and interest on the loan. Do Not include any amount that is added into the payment for escrow (taxes and insurance). Make sure the client provides you with the principle and interest amount only.
7. Balloon Yes or No If yes Date _______ – Is there a balloon payment due in the future? If so, what is the month and date of that payment?
8. Date of First Payment – When was the first payment paid on the note?
9. Current Balance – This is the current principle balance that is due on the note.
10. Owner Occupied Y or N – Does the person who is making the payments live in this home or do they use it as a second home or rental property?
11. Credit of Payer – The seller may or may not know the credit. If possible, ask for the buyer’s names and send them in with the quote sheet and we might be able to do a soft pull and find their scores and confirm our offer.
12. Property Address – Ask for the full property address. We would like to view it online prior to working up an offer.

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Important

At Flexway Advisory Group, we ensure a transparent and straightforward closing process. No upfront payments are required at any stage of the transaction. All closing costs and associated fees are clearly outlined and managed as part of the final settlement process.