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How did you learn about Craig Coleman?

The things I most want Craig to do for me are:

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2.

3.

4.

5.

I am in credit counseling

Name:

Homeowner 1 FULL NAME? SSN:

Date of Birth:

Homeowner 2 FULL NAME? SSN:

Date of Birth:

Person to contact

E-mail address:

Home phone number: I'm at home:

Work phone number: I'm at work:

Home Address :

Street: City: Zip:

I have rental income property

Address of rental income property 1:
Street: City: Zip:

I have more rental income properties



Purchased:

I bought the owner-occupied property in (year):
Purchase price:

I bought the rental income property in (year):
Purchase price:

Value of my property(ies):

Owner-occupied: $

Rental property 1: $


Owner-occupied:
Have any properties been listed for sale with a Realtor in the last 12 months?:

Rental income property 1:

Property Descriptions:


Total number of bedrooms in house:
Total number of FULL bathrooms in house:
Total number of HALF bathrooms in house:

Rental property 1:


Total number of bedrooms in house:
Total number of FULL bathrooms in house:
Total number of HALF bathrooms in house:


Mortgages:

Owner-occupied:
Number of loans on property?:
Dollar amount of debt on 1st loan?: $
Dollar amount of debt on 2nd loan?: $
Dollar amount of all OTHER loans on property? (combined): $

Rental property 1:
Number of loans on property?:
Dollar amount of debt on 1st loan?: $
Dollar amount of debt on 2nd loan?: $
Dollar amount of all OTHER loans on property? (combined): $

Property Taxes:

Owner-occupied:
ANNUAL amount of property taxes?: $

Taxes are:
Taxes are:
I owe number of installments.

Rental property 1:
ANNUAL amount of property taxes?: $

Taxes are:
Taxes are:
I owe number of installments.

Homeowners' Insurance:

Condo owners: check "condo" and skip remainder of insurance section.

Owner-occupied:
Condo?
Insurance is
Insurance is $ per YEAR.
I am behind on my insurance

Rental property 1:
Condo?
Insurance is
Insurance is $ per YEAR.
I am behind on my insurance

Condo Assessments :

Owner-occupied: $ /month.


I am months behind.

Rental property 1: $ /month.


I am months behind.

Income:

Homeowner 1:
Main Employment:

My income is :

Income before taxes: $

Time on job: years, months

Job title:

Employer name:

Part-time/secondary Employment:

Main Employment:

My income is :

Income before taxes: $

Time on job: years, months

Job title:

Employer name:

I have additional income $ /month

Type of income:



Homeowner 2:

Main Employment:

My income is :

Income before taxes: $

Time on job: years, months

Job title:

Employer name:

Part-time/secondary Employment:

Main Employment:
My income is :

Income before taxes: $

Time on job: years, months

Job title:

Employer name:

I have additional income $ /month

Type of income:

There are additional people on title to the owner-occupied property

There are additional people on title to rental income property 1




 

Want To Stay Up-To-Date? 
Receive FREE News, Information, And Advice From Craig Regularly
About Mortgages, Real Estate, Credit, Debt, Financial Freedom, And MORE!
 Craig hates spam as much as you do and will NEVER
 share or sell your 100% confidential information.
 

      Home | Learn About Craig | What Craig Does For You | Educational And Practical Resources | Get In Touch With Craig | Sell Your Property
   

Copyright © 2008 Craig Coleman And Coleman Family Financial.  All rights reserved.