Short Sale Questionnaire

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Is home listed: _______ How long: ________ Starting Price: ___________ Current Price: _________

Any offers: __________ How much: ___________ Listing Expires: _______________

Realtor: _________________________________

Seller Name: _________________________________________________________

Seller 2 Name: ________________________________________________________

Property Address: ____________________________________________________________________

__________________________________________________, AZ _____________________________

Home Phone: _______________________ Work Phone Seller 1: ______________________________

Email Address Seller 1: ________________________________________________________________

Work Phone Seller 2: __________________________

Email Address Seller 2: ________________________________________________________________

Owner(s) on Title: ____________________________________________________________________

Borrower(s) on Loan: __________________________________________________________________

What are you most interested in? _______ Selling _______ Refinancing _________ Keeping

When was the property purchased? ________________ Original purchase price? _______________

First Mortgage: $__________________ Lender: ___________________________________________

Type: ____FHA ____VA ____FNMA Other: ____________________________________________

Second Mortgage $_________________ Lender: __________________________________________

What is your current payments including taxes and insurance? _______________________

What is your monthly income? ______________

What are your estimated monthly expenses besides mortgage? _______________________________

Are you current on all loan payments? ____ Yes ____ No

! If no, how many payments are in arrears? _____________________

Can you remain current on your mortgage? ____ Yes ____ No

What is the situation that caused you to miss or will cause you to miss your payments or why do you need
to sell? _____________________________________________________________________________

What lender correspondence have you received? ___________________________________________

____________________________________________________________________________________

Have you spoken to your lender? ____Yes ____ No

! Whom?! _______________________ What department? ______________________________
! What was discussed? ___________________________________________________________
 Short Sale Questionnaire

Have you tried a loan modification? ____Yes _____ No Was it under HAMP? ____ Yes ____ No

Are your real estate taxes escrowed? Yes No If not, are they current? ___ Yes ____ No

Is there any legal action pending related to this property of which you are aware? ____ Yes ____ No

Is there any other liens that could affect the sale? ____ Yes ____ No
! ! HOA: _______________________________
! ! IRS tax liens: _________________________
! ! Mechanicʼs liens: ______________________

Are there any bills for municipal services or utilities that are unpaid? _____________________________

What is the condition of the property? _____________What repairs are needed? ___________________
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Are you relocating? ____ Yes _____ No Is there a relocation company involved? ____ Yes ____No

Where are you relocating? _______________________ When? ________________________

Attorney Information: __________________________________________________________________

Tax Expert Information: ________________________________________________________________

Credit Expert Information: ______________________________________________________________

Have you considered filing bankruptcy? ____ Yes ____ No

Do you hold any kind of security clearance? ____ Yes ____ No

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Additonal Notes:
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