Step 1 of 4

  • Cash Flow Data Sheet

  • Mortgage Information

    Please complete the fields only as they apply to you. If you do not have a second mortgage or a HELOC, leave those areas blank. Any additional information that you feel is pertinent please list in the additional Notes/Information area.

  • Ist Mortgage

  • Date Format: MM slash DD slash YYYY
  • Date Format: MM slash DD slash YYYY
  • *If you pay property taxes and homeowner’s insurance separately rather than as part of your mortgage payment, list them below in the Expenses section.

  • 2nd Mortgage

  • Date Format: MM slash DD slash YYYY
  • Date Format: MM slash DD slash YYYY
  • HELOC (if applicable)

  • Date Format: MM slash DD slash YYYY
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