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

*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

HELOC (if applicable)