JB Baird
Independent Software Agent 849099

jb@DotComMusic.com
Money Merge Acount Worksheet
Please make sure that the Money Merge Account worksheet is filled out completely and as accurately as possible. The results of the Financial Analysis Report will be based on the accuracy of the information you provide and is only an estimation. The results will be contingent on your following the MMA program's recommended action plan.

Required fields are indicated by " * ". ALL required fields must be filled in before this form can be successfully submitted.

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Applicant's Information
Applicant's Name *

CoApplicant's Name

Applicant's Home Phone *

Applicant's Cell Phone

CoApplicant's Home Phone

CoApplicant's Cell Phone

Applicant's Work Phone

Applicant's Fax

CoApplicant's Work Phone

CoApplicant's Fax

Applicant's E-Mail Address *

CoApplicant's E-Mail Address

Subject Property Information
Street Address *

City *

State *

Zip Code *

Date of Purchase

Purchase Price

Current Value *

Property Type

Mortgage Information
Name of Lender *
(1st Mortgage)

Original Loan Amount *

Current Loan Amount *

Rate *

Original Term *

Term Remaining *

Total Monthly Payments *
(Including Escrow)

Amount to Escrow *
(Monthly)

* *
Name of Lender
(2nd Mortgage)

Original
Balance / Limit

Original
Term (in months)
Current Balance
Term
Remaining
Payment
Rate
Fixed /
HELOC
Applicant's Income Information
Applicant's Employer

CoApplicant's Employer

Applicant's Gross Income *
(Per Pay Period)

Applicant's Net Income *
(Per Pay Period)

CoApplicant's Gross Income
(Per Pay Period)

CoApplicant's Net Income
(Per Pay Period)

Applicant's Pay Period *




Applicant's Income Type *

CoApplicant's Pay Period




CoApplicant's Income Type

Applicant's Job Position

Number of Years at Job

CoApplicant's Job Position

Number of Years at Job

Discretionary Income * : income left over each month after paying all monthly expenses (ie. mortgage, utilities, credit cards entertainment, etc). Please state as a "Low" and a "High" figure (ie. 100/500).
Discretionary Income: income left over each month after paying all monthly expenses (ie. mortgage, utilities, credit cards entertainment, etc.) Please state as a "Low" and a "High" figure (ie. 100/500).
How do you rate Applicant's Credit Rating, "A" being Best and "D" being Worst? *
How do you rate the CoApplicant's Credit Rating, "A" being Best and "D" being Worst?
Debts/Creditors (Other than mortgage)
Creditor
Type
Original Balance
Current Balance
Original
Term
Term
Remaining
Payment
Rate
How did you hear about the MMA Program?

How did you arrive at the figure you entered for the Current Value of your property? *
 
United First Financial, its agents and subsidiaries provide Internet web based software and support services. United First Financial does not provide accounting, tax, legal, real-estate, mortgage or investment advice. Interested parties should seek and consult with persons or entities licensed and qualified in those areas for advice relating to those matters. United First Financial is not liable or responsible for claims or representations made by any party which are not included in the MMA Limited Guarantee.
©2007
UNITED FIRST FINANCIAL - used with permission
This worksheet is not intended for the purpose of acquiring commercial or residential financing. FORM #34002
04 JAN 2007