Analysis Request

Money Merge Account 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 provided and is only an estimation. The results will be contingent on your following the MMA's program's recommended action plan.
Applicant's Information
Applicant's Name
Co-Applicant's Name
Applicant's Home Phone Applicant's Cell Phone Co-Applicant's Home Phone Co-Applicant's Cell Phone
Applicant's Work Phone Applicant's Fax Number Co-Applicant's Work Phone Co-Applicant's Fax Number
Applicant's E-Mail  Co-Applicant's E-Mail
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)

Fixed Variable
Conventional FHA VA Sub-Prime
Name of Lender
(2nd Mortgage)		 Original Balance
/Limit		 Original
Term 		Current
Balance		 Term
Remaining 		Payment Rate Fixed/HELOC
Applicant's Income Information
Applicant's Employer  Co-Applicant's Employer 
Applicant's Gross Income
(Per Pay Period)		 Applicant's Net Income
(Per Pay Period)		 Co-Applicant's Gross Income
(Per Pay Period)		 Co-Applicant's Net Income
(Per Pay Period)
Applicant's Pay Period: Co-Applicant's Pay Period:
Weekly Bi-Weekly Semi-Monthly Monthly Weekly Bi-Weekly Semi-Monthly Monthly
Applicant's Income Type: Co-Applicant's Income Type
W-2 Commission Overtime Bonus Other W-2 Commission Overtime Bonus Other
Applicant's Job Position Number of Years at Job Co-Applicant's Job Position Number of Years at Job
Discretionary Income: (Income left over each month after paying all
monthly expenses (i.e. mortgages, utilities, credit cards, entertainment, etc...))		 Discretionary Income: (Income left over each month after paying all monthly expenses (i.e. mortgages, utilities, credit cards, entertainment, etc...))
   
Applicant's Credit Rating A B C D Co-Applicant's Credit Rating A B C D
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?
 
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		 This worksheet is not intended for the purpose of acquiring commercial or residential financing. FORM #34002
04 JAN 2007

 

 

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United First Financial, its software 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 Money Merge Account Limited Guarantee

 

"Transforming America from a Society of Debt and Bondage to a Nation of Financial Freedom and Hope"
~ United First Financial
copyright 2007