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MMA Analysis Worksheet

Money Merge Account Analysis Worksheet

Once this information is submitted, the worksheet will be used to provide you with the Money Merge Account projection.  The projection is only as good as the information you provide.

If you would prefer not to submit this online, please email: 
                 Request@DontNeedAMortgage.com

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.

Applicant Information

First Name:

Last Name:

Co-Applicant Information

First Name:

Last Name:

Contact Information

Daytime Phone:

Evening Phone:

Email:

Property Information

Address Street 1:

Address Street 2:

City:

Zip Code:

 

State:

Purchase Price:

Appraised Value:

Financial Information

Loan Rate Type:

Loan Rate:

Loan Type:

Original Loan Amount:

Current Loan Amount:

 

Original Term:

Term Remaining:

TOTAL Monthly Payment 

 

Amount to Escrow (Monthly)

 

2nd Mortgage Information

Loan Type:

Rate:

Original Balance/Limit:

  

Current Balance:

 

Original Term:

Term Remaining:

Monthly Payment:

 

Income Information

Applicant's Gross Income:
(per pay period)

 

Applicant's Net Income:
(per pay period)

 

Applicant's Pay Period:

Applicants Income Type:

Discretionary Income:
(income left over after all monthly expenses including credit cards, mortgage, entertainment, etc)

Applicant's Credit Rating:

Co-Applicants Gross Income:
(per pay period)

 

Co-Applicants Net Income:
(per pay period)

 

Co-Applicant's Pay Period:

Co-Applicants Income Type:

Discretionary Income:
(income left over after all monthly expenses including credit cards, mortgage, entertainment, etc)

Co-Applicant's Credit Rating:

Other Creditors (other than Mortgage)

Creditor (1):

     Type:

     Original Balance:

     Current Balance:

     Original Term:

     Term Remaining:

     Monthly Payment:

     Rate:

Creditor (2):

     Type:

     Original Balance:

     Current Balance:

     Original Term:

     Term Remaining:

     Monthly Payment:

     Rate:

Creditor (3):

     Type:

     Original Balance:

     Current Balance:

     Original Term:

     Term Remaining:

     Monthly Payment:

     Rate:

Other Information

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