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Financial information needed for a loan modification |
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Below is a financial worksheet that the mortgage servicer will need to determine if you qualify for a loan modification. If you have 2 car payments, auto insurance, etc., make sure you include both on the form. Feel free to hit the "Print" button on the right to print this out:
| Monthly Expenses: |
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Assets |
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| 1st Mortgage |
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Your Net Wages |
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| 2nd Mortgage/HELOC |
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Your Spouse's Net Wages |
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| Property Taxes |
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Second Job Income (Net) |
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| Property Insurance |
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Child Support/Alimoney Received |
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| Car Payment(s) |
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Tenant Rent on Primary Residence |
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| Auto Insurance |
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Rental Income on Rental Property |
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| Credit Cards (Min. monthly payment) |
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Checking |
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| Additional Mortgages |
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Saving |
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| Health Insurance |
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IRA |
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| Water Bill |
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401-K |
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| Electricity |
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Mutual Funds |
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| Trash/Waste Management |
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Stocks/Bonds |
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| Gas/Propane/Heating Oil |
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Other(s): |
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| Child Support/Alimony |
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| Home Phone |
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| Cell Phone |
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| Cables/Satellite/Internet |
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| Entertainment |
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| Dry Cleaning |
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| Gasoline |
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| HOA |
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| Back Taxes |
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| Bankruptcy Payments |
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| Car Repairs |
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| Medical Bills |
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| Other(s): |
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