COVER LETTER
* Tell us everything you know about the note/deal:

BROKER INFORMATION
First Name:
Last Name:
Date:
Company:
Title:
Address:
City:
State:
Zip:
Phone:
Fax:
Email:

BUSINESS NOTE WORKSHEET
* Type of Business:
Address (if available):
County:
* City:
* State:
* Zip:
* How Long in Business:
* How Long at this Location:
* Business Location Is:	Owned by Payor   Leased by Payor
Give Terms of any Lease Renewal Option(s):
* What Qualifications Does the Payor Have to Operate this Business:
* Asset Value Breakdown:	$ Equipment    $ Inventory    $ Goodwill
* Is Operation a Franchise:	Yes   No
If Yes, Has Franchiser Committed to Cooperate with Note Buyer in Event of Foreclosure/Resale:	Yes      No
If Payor is a Corporation, Is There Also a Creditworthy Individual Liable for Payments:	Yes   No
If Yes, Name of Individual:

HISTORICAL INFORMATION
* Date of Sale:
* Selling Price:
* Down Payment:
* First Lien:

NOTE INFORMATION
* Date of Note:
* Amount:
* Term in Months:	(amortization)   (balloon)
* Payment Amount:
* Balloon Amount:
* Balloon Date:
* Interest Rate:
* Due Date 1st Payment:
* # of Payments Made:
* # of Payments Left:
* Next Payment Due:
* Balance:

 

DESCRIPTION OF BUSINESS/LOCATION & AREA
* Description: Tell us what you know about the sale, the business, the Payor, etc.

PAYOR/PAYMENT INFORMATION
* Employment Info, Payment Record, SSN:

MOTIVATION INFORMATION
* How Much, When, etc.

PERTINENT DOCUMENTS RECORDED?
* Note:	Yes   No
* Security Instrument:	Yes   No
* Title:	Yes   No
* Sales Contract:	Yes   No
* Payor Credit Report:	Yes   No
* Closing Statement:	Yes   No
* Bill of Sale:	Yes   No
* Insurance:	Yes   No
* Lease:	Yes   No
Franchise Agreement:	Yes   No
* UCC-1:	Yes   No

    

* Required Field

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