Property Fact Sheet Template
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1
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3PROPERTY WORKSHEET
Address:________________________________________________________________________________________________
Annual Property Taxes: $________________ Purchase Date ____________________
Purchase Price: $_________________
County: ______________________________ HOA Dues $____________________
OWNERS
Owner #1 Name (Print): ______________________________________
Birth Date: ___________________________________
SSN: ________________________________________
Mother’s Maiden Name: _____________________________________
Owner #2 Name (Print): ______________________________________
Birth Date: ___________________________________
SSN: ________________________________________
Mother’s Maiden Name: _____________________________________
Address: _______________________________________________________________________________________________
Phone #:
__________________
Description: _____________________________________________________________
Phone #:
__________________
Description: _____________________________________________________________
Phone #:
__________________
Description: _____________________________________________________________
Phone #:
__________________
Description: _____________________________________________________________
MORTGAGE(S)
Mortgage Company Name:________________________________________________
Phone: __________________________
Address: _______________________________________________________________________________________________
PIN #: __________________________
Fixed or Variable: _______ Payment Amount: $________________________________
Balance: ______________________________
Tax & Ins Escrow? ________________ Prepay Penalty? __________________
2 nd Mortgage Company Name:_____________________________________________
Phone: __________________________
Address: _______________________________________________________________________________________________
PIN #: __________________________
Fixed or Variable: _______ Payment Amount: $________________________________
Balance: ______________________________
Tax & Ins Escrow? ________________ Prepay Penalty? __________________
HAZARD INSURANCE
Company: _______________________________________________ Policy #: ___________________ Cost: $______________
Telephone: ________________ Agent’s Name: _____________________________________ Agent’s Phone: ______________
UTILITY SUPPLIERS
Electric:_____________________________________________
Gas: _______________________________________________
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Parent category: Business