Your Business Planner Template Page 17
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25Mortgage details
FINANCIAL INSTITUTION
BALANCE OUTSTANDING
REPAYMENT TERMS
MATURITY DATE
CURRENT MARKET VALUE
ORIGINAL PURCHASE DATE AND PRICE
REGISTERED OWNERS
Personal loans and lines of credit
FINANCIAL INSTITUTION
LIMIT (IF LOC)
BALANCE OUTSTANDING
REPAYMENT TERMS
SECURITY HELD
PURPOSE
Credit cards held and outstanding balances on each
1
CARD
LIMIT
OUTSTANDING BALANCE
2
CARD
LIMIT
OUTSTANDING BALANCE
3
CARD
LIMIT
OUTSTANDING BALANCE
Have you co-signed or guaranteed any other liabilities?
Yes
No
(Please describe below.)
Do you or your spouse receive income from any sources outside of the business?
Yes
No
(Please describe from where and how much below.)
Is this income expected to continue?
Yes
No
12
your
business planner
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Parent category: Business