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Money Merge Account
 
Money Merge Acount Worksheet
Please make sure that the Money Merge Account worksheet is filled out completely and as accurately as possible. The results of the Financial Analysis Report will be based on the accuracy of the information provided and is only an estimation. The results will be contingent on your following the MMA program's recommended action plan.
 
Applicant's Information
Applicant's Name
*
Applicant's Home Phone
*
Applicant's Cell Phone
*
Applicant's Work Phone
Applicant's Fax
Applicant's E-Mail Address
*
 
CoApplicant's Name
CoApplicant's Home Phone
CoApplicant's Cell Phone
CoApplicant's Work Phone
CoApplicant's Fax
CoApplicant's E-Mail Address
     
Subject Property Information
Street Address
*
City
*
State
Zip Code
Date of Purchase
Purchase Price
Current Value
Property Type
       
Mortgage Information
Name of Lender
(1st Mortgage)
Original Loan Amount
Current Loan Amount
Rate
Original Term
Term Remaining
Total Monthly Payments
(Including Escrow)
Amount to Escrow
(Monthly)
Name of Lender
(2nd Mortgage)
Original
Balance / Limit
Original
Term
Current Balance
Term
Remaining
Payment
Rate
Fixed /
HELOC
               
Applicant's Income Information
Applicant's Employer
Applicant's Gross Income
(Per Pay Period)
Applicant's Net Income
(Per Pay Period)
Applicant's Pay Period

Applicant's Income Type
Applicant's Job Position
Number of Years at Job
Discretionary Income: (income left over each month after paying all monthly expenses (ie. mortgage, utilities, credit cards entertainment, etc
Applicant's Credit Rating:    
 
CoApplicant's Employer
CoApplicant's Gross Income
(Per Pay Period)
CoApplicant's Net Income
(Per Pay Period)
CoApplicant's Pay Period

CoApplicant's Income Type
CoApplicant's Job Position
Number of Years at Job
Discretionary Income: (income left over each month after paying all monthly expenses (ie. mortgage, utilities, credit cards entertainment, etc
CoApplicant's Credit Rating:  
   
Debts/Creditors (Other than mortgage)
Creditor
Type
Original Balance
Current Balance
Original
Term
Term
Remaining
Payment
Rate
How did you hear about the MMA Program?
 * REQUIRED FIELDS
United First Financial, its 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 MMA Limited Guarantee.
©2007
UNITED FIRST FINANCIAL
This worksheet is not intended for the purpose of acquiring commercial or residential financing. FORM #34002
04 JAN 2007
 

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