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Sample Purchase Lead

Sample Refinance Lead

 


Sample Refinance Mortgage Lead

 

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Property Section

  • Home_Type:                        Single Family residence
    Property_Used_As:              Primary Residence
    PropertyStreetAddress:       Same as Home Address
  • Refi_Goal:                           Consolidate my bills
  • NeedToBorrow:                   89000
  • PresentPropertyValue:        105000
  • Current_Lender:                  countrywide
  • Current_Balance:                 83000
  • Current_Term:                     30 year fixed
  • Current_Mortgage_Payment: 830
  • Current_Rate: 10%
  • Current_Mortgage_Type:      Conventional loan
  • Tax: 1200
  • Insurance: 500
  • Escrows: No
  • Second_Mortgage_Lender: none
  • Second_Mortgage_Balance:
  • Second_Mortgage_Payment:
  • Second_Mortgage_Rate: %


TimeFrame:                ASAP

Borrowers Current Information

F_Name:                   Ray
L_Name:                   Smith
CO_F_Name:            Susan
CO_L_Nmae:            Smith
Home_Address:        1222 Big Bend Ln
CO_Home_Address:          Same
CustomerCity:           Irving
BorrowerState:         TX
CustomerZip:             75208   
Time_at_Address:      6.5
HomePhone:             214-348-1593
CoHomePhone:         Same
Email_Address:          Raysmith@aol.com
CoEmailAddress:       SueSmith@aol.com
BestTime:                  Afternoon at work
CoXBestTime:            Email anytime
SSN:                          448-48-9874
CoSSN:                      448-48-6532
DOB:                          06/15/1965
CoDOB:                      08/30/1969
Company:                   Lone Star Communications
CoCompany:              The Dallas Observer
EmployersStreetCity:  500 Elm, Dallas, Tx
EmployersStreetCityCOX:   1200 Pearl, Dallas Tx
Work_Phone:               214-520-5100
Ext:                      125
CO_Work_Phone:         214-520-8000
CoExt:                   222
SelfEmployed:      No
CoSelfEmployed:  No
Job_Time:              6
CO_Jobtime:          4
Monthly_Income:        4200
Co_Monthly_Income:  3600
jobtitle:                 Network Technician
CO_Jobtitle:          Advertising

Previous Employment / Address Section is completed if they have less than 2 years history on their current section

Borr_Previous_Address:   
Borr_Prev_City:          
Borr_Prev_State:         
Borr_Prev_Zip:           
Prev_Time_at_Address:    

Prev_Employer:           
Co_Prev_Employer:        
Prev_Empl_Street:        
CO_Prev_Empl_Street:     
Prev_Employer_City_ST:   
Co_Prev_Employer_City_ST:
Prev_Yrs_On_Job:         
CO_Prev_Yrs_On_Job:      
Prev_Jobtitle:           
CO_Prev_Jobtitle:        

Self Evaluation of Credit history Section

Credit:                     excellent
CoCredit:                 good, but some lates
Foreclosure:              No
Forclosure_Date:         
Bankruptcy:               No
Discharge_Date:          
badcredit_last2YRS:       No
Good_Accounts:            Yes, for over 2 Years
OtherMonthly_Debt_PMT:         420

Other Information:

put any specific needs or additional information here
We would like to lower our rate and consolidate a few credit cards.

 

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Sample Purchase Lead

 

*******************************************************************************
Property Section

Home_Type:                   Single Family residence
Property_Used_As:          Primary Residence
Property Street Address: 2005 Bella Vista Drive
Property City:                  Dallas
Property State:                TX
Property Zip:                    75204
Purchase Amount:           150000
Down Payment Amount:   7500
Down Pmt Source:           Bank account, already saved
First Home:                       no
Time Frame:                    About to make an offer

Borrowers Current Information

F_Name:                   Ray
L_Name:                   Smith
CO_F_Name:             Susan
CO_L_Nmae:             Smith
Home_Address:         1222 Big Bend Ln
CO_Home_Address:   Same
CustomerCity:            Irving
BorrowerState:          TX
CustomerZip:             75208   
Time_at_Address:      1.5

HomePhone:              214-348-1593
CoHomePhone:          Same
Email_Address:          Raysmith@aol.com
CoEmailAddress:        SueSmith@aol.com
BestTime:                   Afternoon at work
CoXBestTime:             Email anytime
SSN:                           448-48-9874
CoSSN:                       448-48-6532
DOB:                           06/15/1965
CoDOB:                       08/30/1969
Company:                   Lone Star Communications
CoCompany:               The Dallas Observer
EmployersStreetCity:          500 Elm, Dallas, Tx
EmployersStreetCityCOX:   1200 Pearl, Dallas Tx
Work_Phone:               214-520-5100
Ext:                      125
CO_Work_Phone:         214-520-8000
CoExt:                    222
SelfEmployed:             No
CoSelfEmployed:         No
Job_Time:                    6
CO_Jobtime:                4
Monthly_Income:         4200
Co_Monthly_Income:   3600
jobtitle:                        Network Technician
CO_Jobtitle:                 Advertising

Self Evaluation of Credit history Section

Credit:                     excellent
CoCredit:                 good, but some lates
Foreclosure:              No
Forclosure_Date:         
Bankruptcy:               No
Discharge_Date:          
badcredit_last2YRS:  No
Good_Accounts:            Yes, for over 2 Years
OtherMonthly_Debt_PMT:         420


Other Information:

put any specific needs or additional information here
We are about to make an offer on a great home we saw this weekend. 

Minimum info

ID 2919
Name Gerri LeAnn Smith
CoApp Richard D. Smith
City Chapmansboro
State TN
Address 1008 Hope Lane
Zip 37035
Work Ph 615-251-9666
Home Ph 615-746-2446
Property Type Single Family
Current Value 75000
Purchase Price 58000
Balance 45000
Interest 9
Fixed/Adj Fixed
Payment 565
Behind N
Credit Fair
Employer McPherson & Kelley Inc
Years over 10 years
Income 45000
Time Work - Morning
Loan Amount 65000
Loan Type Cash Out Home Improvement
Email leanngrant@aol.com
Down Payment Y
LTV 73.33

 


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