Mortgage Management Form

Please complete the following information as completely as possible
so we can accurately manage your mortgage. If you have any
questions regarding any of the information please call our office at
816-415-1737 or email us at kurt@kcmortgageplanning.com.
 
Personal Information
*Name:
*Email:
*Phone:
*Borrower Birth Day:
*Co-Borrower Birth Day:
*Address:

Original Home Purchase Information
*Date Purchased:
*Original Purchase Price:
*Estimated Value:

Current First Mortgage Information
*Original 1st Mortgage Balance:
*Date Loan Originated:
*Fixed Rate or Adjustable:
*If Adjustable Type 3yr/5yr etc.:
*Current Interest Rate:
*Ln Type Int Only/Fully Amortizing/NegAm:
*Original Mortgage Term in Years:

Current 2nd Mortgage Info (if applicable)
Original 2nd Balance:
Date Loan Originated:
Fixed or Adjustable:
If Adj Type HELOC, 3yr, 5yr:
Current Interest Rate:
Original Mortgage Term in Years:
Ln Type Int Only/Fully Amortizing:

Note: Fields with an * are required

 

Personal Mortgage Advocate 1417 Limerick Ct Liberty, MO 64068
Phone:

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