Financial information needed for a loan modification

Below is a financial worksheet that the mortgage servicer will need to determine if you qualify for a loan modification. If you have 2 car payments, auto insurance, etc., make sure you include both on the form. Feel free to hit the "Print" button on the right to print this out:

Monthly Expenses:   Assets  
1st Mortgage   Your Net Wages  
2nd Mortgage/HELOC   Your Spouse's Net Wages  
Property Taxes   Second Job Income (Net)  
Property Insurance   Child Support/Alimoney Received  
Car Payment(s)   Tenant Rent on Primary Residence  
Auto Insurance   Rental Income on Rental Property  
Credit Cards (Min. monthly payment)   Checking  
Additional Mortgages   Saving  
Health Insurance   IRA  
Water Bill   401-K  
Electricity   Mutual Funds  
Trash/Waste Management   Stocks/Bonds  
Gas/Propane/Heating Oil   Other(s):  
Child Support/Alimony      
Home Phone      
Cell Phone      
Cables/Satellite/Internet      
Entertainment      
Dry Cleaning      
Gasoline      
HOA      
Back Taxes      
Bankruptcy Payments      
Car Repairs      
Medical Bills      
Other(s):      

 

 
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