PACE Loan Assumption Worksheet

PACE / HERO LOAN EVALUATION WORKSHEET
Property Address: [Property Address]
Evaluation Date: [Date]
Analyst: [Analyst Name]
PACE Program Name: ___________________
PACE Administrator: ___________________
Account Number: ___________________
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SECTION 1 — PACE LOAN DETAILS
Original PACE Loan Amount:             $_______________________
Current PACE Loan Balance:             $_______________________
Annual PACE Assessment Amount:         $_______________________
Remaining Term (years):                _______ years
Annual Interest Rate:                  _______%
Final Payment Year:                    _______
Improvement Type Financed:
  [ ] Solar Panels / Energy System
  [ ] HVAC Replacement

[Section 2 — continued...]

[Section 3 — fill in your details...]

[Additional clauses and provisions apply...]