Mortgage Assumption Worksheet

MORTGAGE ASSUMPTION ANALYSIS WORKSHEET
Property Address: [Property Address]
Analysis Date: [Analysis Date]
Analyst: [Analyst Name]
Loan Servicer / Lender: [Servicer Name]
Loan Number: [Loan Number]
Loan Type: [ ] FHA  [ ] VA  [ ] USDA  [ ] Conventional  [ ] Other: _______
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SECTION 1 — EXISTING LOAN DETAILS
Original Loan Amount: $___________
Original Loan Date: ___________
Original Loan Term: ___ years (___ months total)
Original Interest Rate: _______%
Current Outstanding Balance: $___________
  (Request payoff statement from servicer — confirm balance as of [Analysis Date])
Remaining Loan Term: ___ months
Current Monthly Principal & Interest Payment: $___________
Current Monthly PITI (with taxes and insurance): $___________

[Section 2 — continued...]

[Section 3 — fill in your details...]

[Additional clauses and provisions apply...]