Mortgage Note Evaluation Worksheet

MORTGAGE NOTE EVALUATION WORKSHEET
Note Reference #: ___________________
Evaluation Date: ___________________
Analyst: ___________________
Note Status: [ ] Performing  [ ] Sub-Performing  [ ] Non-Performing  [ ] Re-Performing
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SECTION 1 — NOTE SUMMARY
  Original Lender / Originator:          ___________________
  Current Note Holder / Seller:          ___________________
  Origination Date:                      ___________________
  Original Note Amount:                  $_______________
  Original Interest Rate:                _______% per annum
  Original Term:                         _______ months
  Original Monthly Payment (P&I):        $_______________
  Loan Type: [ ] Fixed  [ ] ARM  [ ] Interest-Only  [ ] Balloon  [ ] Other: ___________________
  Balloon Date (if applicable):          ___________________
  Prepayment Penalty: [ ] Yes — terms: ___________________  [ ] No
  CURRENT LOAN STATUS:

[Section 2 — continued...]

[Section 3 — fill in your details...]

[Additional clauses and provisions apply...]