Money Merge Account Free Analysis Worksheet .Please make sure that the Money Merge Account
Worksheet is filled out completely and as accurately as possible. The results of the Financial Analysis Report
will be based on the accuracy of the information provided and is only an estimation. The
results will be contingent on your following the MMA program’s recommended plan
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Applicant
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2nd Income/Co-Applicant (If Applicable)
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First Name |
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Last Name |
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Address |
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Contact Phone |
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Email
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Net Income |
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Interval |
Weekly/Bi-Weekly/Semi-Monthly/Monthly |
Weekly/Bi-Weekly/Semi-Monthly/Monthly |
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Income Type |
W2/Commission/Bonus/Overtime |
W2/Commission/Bonus/Overtime |
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1st Mortgage |
2nd Mortgage (If Applicable) |
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Lender |
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Original Balance |
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Current Balance |
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Original Term |
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Remaining Term |
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Current Rate |
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Total Monthly Payment with
Escrows |
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Escrow Amount |
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Mortgage type:
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Fixed/Variable |
Fixed/Variable |
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Mortgage Program
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Conventional/FHA/VA/SubPrime |
Conventional/FHA/VA/SubPrime |
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Creditors : Credit Cards / Auto Loans / College
Loans / Etc To Be Paid off with
Equity Line |
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Creditor |
Credit Type (Auto,
C. Card) |
Original Balance |
Current Balance |
Original Term (Months) |
Remaining Term (Months) |
Payment |
Rate |
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Home Value :_____________________________ Savings
_____________________________ |
Discretionary Income: ___________________ Income left over each
month after paying all monthly expenses ( mortgage, utilities, credit cards,
entertainment) |
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