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Name
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Email
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Primary Home Information
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Armed Forces Americas
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State
ZIP Code
Estimated Home Value
Total Checking & Savings
Retirement Savings
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Retirement type (401k, IRA, TSP, etc.)
Amount
Monthly Retirement Contribution
Your sources of income
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Description/Occupation
Monthly Net Income
Monthly Gross Income
Real Estate Owned
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Address
Value
Rental Income
Association Fees
Maintenance Fees
Primary Home Mortgage
Original Loan Amount
Loan Origin Date
Loan Term
Lender
Balance
% Rate
P&I Payment
Escrow
Total Monthly Payment
Additional Mortgages
# Years Remaining
Lender
Balance
% Rate
P&I Payment
Escrow
Total Monthly Payment
Credit Cards and Car Loans
Lender
Credit Limit
Balance
% Rate
Minimum Payment
Loans or Lines of Credit
Lender
Type of Loan or Line of Credit
Limit
Balance
% Rate
Minimum Payment
Years Left
Taxes & Insurance
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Description
Annual Cost
Living Expenses
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Description
Monthly Cost
Any additional information
Questions, concerns, best time to contact you, etc.
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