Call ID
Date
Contact
Name
Address 1
Address 2
City
State
Zip
Phone 1
Province
Phone 2
Fax
E-Mail
Loan Info
Current Loan Balance
Interest Rate
Monthly Payments
Lender
Default Notice?
How Far Behind?
ARM?
Reset
Decision Maker?
Employment
Employed
Type of Work
Approx Monthly Income
Spouse Income
Can Make Monthly Payments
How Much
Call Center Agent
Time Called
Time Completed
Agent Comments
He had an ARM that recently reset. Loan payments increased from $1,600 to $3,880 per month. They bought the house in 2004. Installed organic landscaping last year. Has a golden retriever.
Loan Mod Counselor
Flagged
Call Center Comments
Counselor Comments
Thinks our program is good and can afford it. I'm sending him the package today. He will call if he needs any help filling out the application. Sounds organized and has all loan info on file.