Pre‐Listing Worksheet
Seller’s name
Address of property:
_______________ _____________________
Date of preparation Estimated closing date
1. Do you have a mortgage on the property? ��Yes ��No More than one? ��Yes ��No
• First mortgage $ Lender
Type: �� FHA �� VA �� FNMA �� Other
• Second mortgage $ Lender
• Other
2. Are you current on all loan payments? ��Yes ��No
• If no, how many payments are in arrears?
3. What is the situation that caused you to miss or will cause you to miss your payments?
4. Have you spoken with anyone at the lender/lien holder’s office? ��Yes ��No
• Whom? What department?
• What was discussed?
5. Are your real estate taxes escrowed? ��Yes ��No If not, are they current? ��Yes ��No
6. Is there any legal action pending related to this property of which you are aware? ��Yes ��No
Pending foreclosure: when filed?
Bankruptcy: when filed?
7. Are there any other liens that could affect the sale? ��Yes ��No
Homeowners’ association (HOA) liens
IRS tax liens
Mechanics’ liens
___________________________________________________
8. Attorney information: Name Contact Information
I (we) affirm that the above information is true and accurate to the best of our knowledge.
_________________________________ ______________________________
Seller Date Seller Date
Source: Reprinted with permission of Lynn Madison, Lynn Madison Seminars, and Lori Cox, Life Successes, Inc.
Copyright Lynn Madison and Lori Cox.