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LEAD INFORMATION

LEAD INFORMATION SAMPLE

Call Date: 12/17/2007

General Information

Spoke To : CASTILLA		Best Contact Date *appointment time - tomorrow in the morning between 10:00 am - 10:30 am
Telemarketer’s Name Val Robinson Loan Type: REFINANCE + Equity Building		Phone #’s:
Name: CELERINA CASTILLA		Home #: *--***	Work #: Cell # :
*Address: address - 5428 LA SALLE WAY**	City: VALLEJO	State: CA	ZIP: 94591
E-Mail:

Mortgage


How important is saving for retirement? 8/10
Purchase Price: 232000
Current Bal: 112000
Current Interest Rate: 8
Current Term: 30
Payment: 1702
Do you see you mortgage as a beneficial financial tool or a financial burden to overcome? : financial burden to overcome Are you presently more focused on short or long term goals? Long Term Total Credit Card Debt?* None
Property Type: SINGLE FAMILY HOME
Current Property Value: 400000

Employment and Income

Current-Employer: Teacher

Income: 48000

Credit 690

Loan Amount 112000	Desired When: ASAP

Notes: She is is looking for a better rate and equity building

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