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Short Sale Checklist With Each New Short Sale Prospect: Prior to First Client Meeting: Check box when complete: Prepare Short Sale Presentation Package: 1. Short Sale Checklist 2. Short Sale Information

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How to fill out short sale checklist 2

How to fill out short sale checklist 2:

01

Start by reviewing the checklist thoroughly to understand the requirements and documents needed.

02

Collect all the necessary financial documents such as bank statements, pay stubs, tax returns, and proof of income.

03

Fill out the personal information section accurately, providing details such as name, address, contact information, and social security number.

04

Ensure that all property information is correctly listed, including the address, property type, and any relevant details.

05

Complete the financial section, providing details of your assets, liabilities, and monthly expenses.

06

Include any additional documents required, such as a hardship letter or lender-specific forms.

07

Review the checklist again to ensure all sections and documents are properly filled out.

08

Sign and date the checklist, verifying the accuracy of the information provided.

Who needs short sale checklist 2:

01

Homeowners or sellers who are in the process of selling their property through a short sale.

02

Real estate agents or brokers assisting clients with short sale transactions.

03

Lenders or financial institutions involved in the short sale process to ensure compliance and documentation.

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