INFORMATION SHEET FOR CLIENT:

CURRENT STAGE:
TIMELINE OF CORPORATIONS/ENTITIES INVOLVED
1.        Initial Lender:
2.        Address on Note:
3.        CEO:
4.        Monthly Payment:
5.        Interest Rate:
6.        End Date of Payments:
7.        CA Business License?
8.        If Yes, Obtained When?
TIMELINE OF CORPORATIONS/ENTITIES INVOLVED
9.        Initial Beneficiary:
10.     Address:
11.     CEO:
12.     CA Business License?
TIMELINE OF CORPORATIONS/ENTITIES INVOLVED
13.     Current Beneficiary:
14.     Address:
15.     CEO:
TIMELINE OF CORPORATIONS/ENTITIES INVOLVED
16.     Initial Trustee:
17.     Address:
18.     CEO:
19.     CA Business License?
20.     If Yes, Obtained When?
TIMELINE OF CORPORATIONS/ENTITIES INVOLVED
21.     Subsequent Trustee:
22.     Address:
23.     CA Business License?
24.     If Yes, Obtained When?
25.     CEO:
26. When Substituted:
DEED OF TRUST
27.     Document No:
28.     Date of Instrument:
29.     Date Recorded:
30.     Date Notarized:
31.     Loan Number:
32.     County:
33.     Full Legal Description of Property:
34.     Parcel ID Number (APN):
35.     Street Address:
36.     Name of Borrower:
37.     Unconsc. Clauses RE Title:
38.     False Statement at Section 18?
39.     Trustor:
40.     Trustee:
41.     Lender:
42.     Beneficiary:
43.     MIN #
44.     Loan Number Listed:
PROMISSORY NOTE
45.     Promissory Note Indorsed?:
46.     Amount of Loan:
47.     Amount of Note:
48.     Date of Note:
49.     Date Note Due:
50.     Loan No.:
51.     Account No.:
52.     Escrow No.:
53.     City and State:
54.     Name of Lender:
55.     Name of Borrower:
NOTICE OF DEFAULT
56.     Loan Number Listed:
57.     Document Number:
58.     Amount Requested:
59.     Conditional Language?
60.     Trustee Sale No:
61.     Title Order No.:
62.     Date of Document:
63.     Date Recorded:
64.     Who Requested:
65.     Who Returned to:
66.     STATED BENEFICIARY ON DOT:
67.     Individual and who they signed for:
68.     Beneficiary/Creditor Listed/Implied:
69.     C/O who?
SUBSTITUTION OF TRUSTEE
70. Loan Number Listed:
71.     Document Number:
72.     Date of Document:
73.     Date Recorded:
74.     Who Requested:
75.     Who Returned to:
76.     Entities Listed
77.     Individual and who they signed for:
78.     Notary Name:
79.     Notary Number & State:
80.     Commission Expiration:
81.     STATED BENEFICIARY ON DOT:
ASSIGNMENT OF DEED OF TRUST
82. Loan Number Listed:
83.     Document No:
84.     Date of Document:
85.     Date Notarized:
86.     Date Recorded:
87.     Who Requested:
88.     Who Returned to:
89.     Entities Listed:
90.     Individuals and who they signed for:
91.     Notary Name:
92.     Notary Number & State:
93.     Commission Expiration:
94.     To:
95.     From:
ASSIGNMENT OF DEED OF TRUST # 2
96. Loan Number Listed:
97.     Document Number:
98.     Date of Document:
99.     Date Notarized:
100.  Date Recorded:
101.  Who Requested:
102.  Who Returned to:
103.  Entities Listed:
104.  Individuals and who they signed for:
105.  Notary Name:
106.  Notary Number & State:
107.  Commission Expiration:
108.  To:
109.  From:
NOTICE OF TRUSTEE'S SALE
110. Loan Number Listed:
111.  Document Number:
112.  Date of Document:
113.  Date Notarized:
114.  Date Recorded:
115.  Who Requested:
116.  Who Returned to:
117.  Entities Listed:
118.  Individuals and who they signed for:
119.  Notary Name:
120.  Notary Number & State:
121.  Commission Expiration:
122.  To:
123.  From:
TRUSTEE'S DEED UPON SALE
124. Loan Number Listed:
125.  Document Number:
126.  Date of Document:
127.  Date Notarized:
128.  Date Recorded:
129.  Who Requested:
130.  Who Returned to:
131.  Entities Listed:
132.  Individuals and who they signed for:
133.  Notary Name:
134.  Notary Number & State:
135.  Commission Expiration:
136.  To:
137.  From:
138.  Was the Grantee the Beneficiary? YES / NO
139.  Amount Claimed Owed:
140.  Amount Bid:
LOAN MODIFICATION PROCESS
141. Stated Terms:
142.  Loan Modification: YES / NO
143.  Original Principal Amount:
144.  New Principal Amount:
145.  Original Interest Rate (Adj/Fix):
146.  New Interest Rate (Adj/Fix):
147.  Terms:
148. Which Program: