9 Monthly homeowners/
hazard insurance
• Only complete if not
included in the monthly
mortgage payment
Schedule of Real Estate Owned
Please ll in the sections below as completely as possible. If you have questions
or need assistance with this document, contact your home preservation specialist.
1 2 3 4 5 6 7 8 9 10
Property address Mortgage lien
holder
Occupancy
status
Mortgage
amount/current
balance
Gross monthly
rental
Monthly
mortgage
payment
Escrows Monthly taxes Monthly
homeowners/
hazard
insurance
Monthly
homeowners
association dues
Quick tips
Note: Customers with more than ve properties should make copies and complete as many forms as necessary.
1 Pro perty address
List addresses of all
properties you own
2 Mo rtgage lien holder
List nancial institution
holding the mortgage
note
If more than one
mortgage is on the
property, use a separate
line for the second lien
holder
If owned free and clear,
enter “NA
CS4992
3 Occupancy stat us
Indicate current occupancy
status:
PS=Pending sale,
FC=Foreclosed, R=Rental,
2ND=2nd home,
PR=Primary
4
Mortgage amount/current
balance
Indicate remaining balance
owed on the mortgage
If owned free and clear,
enter “NA
Note: This helps us match
it up to your credit report.
5 Mo nthly rental
Indicate current
monthly rent received
per the lease
agreement
Note: If monthly rent
is not consistently
received, please
provide a brief letter
of explanation.
If property is currently
vacant, enter 0
If property is not a
rental, enter “NA
6
Monthly mortgage
payment
Indicate current monthly
payment amount on your
statement
If owned free and clear,
enter “NA
7 Escrows
Indicate if escrows for
taxes and/or insurance are
included in the monthly
mortgage payment:
T=Taxes, I=Insurance
B=Both Taxes and
Insurance, N=None
Wells Fargo Home Mortgage is a division of Wells Fargo Bank, N.A. © 2016 Wells Fargo Bank, N.A. All rights reserved. NMLSR ID 399801.
8 Mo nthly taxes
• Only complete if not
included in the monthly
mortgage payment
10 Monthly homeowners
association dues
• If no homeowners
association dues apply,
enter “NA
Co-op fees
Ground rents
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$