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:
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
