SMARTFLEX 10 WORKSHEET
To be able to provide you with the most accurate projection for how much you will
benefit from using the SMARTFLEX 10 program, please fill out the Worksheet as
accurately as possible.
Personal and Contact Information
Name
Street Address
City
 State
Zip Code
Home Phone
Cell/Work Phone
Email
Best Contact Time
First Mortgage Information
Loan Date
Original Loan Amount
Interest Rate %
Number of Years
 Monthly Payment
Type of Loan (Fixed, Adjustable, Interest Only)
Second Mortgage Information
Original Loan Amount
Loan Date
Monthly Payment
Number of Years
 Interest Rate %
Type of Loan (Fixed, Adjustable, Interest Only)
Auto Loans
Auto #1 Loan Balance
 Mo payment
Time Remaining
Mo payment
 Time Remaining
Auto #2 Loan Balance
Credit Card Debt
Total Amount Owed
 Total minimum mo. Payments
Estimated Current Home Value
Current Home Value
Estimated Credit Score
Credit Scores (for couples enter both)
Monthly Income and Expenses
Monthly Take Home Pay
Monthly Living Expenses (not listed above)
Monthly Discretionary Income
Personal Financial Objectives
What are your Personal Financial Objectives? Check as many as you want.
Pay Off Mortgage
College Funding
Retirement Funding
Home Remodel
Investing
 Vacation Home
 Future Expenses
Additional Comments