Source One Financial Solutions

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                                               Business Note Worksheet

  
*Full Name
Phone
*Email
*Type of Business
*Business Address
*Business City
*Business State
*Business Zip
*How Long in Business
*How Long at This Location
*Business Location: Owned or Leased
Terms of Lease Renewal Options
*Payor Skills to Operate Business
*Asset Value of Equipment
*Asset Value of Inventory
*Asset Value of Goodwill
*Is Operation a Franchise
*Is Payor a Corporation
*Date of Sale
*Selling Price
*Down Payment
*Down Payment: Cash or Borrowed
*First Lien
*Date of Note
*Amount
*Terms in Months
*Monthly Payment Amount
*Is There a Ballon
Balloon Amount
Balloon Date
*Interest Rate
*Due Date of 1st Payment
*# of Payments Made
*# of Payment Remaining
*Date Next Payment is Due
*Balance
Have the Following Been Recorded?
*Note
*Security Instrument
*Title
*Sales Contract
*Payor Credit Report
*Closing Statement
*Bill of Sale
*Insurance
*Lease
*Franchise Agreement
*UCC-1
Comments
  * Denotes a required field