Lead property information sheet 2026

1. Click ‘Get Form’ to open the lead property information sheet in the editor.
2. Begin by entering your client or student’s name, phone number, and email address at the top of the form. This ensures that all communication is streamlined.
3. Fill in the date and owner’s name, followed by their contact details including cell phone and evening phone if applicable.
4. Input the asking price, city, and state. Additionally, provide an estimated appraisal value and area of town for better context.
5. Complete the existing mortgage information section by detailing lender names, loan amounts, interest rates, and payment amounts for both first and second mortgages.
6. Answer questions regarding payment types (PITI) and potential selling conditions. Be sure to circle 'Yes' or 'No' where indicated.
7. Provide additional details about repairs needed, occupancy status, and any relevant notes in the designated sections at the bottom of the form.

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