Carlos Vega

CA · Mortgage Protection · client since Jul 4

Identity

DOB
Jan 30, 1983
Phone
+15555550106
Email
[email protected]
Address
77 Example Mesa Dr
Bakersfield, CA 93301
DL #
•••• 0006
SSN
•••• 0106
Height
5'9"
Weight
182 lbs

Qualification

Mortgage amount
$320,000
Years remaining
27 yrs
Monthly payment
$2,050
Home value
$405,000
Equity
$85,000

Budget

Income 1
$6,900
Income 2
$3,100
Monthly leftover
$1,100

Health

Smoker
Yes
Conditions
None
Prescriptions
Providers

Banking

Bank
Demo Credit Union
Routing
•••• 0000
Account
•••• 1200

Notes

Smoker rates quoted — expects UW call.

Applications & payouts

Americo · Mortgage Protection

Submitted
Coverage
$320,000
Monthly
$152
Annual
$1,824
Advance
$1,150
Submitted Jul 2 · First draft
Beneficiary:

Tasks

No open tasks for this client.