Personal Financial Statement (PFS) Help

by Marty Schulting on February 4, 2009

The QQ form has changed and is now requiring NET income and Gross expenses from the homeowner (and of course from that you can derive surplus income from the homeowner). We provided a personal financial statement to everybody for your convenience, and we’ve had some questions from folks about how to handle it. This video should clear it all up. :-)

Post a comment if you have one (upper right of this Blog post). If you have any further questions, please post them in the forum.

To your success!!!

Marty Schulting
Accelerated Loan mods
Co-Founder and Coach

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{ 2 comments… read them below or add one }

Cedric Devereaux May 5, 2009 at 6:42 pm

I am considering joining ALM as an affiliate, but I have a few questions. First, is it possible to view a demo of the actual system we will be using to submit information? Also, regarding the personal financial statement and any other required forms, would it be more efficient to have this web-based to allow for easier data entry while on the phone with a client? Once the form was completed, it could be printed out, emailed, etc. Are you considering this for your affiliates?

Regards,

Cedric Devereaux

David Corbaley May 5, 2009 at 6:52 pm

Cedric,

Please contact the office via a support ticket at: http://www.almsupport.com and let them know you would like to arrange a viewing of the back office. We’ll be happy to get that done for you.
The information required for us to make a determination on accepting the file is already web-based. That is actually the system we use, so you can input info while you’re on the phone with the homeowner. It then gets submitted for acceptance.
We look forward to seeing you on board!

David Corbaley

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