1. Life Insurance Leads
| Smith,Richard. | |
| 45 Parkway St | |
| Brooklyn,NY,11208 | |
| Richard@yahoo.com | |
| Phone no-516-(123)-(4567) | |
| Applicant Information | |
| Dob-4th November 1968 | Weight-120kg |
| Gender-Male | Smoker-N |
| Height-6.1 | Own or Rent Home-OWN |
| Coverage Amt-100000 | |
| Covergage length-10yr term |
2. Health Insurance Leads
| Smith,Richard. | |
| 45 Parkway St | |
| Brooklyn,NY,11208 | |
| Richard@yahoo.com | |
| Phone no-516-(123)-(4567) | |
| Office: 800-123-4567 | |
| Best time to contact-Morning | |
| Information | |
| Currently Insured-Yes/no | |
| Currenct Premium-500$ | |
| Birthday November 4,1980 |
Spouse Borthday-4 November 1982 |
| Gender - Male | Gender - Female |
| Height - 6.1 | Height - 5.9 |
| Weight - 110 | Weight - 90 |
| Smoker - No | Smoker - Yes |
| No of Children - 2 | Children Age - 3,5 |
3. Auto Insurance Leads
| Smith,Richard. | |
| 45 Parkway St | |
| Brooklyn,NY,11208 | |
| Smith@aol.com | |
| Phone no-516-(123)-(4567) | |
| Best Time to contact-Evening | |
| Current Insurance Company-Liberty auto insurance | |
| Driver Lic No- | |
| State Licensed- | |
| Credit Rating- | |
| Vehicle Info | |
| Driver Info | Make-Chevloret |
| Name | Model-s10 Blazer |
| Gender | Year-1999 |
4. Home Insurance Leads
| Smith,Richard. | |
| 45 Parkway St | |
| Brooklyn,NY,11208 | |
| Richard@aol.com | |
| Phone no-516-(123)-(4567) | |
| Best time-Evening | |
| Credit Rating-good | |
| Coverage type-Home | |
| Current Insurance Information | |
| Insurance company-Liberty Mutual | Premium-750$ |
| Exp Dat-March 2007 | Replacement Coverage-Yes |
| Coverage Amt-150000 | Claims in last 3 year-1 |
| Deductible-500$ | |
| Coverage Information | |
| Coverage in thousanmd-600$ | |
| Deducatable-500$ | |
| Stuctural Information | |
| Year Built-2000 | Smoke Detectors-Yes/No |
| Units-1 | Spinklers-Yes/No |
| Size of residence-2500 | Swimming pool-Yes/No |
| Construction-Frame or Stucco | Fire Extinguisher-Yes/No |
|
Roof-Tilr or Slate Foundaytion-Slab Garage-3 Car |
5. Mortgage Insurance
| Smith,Richard. | |
| 45 Parkway St | |
| Brooklyn,NY,11208 | |
| Smith@aol.com | |
| Phone no-516-(123)-(4567) | |
| Best time to contact-any time | |
| Loan Information | |
| Loan Type-Refinance | Your property type-SFH |
| Int Rat-7% | Credit Rating-Good |
| Value of Home-250000 | Fixed or Adjustable-Fixed. |
| Loan Amt-140000 |
6. Debt Leads
| Debt Leads | |
| First Name | Olivia> |
| Last Name | Smith |
| Address | 1004 E Pleasant Dr |
| City | Miami |
| Satate | FL |
| Zip | 33150 |
| Phone No. | xxx-xxx-xxxx |
| Credit Card Debts | 20000 |
| Personal Loan | 2000 |
| Medical | NIL |
| Unsecured Debt | 22000 |
| Employed | Working |
| Monthly Income | 3000 |
| Late on Payment | Yes |
| Comments | Looking to reduce her debts |
7. Mortgage Leads
| First Name | David |
| Last Name | Ogden |
| Address | 1004 E Pleasant Dr |
| City | Homestead |
| State | FL |
| Zip | 33030 |
| Phone No. | xxx-xxx-xxxx |
| Spoke With | David |
| Property Type | Single Family Home |
| Purchase Price | 150000 |
| Purchase Year | 1996 |
| Current Home Value | 235000 |
| First MTG Balance | 125000 |
| LTV | 74 |
|
First MTG Last Refinanced |
2005 |
|
First NTG Interest Rate |
6.5 |
|
First NTG Interest Type |
Fixed For 30 Year |
|
First NTG Interest Payment |
800 |
| Monthly Unsecured Debt Payment | 0 |
|
Second MTG Balance |
NA |
|
Second MTG Interest Rate |
NA |
|
Second MTG Interest Type |
NA |
|
Second MTG Monthly Payment |
NA |
| Cash Out | 50000 |
| Debt Consolidate Loan | 0 |
| Loan Amount | 175000 |
| Loan Type | Refinance+ cash out |
| Credit | Good |
| Annual Income | 65000 |
| Income Verifiable | Yes |
| Best Time to Contact | Morning 9 |
| DOB/SSN | NA |
| Alternate Phone | xxx-xxx-xxxx |
| Email Address | david@hotmail.com |
| Current Employed | Self-employed |
| Year's of Employement | 12 |
| Name of Employement | Cnb incorporation |
| Bankruptcy | No |
| Comment | Looking to do some home improvements and interested in a lower fixed rate |
