Required Spreadsheet Fields For Portfolio Analysis

For Buy Here Pay Here Accounts

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1. ACCOUNT 

2. NAME 

3. ADDRESS, CITY, STATE, ZIP CODE 

4. CONTACT TELEPHONE NUMBERS 

5. SOCIAL SECURITY NUMBER  

6. D.O.B.      

7. PLACE OF EMPLOYMENT 

8. DEPARTMENT/POSITION CUSTOMER WORKS 

9. WORK NUMBER(S) 

10. CO-BORROWER (IF APPLICABLE) 

11. YEAR 

12. MAKE 

13. MODEL 

14. VIN NUMBER 

15. MILEAGE 

16. A.P.R. 

17. FINANCE CHARGE      

18. FINANCE AMOUNT  

19. ORIGINAL GROSS/TOTAL PAYMENTS  

20. DOWN PAYMENT 

21. CONTRACT DATE AND MATURITY DATE 

22. FIRST PAYMENT DATE 

23. REGULAR PAYMENT AMOUNT 

24. TERMS / NUMBER OF PAYMENTS 

25. FREQUENCY 

26. REMAINING GROSS BALANCE (REMAINING PRINCIPAL+INTEREST)

27. CURRENT PRINCIPAL BALANCE

28. INTEREST PAID or UNEARNED INTEREST     

29. DATE LAST PAID   

30. AMOUNT LAST PAID    

31. NEXT DUE DATE

32. PAYMENTS REMAINING    

32. PAYOFF

33. TAXES PAID (TEXAS ONLY)

34. TAXES DUE (TEXAS ONLY)

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