Alex Morgan

Sharing

Northwest Home Lending

Sarah Lee

Senior Mortgage Advisor · Shared for Mortgage Planning

ActiveRead OnlyExpires in 30 days

What Sarah Can See

5 shared items

Income

  • Income Summary$18,000 / month

Cash

  • Checking$18,000
  • High-Yield Savings$52,000

Real Estate

  • Seattle Residence$420,000

Liabilities

  • Home Mortgage$360,000

Private Information

Sarah cannot access these items.

Access History

  • Sarah viewed Seattle Residence

    Today · 10:42 AM

  • Sarah viewed Home Mortgage

    Today · 10:40 AM

  • Sarah viewed High-Yield Savings

    Yesterday · 3:18 PM

  • Access granted to Sarah Lee

    3 days ago

  • Mortgage Planning permission created

    3 days ago

Permission Changes

  • Permission updated

    Checking added · 3 days ago

  • Access expiration changed

    30 days · 3 days ago

Purpose

Mortgage Planning

Access was granted to help evaluate Alex Morgan's mortgage planning needs.

Access Duration

30 days remaining

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