PROCESSING INFORMATION WORKSHEET Source of Loan: ______
Close of Escrow: ______Loan Contingency: ______Appraisal Contingency: ______Lock Exp: ______
Borrower Information
Borrower: ______Co-Borrower: ______
Home Phone #: ______Fax #: ______Home Phone #: ______Fax #: ______
Work Phone #: ______Fax #: ______Work Phone #: ______Fax #: ______
Cell #: ______Cell #: ______
E-Mail: ______E-Mail: ______
D.O.B: ______D.L. # & Exp Date: ______D.O.B: ______D.L. # & Exp Date: ______
Subject Property Address: ______
Mailing Address (if different): ______
Important Information
ÿ O/O ÿ N/O/O ÿ 2nd Home ÿ Purchase ÿ Refi/No Cash ÿ Refi/CashOut - $______
Sales Price: $______Appraised Value: $______Owner’s Est. Value: $______
Prop Type: ÿ SFR ÿ Detchd PUD ÿ Attchd PUD ÿ CONDO ÿ UNITS _____ HOA DUES: $_____
Impounds: ÿ Taxes ÿ Insurance ÿ Both ÿ None
Current 2nd: ÿ Subordinate ÿ Pay Off (May Be Considered Cash Out)
Credits for Closing Costs: Broker $______RE Agent $______Seller $______
If Refi: Current 1st - Rate _____ Loan Type _____ Prepay Y / N – Amt $_____ End Date _____ Impounds Y/N
Current 2nd - Rate _____ Loan Type _____ Prepay Y / N – Amt $_____ End Date _____
1st Lender – Loan Summary and Terms 2nd Lender – Loan Summary and Terms
(Attach Copy of Rate Sheet for Each Lender with Program, Rate, Add-Ons Highlighted)
Lender: ______Lender: ______
Contact: ______Contact: ______
Phone #: ______Phone #: ______
Fax #: ______Fax #: ______
Email: ______Email: ______
Program: ______Prgm Code: ______Program: ______Prgm Code: ______
Balloon: Y / N _____Yrs PrePay: Y / N _____Yrs Balloon: Y / N _____Yrs PrePay: Y / N _____Yrs
ÿ Full Doc ÿ Other ______ÿ Full Doc ÿ Other ______
Index: ____ Value: ____ Margin: ____ Caps: ____ Index: ____ Value: ____ Margin: ____ Caps: ____
Loan Amount: $______LTV: ____ CLTV: ____ Loan Amount: $______LTV: ____ CLTV: ____
Rate Quoted: ____ % Only: Y / N Qual Rate: ____ Rate Quoted: ____ % Only: Y / N Qual Rate: ____
Points Quoted: _____ Estimated Rebate: _____ Points Quoted: _____ Estimated Rebate: _____
HELOC – Draw $ ______@ COE
Escrow Company Appraisal Company
Company: ______Company: ______
Officer: ______Asst.: ______Appraiser: ______
Phone #: ______Phone #: ______
Fax #: ______Fax #: ______
Email: ______Doc Email: ______Email: ______
Date Ord.: ______Escrow No.: ______Date Ord.: ______Turn Time: ______
Selling Agent Listing Agent or Builder
Agent: ______Agent: ______
Company: ______Company: ______
Address: ______Address: ______
C/S/Z: ______C/S/Z: ______
Office #: ______Direct #: ______Office #: ______Direct #: ______
Cell #: ______Fax #: ______Cell #: ______Fax #: ______
Email: ______Email: ______
Assistant: ______Assistant: ______
Phone #: ______Fax #: ______Phone #: ______Fax #: ______
Email: ______Email: ______
Miscellaneous Fees (Processor to complete)
Appraisal: ______442: ______Credit Report: ______Credit Supplement: ______Bureau Direct: ______
Processing: 1st ______2nd ______VOE: ______VOD: ______HOA Package: ______Courier: ______
Flood Cert: ______Doc Prep: ______U/W: ______Subordination: ______Other (______): ______
Final Rate / Points / Rebate (LO to complete at time of lock – Provide copy of lock request and ratesheet)
1st – Rate _____ Points Charged _____ Rebate _____ Credits – Broker ______RE Agent ______Seller ______
2nd – Rate _____ Points Charged _____ Rebate _____ Any Changes from Above ______