May 4, 2017

Loan Control Panel – Officer

Borrower
Orig. Date
Est. Date
Preferred Phone
Edit
March 29, 2017
March 29, 2017
(209) 274-4134
-
April 3, 2017
May 15, 2017
916-847-5552
-
May 2, 2017
408-390-2712
-
March 27, 2017
-
March 27, 2017
-
November 3, 2017
November 30, 2017
916-213-4541
-

Setup a New Loan

Loan Setup Form

Personal Data

Loan Details

Property Details

Rates / Terms Amounts

Rates/Terms Amounts page 2

1st Loan

2nd Loan

$
Appraised Value
$
%
%

Misc. Information

A needs list and explanation letter will be sent out in accordance
Anticipated problems with the file, borrower out of town, how to sign final docs, is there a Living Trust, anything else?
Please advise as to the appropriate mailing address to be used for close out marketing (i.e Thank you letters, copy of appraisal, client survey, copy of HUD1 at year end.