May 4, 2017

Loan Control Panel – Processors

Borrower
Orig. Date
Est. Date
Preferred Phone
Edit
March 27, 2017
-
May 2, 2017
408-390-2712
-
May 5, 2017
408-221-8949
-
May 16, 2017
530-305-7752
-
May 24, 2017
-
June 26, 2017
214-901-5568
-
June 27, 2017
916-541-1005
-
June 30, 2017
916-755-1953
-
August 23, 2017
916-952-9712
-
August 28, 2017
650-861-0540
-
September 5, 2017
650-690-5245
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September 12, 2017
916-600-6063
-
September 12, 2017
(818) 642-8591
-
September 13, 2017
October 26, 2017
916-837-8494
-

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.