May 4, 2017

Loan Control Panel – Officer

Download
Alan  White 240 Perrara Court – Roseville, Ca 95747
Best Number to Call:916-213-4541
Primary Decision Maker:
Borrower: Alan  White
Co-Borrower:  
Orig. Date:11/03/2017
Est.Closing: 11/30/2017
Consultant:Will Wells
Processor:Nancy Rivers

Loan Actions
Submit Loan ASAP
Run Automated
Other
RATES / TERMS / AMOUNTS
Refi – Cash Out
Full Doc
SFR
1st TD
Owner Occupied


VA

Jumbo
1st Mortgage
Lender – 1st Mortgage:
Interest Rate:
Index:
Margin:
Current Mortgage Balance:
PI:
JMAC
3.88%
Fixed
0
$539,226
2536
2nd Mortgage
Lender – 1st Mortgage:
Interest Rate:
Index:
Margin:
Current Mortgage Balance:
PI:
N/A
0%
0
0
$0
0
Purch./Apprais. Price:
$560,000
Total Loan Amount:
$539,226
LTV:
93.21%
CLTV:
93.21%

  • Is there a prepayment penalty? No if yes, how many years? Impounds? Yes
  • Is the rate locked? Yes if yes, date locked? November 2, 2017 Lock Expires? December 1, 2017
  • Origination: .327 Yield Spread Rebate: 0 Broker Credit: 0
  • Will there be a second mortgage subordinating? No If yes, is there a 2nd mortgage statement on file?
  • Has the LC sent out borrower’s disclosure package? No if yes, what is the date shipped?
  • Is the borrower(s) expected to come in with any money at closing? No if so, how much? $0
THIRD PARTY VENDORS
Appraisal
Have you(LO) ordered the appraisal? Yes If no, do you want LP to order the appraisal?

Title / Escrow
Have you (LO) opened escrow? Yes If no, do you want LP to open escrow?

Have you uploaded all the contact info to Encompass? (ie. Appraiser, Escrow, Realtor, ect) Documents requested by Loan Officer from borrower and any additional comments (a needs list and explanation letter will be sent out in accordance):

Full doc

Big Picture: (Anticipated with this file, borrower out of town, how to sign final docs, is there a Living Trust, anything else?):
What would you like the client gift to be?

N/A

Do you want Verdeo to coordinate the shipping of this gift or would you like to handle it yourself? If you are planning on handling it yourself, please advice as to how payment should be settled.(ie. Marketing Slush Funds):

i.e Marketing Slush Fund

Please advise as to the appropriate mailing address to be used for close out marketing (ie. Thank you letters, client survey, copy of HUD1 at year end):

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.