May 4, 2017

Loan Control Panel – Officer

Download
Sonia  Trinidad TBD – ,
Best Number to Call:
Primary Decision Maker:
Borrower: Sonia  Trinidad
Co-Borrower:  
Orig. Date:03/27/2017
Est.Closing: 
Consultant:Will Wells
Processor:

Loan Actions
Property TBD
Run Automated
RATES / TERMS / AMOUNTS
Purchase
Full Doc
SFR
1st TD
Owner Occupied

Conforming



1st Mortgage
Lender – 1st Mortgage:
Interest Rate:
Index:
Margin:
Current Mortgage Balance:
PI:
FAM
4.50%
Fixed
0
$237,500
1203.38
2nd Mortgage
Lender – 1st Mortgage:
Interest Rate:
Index:
Margin:
Current Mortgage Balance:
PI:
N/A
0.00%
0
0
$0
0
Purch./Apprais. Price:
$250,000
Total Loan Amount:
$237,500
LTV:
95.00%
CLTV:
95.00%

  • Is there a prepayment penalty? No if yes, how many years? Impounds? Yes
  • Is the rate locked? No if yes, date locked? Lock Expires?
  • Origination: Yield Spread Rebate: Broker Credit:
  • 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? Yes if so, how much? $0
THIRD PARTY VENDORS
Appraisal
Have you(LO) ordered the appraisal? No If no, do you want LP to order the appraisal? No

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

Have you uploaded all the contact info to Encompass? (ie. Appraiser, Escrow, Realtor, ect) Yes 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. Please request taxes, but do not include in Byte. We will need to get the closing statement from her sold property as well. Sonia also just got divorced, please request her divorce decree as well.

Big Picture: (Anticipated with this file, borrower out of town, how to sign final docs, is there a Living Trust, anything else?):

Sonia sold her property that she owned with her ex. She is starting over.

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):

N/A

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.