Borrower: Sonia Trinidad
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?
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):
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):