May 4, 2017

Loan Control Panel – Officer

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Vazeer Sultan Lalani 1196 BRAE CT – FOLSOM, California 95630
Best Number to Call:6198293359
Primary Decision Maker:
Borrower: Vazeer Sultan Lalani
Co-Borrower:Shaun Dustin Rehmani
Orig. Date:
Est.Closing: 
Consultant:Will Wells
Processor:

Loan Actions
RATES / TERMS / AMOUNTS








1st Mortgage
Lender – 1st Mortgage:
Interest Rate:
Index:
Margin:
Current Mortgage Balance:
PI:

0%

0
$0
0
2nd Mortgage
Lender – 1st Mortgage:
Interest Rate:
Index:
Margin:
Current Mortgage Balance:
PI:

0%
0
0
$0
0
Purch./Apprais. Price:
$0
Total Loan Amount:
$0
LTV:
0.00%
CLTV:
0.00%

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

Title / Escrow
Have you (LO) opened escrow? 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):
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?
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.