May 4, 2017

Loan Control Panel – Processors

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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.