PROCESSING INFORMATION WORKSHEET

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PROCESSING INFORMATION WORKSHEET Source of Loan: ____________________________

Close of Escrow: _______ Loan Contingency: _______ Appraisal Contingency: _______ Lock Exp: _______

Borrower Information

Borrower: _________________________________ Co-Borrower: ______________________________

Home Phone #: ____________ Fax #: ___________ Home Phone #: ____________ Fax #: ___________

Work Phone #: ____________ Fax #: ___________ Work Phone #: ____________ Fax #: ___________

Cell #: ____________________________________ Cell #: ____________________________________

E-Mail: ___________________________________ E-Mail: ___________________________________

D.O.B: ________ D.L. # & Exp Date: ____________ D.O.B: ________ D.L. # & Exp Date: __________

Subject Property Address: ____________________________________________________________________

Mailing Address (if different): _________________________________________________________________

Important Information

( O/O ( N/O/O ( 2nd Home ( Purchase ( Refi/No Cash ( Refi/CashOut - $________

Sales Price: $______________ Appraised Value: $______________ Owner’s Est. Value: $_____________

Prop Type: ( SFR ( Detchd PUD ( Attchd PUD ( CONDO ( UNITS _____ HOA DUES: $_____

Impounds: ( Taxes ( Insurance ( Both ( None

Current 2nd: ( Subordinate ( Pay Off (May Be Considered Cash Out)

Credits for Closing Costs: Broker $____________ RE Agent $____________ Seller $____________

If Refi: Current 1st - Rate _____ Loan Type _____ Prepay Y / N – Amt $_____ End Date _____ Impounds Y/N

Current 2nd - Rate _____ Loan Type _____ Prepay Y / N – Amt $_____ End Date _____

1st Lender – Loan Summary and Terms 2nd Lender – Loan Summary and Terms

(Attach Copy of Rate Sheet for Each Lender with Program, Rate, Add-Ons Highlighted)

Lender: ___________________________________ Lender: ___________________________________

Contact: __________________________________ Contact: __________________________________

Phone #: __________________________________ Phone #: __________________________________

Fax #: ____________________________________ Fax #: ____________________________________

Email: ____________________________________ Email: ____________________________________

Program: _____________ Prgm Code: __________ Program: _____________ Prgm Code: __________

Balloon: Y / N _____Yrs PrePay: Y / N _____Yrs Balloon: Y / N _____Yrs PrePay: Y / N _____Yrs

( Full Doc ( Other _______________________ ( Full Doc ( Other _______________________

Index: ____ Value: ____ Margin: ____ Caps: ____ Index: ____ Value: ____ Margin: ____ Caps: ____

Loan Amount: $________ LTV: ____ CLTV: ____ Loan Amount: $________ LTV: ____ CLTV: ____

Rate Quoted: ____ % Only: Y / N Qual Rate: ____ Rate Quoted: ____ % Only: Y / N Qual Rate: ____

Points Quoted: _____ Estimated Rebate: _____ Points Quoted: _____ Estimated Rebate: _____

HELOC – Draw $ ________ @ COE

Escrow Company Appraisal Company

Company: _________________________________ Company: _________________________________

Officer: ______________ Asst.: _______________ Appraiser: _________________________________

Phone #: __________________________________ Phone #: __________________________________

Fax #: ____________________________________ Fax #: ____________________________________

Email: _____________ Doc Email: _____________ Email: ____________________________________

Date Ord.: __________ Escrow No.: ____________ Date Ord.: __________ Turn Time: ____________

Selling Agent Listing Agent or Builder

Agent: ____________________________________ Agent: ____________________________________

Company: _________________________________ Company: _________________________________

Address: __________________________________ Address: __________________________________

C/S/Z: ____________________________________ C/S/Z: ____________________________________

Office #: ______________ Direct #: ____________ Office #: ______________ Direct #: ____________

Cell #: ________________ Fax #: ______________ Cell #: ________________ Fax #: ______________

Email: ____________________________________ Email: ____________________________________

Assistant: _________________________________ Assistant: _________________________________

Phone #: ______________ Fax #: ______________ Phone #: ______________ Fax #: ______________

Email: ____________________________________ Email: ____________________________________

Miscellaneous Fees (Processor to complete)

Appraisal: ______ 442: _______ Credit Report: _______ Credit Supplement: _______ Bureau Direct: _______

Processing: 1st ______ 2nd ______ VOE: ______ VOD: ______ HOA Package: ______ Courier: ______

Flood Cert: ______ Doc Prep: ______ U/W: ______ Subordination: ______ Other (_______________): ______

Final Rate / Points / Rebate (LO to complete at time of lock – Provide copy of lock request and ratesheet)

1st – Rate _____ Points Charged _____ Rebate _____ Credits – Broker ______ RE Agent ______ Seller ______

2nd – Rate _____ Points Charged _____ Rebate _____ Any Changes from Above ________________________

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