Department of Housing



Client InformationClient Name: FORMTEXT ?????Client Contact: FORMTEXT ?????Contact Phone #: FORMTEXT ?????Contact Email Address: FORMTEXT ?????Project # for New Loan FORMTEXT ?????Project Name: FORMTEXT ?????Reference #: FORMTEXT ?????Funding Source: FORMTEXT ?????Funding Source %: FORMTEXT ????? FORMCHECKBOX Multiple Funding Sources- see notes in special instructionsBorrower and Co-Borrower Information (if co-borrower is applicable)Primary Borrower: FORMTEXT ?????First Name FORMTEXT ?????Middle Name or Initial (if Applicable) FORMTEXT ?????Last NamePrimary Borrower SS# or Tax ID: FORMTEXT ?????Co-Borrower FORMTEXT ?????First Name FORMTEXT ?????Middle Name or Initial (if Applicable) FORMTEXT ?????Last NameCo-Borrower SS# or Tax ID: FORMTEXT ?????Main Phone #: FORMTEXT ?????Additional Contact #: FORMTEXT ?????Email Address 1: FORMTEXT ?????Email Address 2: FORMTEXT ?????Mailing And property Address Is property address the same as the mailing address FORMCHECKBOX Yes FORMCHECKBOX No. If yes, only complete the mailing address section. Mailing Address FORMTEXT ?????Property Address FORMTEXT ?????Mailing City FORMTEXT ?????Property City FORMTEXT ?????Mailing State: FORMTEXT ?????Property State FORMTEXT ?????Mailing Zip Code FORMTEXT ?????Property Zip Code FORMTEXT ?????Parcel # FORMTEXT ?????# of Units FORMTEXT ?????Property Type: FORMCHECKBOX Single Family FORMCHECKBOX Commercial FORMCHECKBOX Multi- Family FORMCHECKBOX 2nd MortgageProperty County FORMTEXT ?????General Information Is loan Assumable? FORMCHECKBOX Yes FORMCHECKBOX NoLoan Type FORMCHECKBOX Interest Only FORMCHECKBOX Principal Only FORMCHECKBOX Principal And Interest FORMCHECKBOX Deferred Loan (No Monthly Payment Required) FORMCHECKBOX Deferred w/Escrow FORMCHECKBOX Deferred then converts to AmortizedMaturity Type FORMCHECKBOX Due on Sale FORMCHECKBOX Balloon FORMCHECKBOX Amortizing FORMCHECKBOX Forgivable FORMCHECKBOX Annual Cash Flow FORMCHECKBOX Conditional Grant FORMCHECKBOX Deferred LoanLoan Purpose FORMCHECKBOX Rehab FORMCHECKBOX Refinance FORMCHECKBOX First Time Home Buyer FORMCHECKBOX Other: FORMTEXT ?????Payment Frequency: FORMCHECKBOX Monthly FORMCHECKBOX Quarterly FORMCHECKBOX Semi Annually FORMCHECKBOX Annually FORMCHECKBOX Once Interest Method FORMCHECKBOX 360 (amortized monthly interest) FORMCHECKBOX 365 (Daily Simple Interest FORMCHECKBOX No InterestPrepayment Penalty FORMCHECKBOX None FORMCHECKBOX Prepayment Penalty FORMCHECKBOX Equity Share / Shared Appreciation FORMCHECKBOX Other: FORMTEXT ?????Balance DetailsOriginal Loan Amount$ FORMTEXT ?????Accrued Interest Balance$ FORMTEXT ?????Current Principal Balance$ FORMTEXT ?????Late Charge Balance$ FORMTEXT ?????Escrow Balance$ FORMTEXT ?????Reserve Balance$ FORMTEXT ?????Other Funds Balance$ FORMTEXT ?????Unapplied Balance$ FORMTEXT ?????Lien DetailsLien Position FORMCHECKBOX 1st FORMCHECKBOX 2nd FORMCHECKBOX OtherLien Status FORMCHECKBOX Secured FORMCHECKBOX UnsecuredTerms /Payment DetailsInterest Rate % FORMTEXT ?????Monthly PI or PO Payment Amount$ FORMTEXT ?????Term (# of Months) FORMTEXT ?????Monthly Escrow Payment Amount$ FORMTEXT ?????Note Date FORMTEXT ?????Monthly Client Fund Amount$ FORMTEXT ?????Maturity Date FORMTEXT ?????Monthly Reserve/Maintenance Amount$ FORMTEXT ?????First Payment Due Date FORMTEXT ?????Other Funds Payment Amount$ FORMTEXT ?????Interest Start Date FORMTEXT ?????Late Fee Amount (If Flat Late Fee) –or-$ FORMTEXT ?????Grace Days FORMTEXT ?????Late Fee Percentage% FORMTEXT ?????Next Payment Due Date FORMTEXT ?????Total Monthly Payment $ FORMTEXT ?????Date Interest Paid To FORMTEXT ?????Date the last payment was made FORMTEXT ?????Monitoring and EscrowIs ACS to review/monitor this loan annually for taxes? FORMCHECKBOX Yes FORMCHECKBOX No If yes, fill all out all of the applicable details belowIs this loan escrowed/impounded for taxes? FORMCHECKBOX Yes FORMCHECKBOX No If yes, fill all out all of the applicable details belowTax Type 1 FORMCHECKBOX City Tax FORMCHECKBOX County Tax FORMCHECKBOX School Tax FORMCHECKBOX Ground rent FORMCHECKBOX Sewer RentInstallment Frequency FORMCHECKBOX Monthly FORMCHECKBOX Quarterly FORMCHECKBOX Semi Annually FORMCHECKBOX AnnuallyInstallment Amounts1 FORMTEXT ?????2 FORMTEXT ?????3 FORMTEXT ?????4 FORMTEXT ?????Installment Due Dates1 FORMTEXT ?????2 FORMTEXT ?????3 FORMTEXT ?????4 FORMTEXT ?????Assessor Name FORMTEXT ?????Assessor Address FORMTEXT ????? FORMTEXT ?????Tax Type 2 FORMCHECKBOX City Tax FORMCHECKBOX County Tax FORMCHECKBOX School Tax FORMCHECKBOX Ground rent FORMCHECKBOX Sewer RentInstallment Frequency FORMCHECKBOX Monthly FORMCHECKBOX Quarterly FORMCHECKBOX Semi Annually FORMCHECKBOX AnnuallyInstallment Amounts1 FORMTEXT ?????2 FORMTEXT ?????3 FORMTEXT ?????4 FORMTEXT ?????Installment Due Dates1 FORMTEXT ?????2 FORMTEXT ?????3 FORMTEXT ?????4 FORMTEXT ?????Assessor Name FORMTEXT ?????Assessor Address FORMTEXT ????? FORMTEXT ?????Tax Type 3 FORMCHECKBOX City Tax FORMCHECKBOX County Tax FORMCHECKBOX School Tax FORMCHECKBOX Ground rent FORMCHECKBOX Sewer RentInstallment Frequency FORMCHECKBOX Monthly FORMCHECKBOX Quarterly FORMCHECKBOX Semi Annually FORMCHECKBOX AnnuallyInstallment Amounts1 FORMTEXT ?????2 FORMTEXT ?????3 FORMTEXT ?????4 FORMTEXT ?????Installment Due Dates1 FORMTEXT ?????2 FORMTEXT ?????3 FORMTEXT ?????4 FORMTEXT ?????Assessor Name FORMTEXT ?????Assessor Address FORMTEXT ????? FORMTEXT ?????Tax Type 4 FORMCHECKBOX City Tax FORMCHECKBOX County Tax FORMCHECKBOX School Tax FORMCHECKBOX Ground rent FORMCHECKBOX Sewer RentInstallment Frequency FORMCHECKBOX Monthly FORMCHECKBOX Quarterly FORMCHECKBOX Semi Annually FORMCHECKBOX AnnuallyInstallment Amounts1 FORMTEXT ?????2 FORMTEXT ?????3 FORMTEXT ?????4 FORMTEXT ?????Installment Due Dates1 FORMTEXT ?????2 FORMTEXT ?????3 FORMTEXT ?????4 FORMTEXT ?????Assessor Name FORMTEXT ?????Assessor Address FORMTEXT ????? FORMTEXT ?????Is ACS to review/monitor this loan annually for Insurance? FORMCHECKBOX Yes FORMCHECKBOX No If yes, fill all out all of the applicable details belowWill this loan be escrowed/impounded for Insurance? FORMCHECKBOX Yes FORMCHECKBOX No If yes, fill all out all of the applicable details belowInsurance Type 1 FORMCHECKBOX Hazard FORMCHECKBOX Flood FORMCHECKBOX Earthquake FORMCHECKBOX Wind FORMCHECKBOX HailInstallment Frequency FORMCHECKBOX Monthly FORMCHECKBOX Quarterly FORMCHECKBOX Semi Annually FORMCHECKBOX AnnuallyInstallment Amount FORMTEXT ?????Installment Due Date FORMTEXT ?????Policy Number FORMTEXT ?????Expiration Date FORMTEXT ?????Vendor Name FORMTEXT ?????Vendor Address FORMTEXT ????? FORMTEXT ?????Insurance Type 2 FORMCHECKBOX Hazard FORMCHECKBOX Flood FORMCHECKBOX Earthquake FORMCHECKBOX Wind FORMCHECKBOX HailInstallment Frequency FORMCHECKBOX Monthly FORMCHECKBOX Quarterly FORMCHECKBOX Semi Annually FORMCHECKBOX AnnuallyInstallment Amount FORMTEXT ?????Installment Due Date FORMTEXT ?????Policy Number FORMTEXT ?????Expiration Date FORMTEXT ?????Vendor Name FORMTEXT ?????Vendor Address FORMTEXT ????? FORMTEXT ?????Will this loan be escrowed/impounded for HOA Dues? FORMCHECKBOX Yes FORMCHECKBOX No If yes, fill all out all of the applicable details belowHOA Details Installment FrequencyInstallment Amount FORMTEXT ????? FORMCHECKBOX Monthly FORMCHECKBOX Quarterly FORMCHECKBOX Semi Annually FORMCHECKBOX AnnuallyInstallment Due Date FORMTEXT ?????Account Number FORMTEXT ?????Expiration Date FORMTEXT ?????Vendor Name FORMTEXT ?????Vendor Address FORMTEXT ????? FORMTEXT ?????*If this loan requires additional escrowed/impounded items, please include additional pages as needed.*Documents included with new loan set up package (please scan or stack in the order below)Items marked with * are required FORMCHECKBOX Completed and Signed new Loan Set Up Sheet *Borrower(s) social security / tax ID number(s) required* FORMCHECKBOX Modified Note (if applicable) FORMCHECKBOX Promissory Note * FORMCHECKBOX Deed of Trust or Mortgage with Legal Description * FORMCHECKBOX Truth in Lending (if available) FORMCHECKBOX Loan Agreement (if available) FORMCHECKBOX Hazard Insurance Policy (If ACS is to monitor or escrow/impound) FORMCHECKBOX Property Tax Bill (If ACS is to monitor or escrow/impound) FORMCHECKBOX Home Owners Association Dues Bill (if escrowed/impounded) FORMCHECKBOX Escrow Deposit Worksheet (for escrowed/impounded loans) * FORMCHECKBOX Escrow Deposit Funds *(for escrowed/impounded accounts) FORMCHECKBOX Bankruptcy Documents (if applicable)Comments / Special Instructions FORMTEXT ?????Set Up Sheet Approved By:Client Signature & Date sent to ACS ................
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