PROCESSING INFORMATION WORKSHEET
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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