Customer Funding Documentation

Customer Funding Documentation
Date Funded

MonthDayYear
Date
Funding Status

Fully FundedFunded pending FP PayoffNot Funded - Notice of new pending deal
Report Deal?

YesNo
Need to payoff floorplan?

YesNo
Customer Name
Last Name, First Name!!!
Home Specialist
Email
example@example.com
Delivery Address

Delivery Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCounty
Mark all that has been completed or received:

Frier PackForm 500DL Applicant 1DL Applicant 2SS Applicant 1SS Applicant 2Deposit ReceivedInsurance Quote RequestedPermits on Hand
Applicant 1
Name
Phone
DOB
DL
SS#
Applicant 2
Name
Phone
DOB
DL
SS#
Home Information
Model
Serial #
Size
Deposit
Loan Information
Lender
Type of Loan
Customer File Number/Loan Number
Down Payment Needed
Title & Closing
Title Company or Closing Attorney
Amount needed for closing
Contract Date

MonthDayYear
Date
Date of Insurance Quote

MonthDayYear
Date
Logistics
A/C Ordered
Yes or No
Date of AC Order

MonthDayYear
Date
Date of AC Install

MonthDayYear
Date
Skirting Ordered
Yes or No
Date of Skirting Order

MonthDayYear
Date
Date of Skirting Install

MonthDayYear
Date
Date Permits Received

MonthDayYear
Date
Delivery Date of Home

MonthDayYear
Date
Delivery Instructions
Electrical Company
Date Electrical Work Completed

MonthDayYear
Date
Septic Company
Septic Install Date

MonthDayYear
Date
Well Contractor
Well Drilling or Water Hookup Date

MonthDayYear
Date
Grading Contractor
Date of Grading

MonthDayYear
Date
Land Clearing Contractor
Date of Land Clearing Completion

MonthDayYear
Date
Trade
Trade Make
Trade Model
Trade Year
Trade Size
Trade Amount
Special Requests or Notes regarding this Customer
Notes Regarding Funding
File Upload

Cancelof
Should be Empty:

Customer Funding Documentation

Applicant 1

Applicant 2

Home Information

Loan Information

Title & Closing

Logistics

Trade