Mortgage Nerds Processing Submission Form

New Loan Submission Form :
Our Goal: To provide a level of service that not only is above and beyond what is expected, but to create an emotion that they will remember forever.
Mortgage Advisor:
LO Email:
Submission Date:
MonthDayYear
DateHourMinutesAM/PM Option
Closing Date:
MonthDayYear
EstimatedHourMinutesAM/PM Option
Borrower Information:
Loan #:
Lender Loan #
Borrower Name
First Last
Email
example@example.com
Phone Number
Area CodePhone Number
Credit Score:
Co Borrower?
Co Borrower
FirstLast
Email
example@example.com
Phone Number
Area CodePhone Number
Credit Score:
Property Address
Street Address
Street Address Line 2
CityState / Province
Postal / Zip Code
Property Information:
Property Type:
Other
Occupancy:
Other
Loan Purpose:
Mortgage Type:
Escrowing?
Taxes and Insurance
Estimated Home Value:
Estimate Per Client
Purchase Price:
Mortgage Info:
Lender Name:
.
Compensation Type?
Loan Amount:
Loan Term:
Other
Earnest $:
Seller Credit $:
Mortgage Rate Quoted:
Underwriting Fee:
Underwriting Fee Charged:
Rate Locked?
Date Locked:
MonthDayYear
Date
Lock Expires:
MonthDayYear
Date
Third Party Vendors
Title Company:
Other
City:
City of Title Company
Home Owners Insurance Company:
Agent:
Phone Number
Area CodePhone Number
H.O. Premium Will Be Paid:
Appraisal Order Type:
Other
Listing Agent:
Company:
Phone Number
Area CodePhone Number
Email
example@example.com
Buyers Agent:
Company:
Phone Number
Area CodePhone Number
Email
example@example.com
Docs Received:
Other
When Should Payoff Be Ordered?
Other
Supporting Docs:
Go Fetch Your Borrowers Documents
Cancelof
Docs Needed:
The story:
Important info on the transaction. Don't be shy!
Record a Voice Message:
Please verify that you are a little crazy but not a robot
Should be Empty:

New Loan Submission Form :