Fillable CD Request Checklist L [ ] Cond Approval

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CD Request Checklist L [ ] Cond Approval

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CD Request Checklist
12/20/2018
L
oan Number _____________________ Borrower(s) _______________________________
Note Date _____________ Est Closing Date _____________
Note Rate _______________ Total Loan Amount _______________ Purchase Amount ___________________
[ ] Cond Approval Status [ ] Resubmittal Status [ ] Approval Status
LOCK
[
] Discount __________ Credit __________ (Anything under 100 is a discount ex: 99.00=1.00% and anything
over 100 is a credit ex: 101.00= (1.00%)
[ ] Escrow Waiver? [ ] Yes [ ] No
[ ] Lock good through Funding
[ ] RETAIL: Final pricing confirmed with Loan Originator and matches the Lock Confirmation
[ ] Validations confirmed with Secondary and UW (Lock and system match: Loan amount, Purchase Price, etc.)
TOOLS / DISCLOSURE TRACKING
[
] Loan Estimate Issued within 3 Days of Lock [ ] Yes [ ] No
[ ] Most Recent Loan Estimate Sent Date_______________________ (Must be 1 day prior to CD issue date)
[ ] Most Recent Loan Estimate Received Date__________________ (Closing must be 4 days after LE received date)
[ ] E-Consent Accepted (If Refinance- Needed for persons with Rescission Rights)
[ ] Intent to Proceed Box Checked
[ ] Estimated Closing Date is correct in system
[ ] Alerts Cleared Regarding Lock and Disclosures
[ ] File contacts to be completed
APPRAISAL
[
] Appraisal Conditions are cleared for Jumbo/Non-CF (Niche)/Closed end Seconds only. Excluding any 1004Ds (if
applicable)
1003/DU
[
] Hazard Mo.__________ [ ] Taxes Mo.__________ [ ] PMI/MMI Mo.__________
[ ] Flood Mo.__________ [ ] HOA Mo.__________
E-FOLDER
[
] PTCD Conditions cleared
[ ] All other invoices for charges being collected at closing have been uploaded
[ ] Credit Invoice
[ ] Appraisal Invoice/Pd Receipt (if available)
[ ] Property: Hazard Insurance with acceptable quote which meets all coverage requirements
[ ] Property: Wind Insurance with acceptable quote which meets all coverage requirements
[ ] Property: Flood Insurance (if applicable) with acceptable quote which meets all coverage requirements
[ ] Property: Tax Roll / Information Sheet
[ ] Title: CD/Settlement Statement/Fee Statement (Estimated)
[ ] Final Locked LE uploaded and labeled as such in description box
[ ] Mortgage Insurance (Copy of updated Quote or Cert. required)
[ ] Properties in NJ: NJ Commitment Form (Requires Appraisal with Underwriter review) Prior to the CD
[ ] Wire Instructions
[ ] Reminder – Verbal VOE and Credit Refresh are within 10 days of closing and applicable to loan
Important! For the Jumbo, Non-Conforming, Niche, Closed End Seconds, Renovation (203K and
HomeStyle) product types all CTC conditions must be cleared before issuing CD.
N
otes:
_______________________________________________________________________________________________
_______________________________________________________________________________________________
________________________________________________________________________________
By selecting the below checkbox, you are certifying that this loan meets the requirements for CD.
[
] Select when ready for CD CD Requested by ______________________________
CD Requested Date/Time ________________________
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CD Request Checklist L Cond Approval

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Completed 3 December 2020

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