Final CD and Closing Docs Request Form
Submitting Broker Information
Broker Company:
Broker Contact Name: Broker Contact Phone Number:
Processor Name: Processor Email:
LO Name: LO Email:
Applicant Information
Co-Applicant Information
First Name: First Name:
Last Name: Last Name:
Loan Information
Vesting (List all individuals that will be on title)
Name:
Social Security #:
Email:
Name:
Social Security #:
Email:
Final Vesting to Read as:
Other
Requested Closing Date: First Payment Date:
Doc Order Information
Broker Fees
Impounds
Lender Paid (Comp. Amt): $
Impounds?
Borrower Paid (Orgin. Amt): $
Discount Fee:
% $
HOI Premium: $
Appraisal Fee: $ Credit Report: $ HOI Due Date:
Paid by Broker? Paid by Broker? HOI Paid:
Paid by Borrower?
Paid by Borrower? Taxes are Paid:
Reimburse?
Reimburse?
Processing Fee: Underwriting Fee:
Financial Inspection Fee (if applicable): $
Other: $
Next Installment Due Date:
Yes
No
Annually
Semi-Annually
Quarterly
Select:
Select:
Select:
Select:
Select:
Select:
Select:
Important Contacts
Title Company / Settlement Agent
Escrow
Company: Company:
Address: Address:
NMLS ID: NMLS ID:
License #: License #:
Contact: Contact:
Contact NMLS ID: Contact NMLS ID:
Contact License ID: Contact License ID:
Email: Email:
Phone Number: Phone Number:
Real Estate Broker (Buyer)
Real Estate Broker (Seller)
Company: Company:
Address: Address:
NMLS ID: NMLS ID:
License #: License #:
Contact: Contact:
Contact NMLS ID: Contact NMLS ID:
Contact License ID: Contact License ID:
Email: Email:
Phone Number: Phone Number:
Checklist (Required)
Complete Vesting
Hazard Insurance
3
rd
Party Invoices
Contact License Information for All Parties
Title’s Preliminary Fee Sheet
Acknowledgement:
Name
Signature
Date
click to sign
signature
click to edit