Account Executive Information
WestGen Account Executive:
Loan Officer Email Address:
Loan Officer Phone Number:
Borrower and Co-Borrower Information
Transaction Type: Property Value:
Loan Program:
Loan Amount:
Loan Term:
Interest or
Expected Rate:
Property Type:
LTV%:
Occupancy: CLTV%:
Broker Compensation: Impounds:
Broker Compensation Amount: Other Amount: Pre‐Lock:
Third Party Processing Fee?* Amount:
Fee Buyout:
Settlement Agent:
Settlement Agent
Phone:
Settlement Agent
Email:
Escrow License #: Expected Close Date:
WestGen Loan Submission Requirements:
1.
This form, completed, and signed
2.
A complete FNMA 3.4 file, exported from your loan origination software
3.
An accurate & current fee statement from Title / Escrow, to reflect all fees
1003 Signed by Loan Officer w/ a Completed
Schedule of Real Estate
Borrower’s Authorization Signed and Dated Prior to
Credit Report
2 months Asset Documentation (If Applicable) Purchase Contract (If Applicable)
Income Documentation Preliminary Title Report
Current Rental Agreements (If Applicable)
Mortgage Statements/Tax/Insurance Information for all
REO Properties
Hazard Insurance & Flood Insurance (If Applicable) Credit Report Dated less than 60 Days at Submission
Submission Documentation
COE Date:
(if Purchase)
