New Matter Intake

Lender / Client

Institutional Lender

Matter Number Auto-generates from lender, or YY-NNNN if none

Loan Number

Transaction

Transaction Type *

We Represent

Residence Type

Sale Price

Requested Loan Amount

Interest Rate (%)

Loan Term (years)

Loan Type

Loan Product

Options

CEMA Cash-Out Refinance

Key Dates

Scheduled Closing

Property

Street Address *

Apt/Unit # (Condo)

City *

State

Zip *

County

Property Type

Borrower(s)

Borrower 1

Search Existing Client

Select existing or enter new below

Type *

First Name

Middle Name

Last Name

Phone

Address

City

State

Zip

Seller(s)

First Name

Middle Name

Last Name

— or Entity Name —

Address

City

State

Zip

Lender-Side Contacts

Loan Processor

Name

Phone

Relationship Manager

Name

Phone

Closer

Name

Phone

Title & Attorneys

Title Company

Company / Firm

Name

Phone

Borrower's Attorney

Name

Phone

Seller's Attorney

Company / Firm

Name

Phone

Real Estate Brokers

Buyer Side Broker

Company / Firm

Name

Phone

Seller Side Broker

Company / Firm

Name

Phone

Additional Loan Information

Basic loan info (amount, rate, term) is on the Transaction tab. These fields capture the remaining CD Page 1 data.

Monthly Principal & Interest

MIC # (Mortgage Insurance Case)

Prepayment Penalty

Balloon Payment

Loan Costs

A. Origination Charges

#	Description	Borrower At Closing	Borrower Before Closing	Seller At Closing	Seller Before Closing	Paid by Others
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B. Services Borrower Did Not Shop For

#	Description	Borrower At Closing	Borrower Before Closing	Seller At Closing	Seller Before Closing	Paid by Others
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C. Services Borrower Did Shop For

#	Description	Borrower At Closing	Borrower Before Closing	Seller At Closing	Seller Before Closing	Paid by Others
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Other Costs

E. Taxes and Other Government Fees

#	Description	Borrower At Closing	Borrower Before Closing	Seller At Closing	Seller Before Closing	Paid by Others
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F. Prepaids

#	Description	Borrower At Closing	Borrower Before Closing	Seller At Closing	Seller Before Closing	Paid by Others
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G. Initial Escrow Payment at Closing

#	Description	Borrower At Closing	Borrower Before Closing	Seller At Closing	Seller Before Closing	Paid by Others
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H. Other

#	Description	Borrower At Closing	Borrower Before Closing	Seller At Closing	Seller Before Closing	Paid by Others
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Payoffs and Payments

Payments to others from loan proceeds (refinance payoffs, liens, etc.)

#	To (Payee Description)	Amount
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Calculating Cash to Close

Closing Costs Financed

Down Payment / Funds from Borrower

Deposit

Funds for Borrower

Seller Credits

Adjustments and Other Credits

Common Charges (Condo)

For condo transactions - proration of monthly HOA/maintenance fees

Monthly Common Charge

Proration Period

Adjustment Type

Adjustment Amount Enter calculated proration amount

Prorations & Adjustments

J. Adjustments for Items Paid by Seller in Advance

#	Description	Borrower At Closing	Borrower Before Closing	Seller At Closing	Seller Before Closing	Paid by Others
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K. Adjustments for Items Unpaid by Seller

#	Description	Borrower At Closing	Borrower Before Closing	Seller At Closing	Seller Before Closing	Paid by Others
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Loan Disclosures

Assumption Allowed

Demand Feature

Negative Amortization

Escrow Account

Late Payment

Grace Period (days)

Late Fee (%)

Escrow Details

Escrow Monthly Amount

Non-Escrow Property Costs (annual)

Initial Escrow Payment at Closing

Loan Calculations

These values typically come from the lender's disclosure documents.

Total of Payments

Finance Charge

Amount Financed

APR (%)

TIP (%)

Notes

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