CL Mortgage Processing
Loan Submission Form
Loan Officer Name
First Name
Last Name
Borrower Name
First Name
Last Name
Subject Property
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Credit Score
middle
Loan Amount
Appraised Value/Sales Price
Product and Term
Loan Purpose
Purchase
Cash-Out Refi
Rate/Term Refi
Occupancy
Primary
Second
Investment
Commercial
Other
Property Type
SFR
Condo
TOwnhome
PUD
PUD detached
2-4 Unit
Manufactured
Rural SFR
Is there HOA on Property? If so, please include HOA dues on 1003.
How many mortgages are we paying off?
0
1
2
3
Does borrower have Solar Panels? Purchased or Leased?
Rate
Cost or Lender Credit amount - Add amount to Notes
Lender
Compensation type
Lender Paid
Borrower Paid
Correspondent
If BPC, % or flat fee
Other Fees if applicable
Impounds
Yes
No
Cash Out
Yes
No
Short to Close
Yes
No
Are we waiving underwriting (is fee built into the pricing)
Yes
No
Who is paying for appraisal
Borrower
Broker/LO
Broker/LO Reimbursed
Waived
Add 3rd party processing fee
Yes
No
How much Processing Fee
HERO loan?
Yes
No
Subordination needed?
Yes
No
Is there Solar?
Yes
No
Is there HOA?
Yes
No
HOA Monthly Dues
Has vesting Changed?
Yes - See below in Note section
No
Vested in Trust
Title Company
Escrow Company
If purchase loan, need Escrow contact info to order fees up front.
Has Title/Escrow been opened
Yes
No
Borrower Goals/What's Plan
Notes
Submit
Should be Empty: