Assist Home Loans- Processing Submission Form

1

Mortgage Broker Details* This field is required.Please provide your company name and MLO name.

Company/Brokerage Name

MLO Name

2

3

MLO's Email Provide the MLO's email address.

example@example.com

4

Borrower Name and LOS Loan NumberProvide the borrower's last name and Broker's LOS loan number

Borrower's Last Name

Broker's LOS Loan Number

5

Transaction Type* This field is required.Is this a purchase or refinance?

Purchase

Refinance

6

Subject Property AddressEnter the subject property address

Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Country

7

Property Type?

8

What is the requested closing date?

Date

9

Please list any seller or agent concessions to the buyer:List seller or agent credits to closing costs or temporary buydowns as applicable. If none, enter 0.

10

Attorney Details (No TBD's Accepted)Please provide the attorney details assigned to this loan file as applicable. Leave Buyer Attorney fields blank for refinance transactions. We do not accept submissions using TBD as the contact. The submission will be rejected and you will have to resubmit the file if you use TBD as your Attorney Contact.

Buyer Attorney's Name

Bank Attorney's Name

Buyer Attorney's Phone

Bank Attorney's Phone

Buyer Attorney's Email Address

Bank Attorney's Email Address

11

Closing Agent/Escrow Details (No TBD's Accepted)Please provide your closing/escrow assigned to this loan file. We do not accept submissions using TBD as the contact. The submission will be rejected and you will have to resubmit the file if you use TBD as your closing agent.

Closing Agent Name

Closing Agent Phone

Closing Agent Email Address

Closing/Title Order Status

12

Wholesale Lender* This field is required.

13

Broker Compensation* This field is required.Choose the compensation type and amount

Comp Type

Comp Amount - Ex: 200 bps OR 2.000% OR $5000

14

Lender's Fee in Price?* This field is required.Is the lender underwriting/admin fee included in expected pricing?

YESNO

15

Loan Product or ProgramPlease enter the product being used. Ex: 30 yr fixed homeready

16

Interest Rate?* This field is required.Please enter the expected interest rate

17

Interest Rate Price* This field is required.Enter the expected pricing and indicate a charge or credit to the borrower.

18

Impounds?* This field is required.Does the borrower want prop tax and insurance impounded?

YESNO

19

Is the loan registered with the lender?

YESNO

20

What is the lender's loan #?

21

Lock?

Lock or Float?

Lock Days (leave blank if floating)

22

Appraisal Order PreferencesPlease let us know how to handle the appraisal order.

We are expecting an appraisal waiver - please confirm receipt in AUS findings

Order the Appraisal ASAP using the broker credit card

Order the Appraisal after signed initial disclosure using the borrowers card

The Appraisal is already ordered

Please hold the appraisal until further notice

23

MLO Submission Notes - ** Important **Please provide details regarding the borrower or transaction that will help us provide 5 star service or that could not be communicated in this form!

24

Attestation* This field is required.I attest that the application is complete with two (2) years of employment and residence history, declarations, income and assets used for down and closing. Minimum required borrower documentation is loaded to the file including basic income and assets, credit, and a purchase contract for purchase transactions. I understand that a blank file submission will be rejected and I will have to resubmit the file for processing.