Exceeding Expectations, Inc.
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Exceeding Expectations, Inc. |
| Loan officer: | Brokerage company |
| Loan officer fax # () | Broker address |
| PURCHASE or REFI 1st | 2nd |
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1st |
2nd |
| Loan amount 1st $ | 2nd loan amount $ |
| Value $ Appraised value estimated value purchase price | |
| LTV % CLTV % | LTV % (second) |
| Occupancy type Property type: SFR CONDO UNITS 2 on 1 | |
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doc type |
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Income Documentation Type (select one) |
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info for the GFE |
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Interest Rate 1st % quoted locked |
Interest Rate 2nd % quoted locked |
| Term 1st | Term 2nd |
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Loan type 1st |
Loan type 2nd |
| Index margin life cap | Index margin life cap |
| If interest only, how many years? | If 2nd is interest only, how many years? |
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Origination on 1st % |
Origination on 2nd % |
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Other fees you are charging $ select one |
Other fees you are charging $ |
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Rebate/YSP on 1st |
Rebate/YSP on 2nd |
| Discount to lender (buying down the rate) | Discount to lender (buying down the rate) |
| Prepayment on new 1st loan | Prepayment on new 2nd loan |
| Amt of Prepay Penalty (on existing 1st) $ | Amt of Prepay Penalty (on existing 2nd) $ |
| New 1st Lender name | New 2nd Lender name |
| Lender’s Program Code (req'd) | Lender’s Program Code (req'd) |
| Amount of Cash Out Requested by client (cash in hand, refi only)$ | |
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IMPOUNDS TAXES ONLY TAXES & INS NO IMPOUNDS |
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Max DTI % |
Max DTI % |
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Reserves |
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# months reserves req'd by 1st lender |
# months reserves req'd by 2nd lender |
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Lender info - rep & online info |
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1st - Rep name: phone() |
2nd - Rep name: phone() |
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lender's web address www. |
lender's web address www. |
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ID password |
ID password |
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Payoffs |
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What lender(s) to pay off through escrow:
Name of Lender Amount Name of lender Amount $ $ $ liens subordinating, if any |
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What creditor(s) to pay off through escrow: Name of Creditor Amount Name of Creditor Amount $ $ $ $ $ $ |
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Appraisal |
| Want us to schedule appraisal? Appraiser name appraiser ph () |
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Title and Escrow |
| Want us to open escrow? Escrow officer name phone # () |
| Want us to open title? Title officer name phone # () |
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Disclosures |
| Select how you would like your RESPA disclosures sent |
| Comments: |
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Loan officer/assistant or borrower(s) to reimburse EE Inc. for all postage, courier, verification, flood cert & printing fees. Loan officer/borrower responsible for notary & appraisal fees. Funded processed loans to be payable to Exceeding Expectations Inc. Processing fees start at $495. Agent's/assistant's signature |
© 2006 Please contact Exceeding Expectations, Inc. for consent to copy/distribute this form