Exceeding Expectations, Inc. Processing Form & Agreement to Pay Processing Fees

Borrower's last name: ___________________ May we contact borrower(s)? ____________

Loan officer: _____________________________ Broker Company: __________________________

Loan Type (circle one)

Loan Amount

Appraised value/estimated value/purchase price (circle one)

LTV / CLTV (combined loan-to-value)

Occupancy type (circle one)

Pr Property type (circle one)

Income Documentation Type (circle one)

Interest Rate quoted or locked

Term (ex. 30 YR, 15 YR, 30 due in 15, HELOC)

Loan Type (ex. fixed, COSI, 2/28, 5/25)

Index _______ margin ______life cap______

Origination Points or fee

Rebate/YSP

Discount to lender (buying down the rate)

Prepayment Years on new loan

Amt of Prepay Penalty (on existing loan, refi only)

New Lender name

Lender’s Program Code (required)

Amount of Cash Out Requested by client (refi only)

IMPOUNDS (circle one)

PURCHASE or REFI 2nd

$_________________________ $_________

$_________________________

________LTV ________CLTV _______% LTV

O/O 2ND HOME RENTAL (INVESTMENT)

SFR CONDO UNITS 2 on 1

FULL STATED INCOME NINA BANK STMTS

__________________________ ___________

__________________________ _____ mo IO ____ term

__________________________ ______________

interest only?________________ margin ________

__________________________ ______________

__________________________

TAXES ONLY / TAXES & INS / NO IMPOUNDS

# months reserves required by 1st lender ________ # months reserve requirement for 2nd lender _____

1st - Rep: _____________ph_______ web address ____________ ID _________ password __________ Max DTI _______

2nd - Rep: _______ph________ web address ____________ ID _________ password __________ Max DTI _______

What to pay off through escrow:

Name of Lender(s) Amount of lien(s) Name of Creditor(s) Amount

__________________________ $____________________ __________________ $________

Want us to schedule appraisal? _______ Appraiser name & #_________________ Want us to open T&E? _______

Rate locked? ______ Exp date: _________ Pick up/e-mail/mail RESPA.

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______________________