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File Cancellation Submission Form
This form is to be completed by the LO, within 3 days of cancellation, unless the file is in the hands of a processor.
Calyx Loan #
Loan Officer Name
Type of File
To Be Purged - (Borrower withdrew or didn't qualify - ONLY for files that was NOT disclosed.)
Date of Borrower Withdrawal or Lender Denial
Lender Name (Put N/A only if the file was not disclosed and move file to the "To Be Purged" Folder in Calyx)
All "Calyx Required Fields" are completed?
Checklist for File Cancellation (Required for Every File)
Notice of Action - ALL required fields completed
Track > Status (Enter Application Date) - MUST be dated within 3 days of date on LE
Track > Status (Enter Cancelled, Withdrawn Date or Denied Date) - MUST have a date entered
If File was DISCLOSED - upload ALL Initial Disclosures w/LE and all other docs obtained for the loan.
If a DENIED Loan - upload Loan Denial Letter into Calyx File
If a Borrower Withdrawal - upload email or communication from borrower of withdrawal request
Have you moved your Calyx File to Cancelled/Withdrawn/Denied Folder or To Be Purged Folder (IF file was NOT disclosed)
A copy of your responses will be emailed to the address you provided.
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This form was created inside of NEXA Mortgage.