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Loan Processing Submission Form
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* Indicates required question
LO Email
*
Your answer
Loan Officer Name
*
Your answer
Required
*
Wholesale Loan
Correspondent Loan
Lender (Where is this loan going??)
*
Your answer
Closing Date
*
MM
/
DD
/
YYYY
Closing Type
*
Ink/In Person or with a Mobile Notary
Hybrid Closing
Virtual Closing
If your lender is UWM, do you want to use BOLT??
*
NA- Lender is NOT UWM
Yes- Processing fee will be $1050 plus applicable rush and up charges.
No, I do not want to use BOLT.
If your lender is UWM do you want Loan Shield?
*
NA- Lender is NOT UWM
YES
NO - I do not want to use Loan Shield
Loan Purpose
*
Purchase
Refinance CASH OUT
Refinance RATE TERM
VA IRRRL or FHA Streamline
Loan Amount
*
Your answer
Middle Credit Score
*
Your answer
Credit Report Fee
*
Borrower Paid Outside of Closing
LO Paid. Reimburse from the borrower
LO Paid. Do not charge borrower or disclose
Loan Type
*
Conventional
FHA
VA
USDA
NON QM
DPA or 1st/2nd lien combo
HELOC
Compensation Type
*
Lender Paid
Borrower Paid
Borrower Paid Comp Amount (type NA if Lender Paid)
*
Your answer
Interest rate to be disclosed
*
Your answer
Rate Credit or Discount Points to be disclosed
*
Your answer
Waive UW fee
*
YES
No
Waive Escrows
*
YES
No
Borrower Name
*
Your answer
Non Borrowing Spouse added to title
If none, put NA
If yes, list name, address, and email address
*
Your answer
Property Address
*
Your answer
Processor Requested (first available is acceptable as well if you do not have a dedicated processor. This CANNOT be left blank)
*
Your answer
Has loan been registered or disclosed with the lender? **Processor will reach out to you for the 3.4 file
*
NO- Please register and disclose
Loan is Registered but not disclosed
Loan is registered AND disclosed
Any notes for Processing or UW
*
Your answer
Title contact info. Must have name, phone, email address (Must have ALL title info here to have a correct submission form)
*
Your answer
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