C & H Sugar Employees FCU
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C & H SugarActive CU Pipeline
Updated
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UPDATEBy:MO
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LeadsALL
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PIPELINE
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REFERRAL DATEReferral toLoanMember's NameLoanExistingProposedAddress TYPECREDIT SCOREAppraised ValueLoan AmountLTVFirst CONTACTSecond CONTACTThird CONTACT1st Mailer Sent2nd Mailer SentApplication SentApplication ReceivedSTATUS
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CUOfficerProductRateNewPUR/REFI/CO(Estimated)PhonePhonePhone
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FromAssignment(E)/ProposedRate
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Totals$0.00 $0.00 #DIV/0!
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Appraised ValueLoan AmountLTV
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WIP Active
(Credit has been pulled and documentation is being collected)
30-60 Day Closings
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REFERRAL DATEReferral toLoanNAMELoanInterest RateProposedAddress TYPECREDIT SCOREAppraised ValueLoan AmountLTVLoan SubmittedLoan ApprovedLoan DocsDOCS SIGNEDCLOSING DATESTATUS
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CUOfficerProductNewPUR/REFI/CO(Estimated)To UW
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FromAssignmentNEWRate
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Totals$0.00 $0.00 #DIV/0!
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IN ESCROW
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REFERRAL DATEReferral toLoanNAMELoanInterest RateProposedAddress TYPECREDIT SCOREAppraised ValueLoan AmountLTVLoan SubmittedLoan ApprovedLoan DocsDOCS SIGNEDCLOSING DATESTATUS
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CUOfficerProductNewPUR/REFI/CO(Estimated)To UW
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FromAssignmentNEWRate
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Totals $ - $ - #DIV/0! Ave LTV
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FUNDED
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REFERRAL DATELoanNAMELN PRODUCTInterest RateProposedAddress TYPECREDIT SCOREAppraised ValueLoan AmountLTVLoan SubmittedLoan ApprovedLoan DocsDOCS SIGNEDCLOSING DATEClosed# of Days to CloseSTATUS
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Referral to CUOfficerFHA/CONV/VA/ HYBRIDNewPUR/REFI/CO(Estimated)To UW
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FromAssignmentNEWRate
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$ - $ - #DIV/0!
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$ - $ - #DIV/0!
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$ - $ - #DIV/0!
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$ - $ - #DIV/0!
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$ - $ - #DIV/0!
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Totals $ - $ - #DIV/0! Ave LTV
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Declined
On Hold
Cancelled
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REFERRAL DATEReferral toLoanNAMELN PRODUCTInterest RateProposedAddress TYPECREDIT SCOREAppraised ValueLoan AmountLTVAPP LAST CONTACT DATENEXT FOLLOW-UP DATEDECLINE CANCEL HOLD CONDITIONS# of Days until Cancel STATUS
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CUOfficerFHA/CONV/VA/ HYBRIDNewPUR/REFI/CO(Estimated)
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FromAssignmentOriginalRate
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7/7/2016C&H CUTBCharles DallorPurchaseTBDTBDPurchase591 TBD TBD 7/7/20167/12/20167/18/2016
VA Loan Application taken email need list. Member has no money for costing cost, he will save around 5,000 and contact me
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6/29/2016C&H CUTBAndrea SeydelPurchase4.251104 Courtland Ct. Fairfield CaPurchase772 $ 350,000.00 $ 339,500.00 97.007/5/20167/8/20167/12/2016Working on Pre-Approval, took appli, emailed need list 7/8/2016 - pre-approval letter sent on 7/12/2016
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9/13/2016C&H CUTBDavid WilsonConventional4.3754.375509 Sonoma Ave, Rodeo, Ca 94572Refinance CO654$350,000.00 255,00073TBDTBDTBDTBDTBDgoing to do HELOC instead  9/14/2016 pre-approval for refi members will fax income docs today or tomorrow
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9/8/2016C&H CUTBFlavio PradoConventional4.54.125
1899 Blowers Drive, Woodland, Ca. 95776
Refinance CO707$400,000.00 $315,000.00 78TBDTBDTBDTBDTBD10/14/2016 sch to fund in OCT /
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12/7/2016KymToniDennis ManzanoConv4tbd268 Temple Way, Vallejo, Ca. 94591Refi tbd tbd tbd12/7/201612/8/201612/9/2016
12/11/16 Member sent me a copy of his mortgage statement and I will run numbers, wants to C/O 20K and comb.1st and 2nd
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