PRICE
Run
Scenario Input LLPA Message
Product*
Note Rate*
Occupancy*
Credit Score*
CLTV*
Loan Amount*
Amortization Term*
Amortization Type*
Document Type*
Bank Statement*
Months Reserves*
DTI*
DSCR*
Purpose*
Cash-out Amount*
Property*
Valuation Type*
State*
Housing History*
Credit Events*
Citizenship*
Employment*
1st Time HB/Inv*
Payment*
Servicing*
Prepay*
Lock Term*
Lock Type
Compensation Type*
Total LLPA
Max Price
Final Price
Pricing Matrix
Final Price
Pricing Matrix
Please click on the Get Price button to get updated pricing matrix values
LOAN ESTIMATOR
Inputs Outputs
$ % Tests APR Pts Fees Results
Discount Points (%) Current Loan(Actual)
Lender Fees($) High Cost(Fed)
Broker Fees($) High Cost(State)
3rd Party Fees($) QM
Other Fees($) HPML
Interest Days($) Loan Type
Click Get Price button to update Loan Estimator
Valuation Type
LOCK
Lock Detail
Broker Name Broker Loan ID
Borrower Name Property Address
Property City State Zip
Comments
Broker Email Acct Exec
Lock Desk Hours: 8:00am - 4:00 pm PST
PREPARE
Disclosure Required
UW Submission Required
UW Submission Recommended
INCOME WORKSHEET
Down Pmt + Closing Costs + Prepaid Fees (Purchase Transaction)
Name of Business Type of Business
Bank Statement Type Bank Name
Last 4 digits (Account No 1) Statement Mos Last 4 digits (Account No 2) Statement Mos
Percentage of Business Owned
Note
BLENDED RATES
1st Lien 2nd Lien Blended
Amount
Rate
LOAN SUBMISSION FORM
Priority
See below for requirements and refer to training deck for timeline
Broker Information
Company Name Loan Officer Name
Company NMLS # Loan Officer NMLS #
Contact Phone Loan Officer Email
3rd Party Processor If Yes, Processor NMLS #
Processor Name Processor Email
Compensation Type Account Executive
Borrower Information
Borrower 1 Name FICO Email
Borrower 2 Name FICO Email
Borrower 3 Name FICO Email
Borrower 4 Name FICO Email
Title Only Borrower FICO Email
Property and Loan Information
Program
Occupancy
Vesting Type
Loan Term
Amortization Type
Loan Purpose
Property Type
Impounds
Payment
Prepay Penalty
Doc Type
Bank Statement Months
Interest Rate
Loan Amount
Loan Amount (Other lien)
Intial Draw Amount (HELOC)
Value / Purchase Price
LTV
CLTV
DTI
DSCR
Estimated Rent (Monthly)
IPS / Buydown
if IPS, Paid for by
Doc Type Income Documentation Requirements
Subject Property Address
City, State, Zip
Required Documentation
Property and Loan Information
Borrower Paid Compensation
Broker's Origination Underwriting Fee 0.00
Credit Report Fee (Invoice Required) Tax Service $0.00
3rd Party Processing Fee (Invoice Required) Flood Cert $0.00
Lender Paid Compensation
Broker's Origination Underwriting Fee 0.00
Credit Report Fee (Invoice Required) Tax Service $0.00
3rd Party Processing Fee (Invoice Required) Flood Cert $0.00
Required Services
Appraisal Fee* (All Loans)
Type in Fee Name Fee Amount
(Invoice Required)
(Invoice Required)
Service Providers Name & Contact Information
Prepaids
Escrow Type Escrow Y/N Annual Amount
Hazard Insurance
County Taxes
Flood Insurance
Other
Notes
Escrows many not be waived if any of the below apply:
HPML loans
HELP

SOLUTIONS
Input
Output

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