A Caps Calculator & Verbage Helper (version 4.0)
What to know how to use this crazy thing, just email me at MarcusPerez@BankOfAmerica.com
Calender
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HSS Verbage Helper
Customize - Name: Ext: |
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ARQ Screen
MARCUS PEREZ, HOME SERVICE SPECIALIST
1-800-200-1190 EXT. 43858 FAX: 1-800-200-1197
MARCUS PEREZ, HOME SERVICE SPECIALIST
1-800-200-1190 EXT. 43858 FAX: 1-800-200-1197 MARCUS.PEREZ@BANKOFAMERICA.COM |
Linx Deed Request
Marcus.Perez@BankOfAmerica.com , Please Email To
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1st Mortgage Statement Verification [ ] APPLICANT(S) VERIFIED______________________________________ [ ] ADDRESS VERIFIED___________________________________________ [ ] / / STATEMENT AS OF DATE____________________________ [ ] $ , .00 PRINCIPLE BALANCE______________________________ [ ] $ , .00 PAYMENT (PRINCIPLE AND INTEREST [ ]AND ESCROW)_ LENDER: __________________________________PHONE#: - - __ ACCOUNT#: _____________________________________________________ _______________________________________________________________ Flood Verification REPLACEMENT COST REVIEW (FROM HOMEOWNERS OR [ ]APRSL)__________ [ ] $ , REPLACEMENT COST (IF CONDO, # OF UNITS [ ])______ [ ] / / POLICY EXPIRES (ISSUE DATE / / )__________ [ ] PROPERTY ADDRESS VERIFIED__________________________________ [ ] APPLICANT(S) VERIFIED______________________________________ AGENT AND COMPANY: ____________________________________________ PHONE: - - ____________________________________________ _______________________________________________________________ FLOOD COVERAGE REVIEW _________________________________________ [ ] $ , FLOOD COVEREAGE (IF CONDO, # OF UNITS [ ])_______ [ ] / / POLICY EXPIRES (ISSUE DATE / / )__________ [ ] PROPERTY ADDRESS VERIFIED__________________________________ [ ] APPLICANT(S) VERIFIED______________________________________ [ ] LENDERS LOSS PAYEE ENDORSEMENT | BANK OF AMERICA N.A._ AGENT AND COMPANY: | P.O. BOX 792387______ PHONE: - - | SAN ANTONIO, TX 78279 |
Certification of Trust Verification TRUSTEES:___________________________________________ ______________________________________________________ NAME OF TRUST:_________________(, TRUSTEE(S) OF THE) ______________________________________________________ DATED / / ______________________________________ [ ]REVOCABLE or [ ]IRREVOCABLE________________________ AMMENDMENTS:__________________________________________ ______________________________________________________
, TRUSTEE(S) OF THE
, SURVIVING TRUSTEE OF THE
Adding Additional Applicant [ ] WENT OVER POTENTIAL PITFALLS OF ADDING APPLICANT__ FULL LEGAL NAME: _____________________________________ DOB: / / SOC: - - ______________________ EMPLOYER: ____________________________________________ JOB TITLE: ___________________________________________ YEARS AT JOB: YEARS IN FIELD: __________________ ANNUAL INCOME FROM JOB: $ , _____________________ OTHER ANNUAL INCOME: $ , SOURCE: ______________ Doc Draw Borrower/Titleholder/Ack. Instructions | BORROWER(S) | TITLEHOLDER(S) | MARITAL ACK. | | | | | | | | | | | | | ___________________________________________________________________ ___________________________________________________________________ |
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Titleholder Verbage and Doc Draw Instructions
TO SIGN THE DEED OF TRUST AND RIGHT TO CANCEL ONLY
TO SIGN THE MARITAL ACKNOLEDGEMENT ONLY
TO SIGN ALL DOCUMENTS EXCEPT THE DEED OF TRUST AND RIGHT TO CANCEL
TO SIGN THE MARITAL ACKNOLEDGEMENT AND ALL DOCUMENTS EXCEPT THE DEED OF TRUST AND RIGHT TO CANCEL
Title - LPI
SEE SCHEDULE "A" ATTACHED HERETO AND MADE A PART HEREOF:
SEE EXHIBIT "A" ATTACHED HERETO AND MADE A PART HEREOF:
Misc.
ROLLOVER PRODUCT - ANY/ALL FEES WAIVED
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Vesting Verbage
, AN UNMARRIED PERSON
, A MARRIED PERSON
, WHO ARE MARRIED TO EACH OTHER
, TRUSTEES OF THE
, SURVIVING TRUSTEE OF THE
Tramsmittal
PLEASE CONTACT CL1ENT FOR SIGNING APPOINTMENT
Signed and Notarized Trust Certification
Doc Draw Instructions
** FILE IS LPI ELIGIBLE **
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Thank you Brad for telling me this could sure use a reset buton
Thank you Jeff for pointing out flaws in the guidline calculations when the new pricing came out
Thank you Denise for showing me where to find the team reports
Thank you Rosario for helping make the verbage more accurate and helpful
Thank you Brian for letting me know that the payment calculator does not like commas
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