BROKER/BANKER SUBMISSION TO LENDER
Broker/Banker Info
Broker/Banker Name
Loan Officer
Contact Name
email
Borrower Info
Name
email
Phone
Coborrower Name
Coborrower email
Contact borrower(s) for conditions?
yes
no
Lender and Program
Lender
Rate
Program
Broker/Banker
Correspondent
Product
Please select...
Conventional Purchase
Conventional Refi
FHA Purchase
FHA Refi
FHA 203k
FHA 203k Streamline
FHA Streamline
VA Purchase
VA Refi
VA IRRRL
USDA Purchase
USDA Streamline
Portfolio Purchase
Portfolio Refi
Other
Compensation
Please select...
Lender Paid
Borrower Paid
Lender Comp Level
Please select...
1.50
1.75
2.00
2.25
2.50
2.75
Other
Lock Status
Floating
Locked
Other
Attorney/Settlement Agent
Phone
email address
PreCD available
yes
no
Homeowners Agent
Phone
Closing Date (Purchase Only)
Appraisal Contact
Appraisal
Broker will order appraisal
Venture Mortgage Processing to order appraisal ASAP
Venture Mortgage Processing to order appraisal once approved
Submission notes:
Submission docs in DROPBOX
yes
Point File(password=1234)
FNMA 3.2 if nonCalyx User
Full Package (send pdf only)
Appraisal (send pdf only)
PreCD (send pdf only)
Fee Sheet (send pdf only)
Other (send pdf only)
Other (send pdf only)
Other (send pdf only)
Other (send pdf only)
Other (send pdf only)
Other (send pdf only)
Lock Sheet (send pdf only)
Attachments
Send fnma 3.2 file if using Encompass or other LOS
Please include fee sheet if sending FNMA 3.2 file
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