Wholesale Closing Disclosure Request Form Revised: 07/2020

Final CD and Closing Docs Request Form

Submitting Broker

Broker Company: Processor Name:

Broker Contact Name: Processor Email:

Broker Phone #:

LO Name:

LO Email:

Applicant Information Co-Applicant Information

First Name: First Name:

Last Name: Last Name:

Loan Information

Vesting (List all individuals that will be on title) Other

Name: Social Security #: Requested Closing Date:

First Payment Date:

Email:

Name: Social Security #: Email:

Final Vesting to Read as:

Doc Order Information

Broker Fees Impounds

Lender Paid (Comp. Amt): $

Borrower Paid (Orgin. Amt): $

Discount Fee % $ Appraisal Fee $ Paid by Broker? Y N Paid by Borrower? Y N Reimburse? Y N Credit Report $ Paid by Broker? Y N Paid by Borrower? Y N Reimburse? Y N Processing Fee $ Underwriting Fee $ Financial Inspection Fee (if applicable) $ Other $

Yes No

HOI Premium $ HOI Due Date HOI Paid? Yes No Tax Amount $

Taxes are paid: Annual Semi-Annual Quarterly

Next Installment Due Date:

Wholesale Closing Disclosure Request Form Revised: 07/2020

Important Contacts

Settlement Agent Escrow

Company:

Address:

NMLS ID:

License #:

Contact:

Contact NMLS ID:

Contact License ID:

Email:

Phone:

Company:

Address:

NMLS ID:

License #:

Contact:

Contact NMLS ID:

Contact License ID:

Email:

Phone:

Real Estate Broker (Buyer) Real Estate Broker (Seller)

Company:

Address:

NMLS ID:

License #:

Contact:

Contact NMLS ID:

Contact License ID:

Email:

Phone:

Company:

Address:

NMLS ID:

License #:

Contact:

Contact NMLS ID:

Contact License ID:

Email:

Phone:

Checklist (Required) Acknowledgement

Complete Vesting Hazard Insurance 3rd Party Invoices

Contact License Information for All Parties Title’s Preliminary Fee Sheet

Name ___________________________________

Signature ________________________________

Today’s Date _____________________________