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Client Name
Lead
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What They Told Us
Exact answers from the application form
Contact Information
Full Name
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Email Address
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Phone Number
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Loan Details
"What brings you to Bedrock Mortgage?"
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"Do you already have a property under contract?"
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"Do you need help finding a property there?"
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"When are you planning to close?"
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Property
"Property Address"
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City, State, Zip
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"What type of property is it?"
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"How many units?"
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"Do you plan on living there?"
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Financials
"What's the purchase price?" / "Property value?"
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"How much for a down payment?"
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"Current loan balance?"
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"How much cash do you want to take out?"
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Employment & Income
"How are you employed?"
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"What's your annual income?"
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"Expected monthly rental income?"
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Loan Type (based on answers)
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MLO Notes
Borrower Information
Co-Borrower Information
Loan Information
Subject Property
Current Address
Employment & Income
Monthly Income
Assets
Liabilities
Real Estate Owned
Declarations
Military Service
Demographics (HMDA)
Credit Information
Internal Notes
Loan Pipeline Details
MLO TrackingKey Dates
Operational Details
Profitability
% of loan amount
Document Uploads
Drag & drop files here or browse
PDF, JPG, PNG, DOC up to 10MB eachLoan Estimate Header
Select the form type that matches this loan. This determines which PDF template is used.
Loan Terms
Projected Payments
Costs at Closing (Summary)
Closing Cost Details - Loan Costs
A. Origination Charges
B. Services You Cannot Shop For
C. Services You Can Shop For
Closing Cost Details - Other Costs
E. Taxes and Other Government Fees
F. Prepaids
G. Initial Escrow Payment at Closing
H. Other
Calculating Cash to Close
Adjustable Payment (AP) Table
ARM Loans OnlyAdjustable Interest Rate (AIR) Table
ARM Loans OnlyLender Information
Mortgage Broker Information
If ApplicableComparisons
Other Considerations
Confirm Receipt (Signatures)
Performance Dashboard
Overview of all cases and performance metrics
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Cases Completed
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Cases Pending (Next Quarter)
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Total Loan Volume
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Total Cases
Loan Officer Performance
| Loan Officer | Cases Completed | Cases Pending | Total Cases | Loan Volume | Avg. Loan Size |
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Loan Type Breakdown
| Loan Type | Completed | Pending | Total Cases | Total Volume | % of Quarter |
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Monthly Breakdown
| Month | Completed | Pending | Total Cases | Volume |
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Full Pipeline Overview
| # | Borrower | Loan Type | Loan Amount | MLO | App Date | Lock Date | Disclosure | Submission | Closed | Warehouse | Investor | CC | YSP | Profit | Fees | Net Profit |
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