Closing Disclosure Request Form
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1Closing Disclosure Request Form
Date: _________________
Broker Information
Company Name: __________________________________________________________________________________
Loan Officer: _______________________________________________ Phone: ___________________ x_________
Loan Officer E-Mail Address: ________________________________________________________________________
Borrower Information
Borrower Last Name: _______________________________________
Loan Number: _________________________
Borrower E-mail Address: ___________________________________________________________________________
Required Items
YES
NO
If the answer to any of the below questions is NO, the loan is not ready for a Closing Disclosure
IS YOUR LOAN LOCKED AND GOOD THROUGH FUNDING PLUS 1 DAY ON A REFINANCE, 2 DAYS ON A PURCHASE?
Conditional Approval has been issued and expiration date good through the lock date?
Fully completed draft CD from title company to include ALL applicable fees / pro-rations / transfer tax /
tax certs to the transaction?
Loan Payoffs are in and good through the estimated closing date / purchase Close of Escrow date?
Home Owners Insurance is confirmed from a valid source, with proof of payment or amount due?
Appraisal, Income, Assets, Final Inspection, and MI have been cleared by Underwriter?
Fees
FEE
AMOUNT
FEE
AMOUNT
Wholesale Only
Appraisal Fee / Final
$
POC
Lender Paid Compensation
%
Credit Report Fee
$
POC
Borrower Paid Compensation
$
Processing Fee
$
POC
Or
%
HOI / Flood Insurance
$
POC
Credit for Rate Chosen
$
Pest Inspection
$
POC
Or
%
Condo Questionnaire
$
POC
Discount Points, if required
$
Home Survey
$
POC
Or
%
Tax Service Fee (Conv only)
$
POC
95.00
Commitment Fee to APMC
Flood Certification
$
POC
10.00
$
($895 or $0 for No Fee Comp Plans)
Other:
$
POC
Retail Only
Other:
$
POC
Commitment Fee
$
Other:
$
POC
1,095.00
Discount Points, if required
$
Waive Escrows?
Yes
th
Lender Credit Given
$
Interest Credit (Up to 5
of Month)
Yes
Title Information
Title Company: _________________________________________ Closing Date: ______________ Time: __________
Contact: __________________________________ Phone: ______________________ Fax: _____________________
E-mail Address:____________________________________________________________________________________
Once this form is completed, please e-mail it to your processor.
•
Closings must be scheduled at a minimum of 48 hours from Clear to Close.
•
To be able to send a CD out, all conditions must be cleared by Noon the day before the CD can go out.
•
Three day CD review period after borrower acknowledgement is received, per TRID guidelines still applies. So
calculate this time into when the CD is acknowledged and the scheduling of the actual closing.
Your Name:
________________________________________________________
Your Signature:
____________________________________________________
Digitally sign or print/sign/scan
302 Fellowship Road, Suite 110, Mt. Laurel, NJ 08054 – 856-924-2000
Rev. 6/14/16
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