Additional Tab for Account Executives

The Appraisal Information and Project Detail section displays information about the property appraisal, such as the appraisal company, appraisal date, and the rental value for each unit.

The Flood Certificate Detail section is used to display information about the property's flood certificate, such as the certificate number, company that provided the flood certificate, and the contract type.

The General Tracking section displays general information that can be used to track the loan, such as the associated campaign, origination type, and number of days of interest.

The Government Data section displays information related to government initiatives that are applicable to the loan, such as the refinance type, whether the home is energy efficient, and income details for the borrower and the borrower's spouse.

The Hazard Insurance Detail section displays details about the property's hazard insurance, such as the policy number, coverage amount, and paid through date.

The High Cost And Qualified Mortgage Detail section displays information about mortgage qualifications for the loan, such as the associated exemption program, the GSE type, and the pre-discounted rate.

The HMDA section displays information regarding the Home Mortgage Disclosure Act (HMDA) applicable to the loan, such as the pre-approval type, action date, and the purpose of the loan.

The Mortgage Insurance Detail section displays information about the property's mortgage insurance, such as the duration, the premium payment type, and the scheduled amortization date.

The Prior Liens section displays details about prior liens on the loan, such as the lender name, term, and interest rate.

Note: This section displays based on the status of the loan or the type of loan.

The Real Estate Agents section displays information about the buying and selling real estate agents involved in the loan, such as the email addresses, addresses, and point of contacts for each real estate company.

Note: This section displays based on the status of the loan or the type of loan.

To modify information about the buying or selling real estate party, click the corresponding Manage button. On the window that displays, modify the entries in each field on the General Information tab and the Additional Information tab as needed, and then click the Save Changes button at the top of the window.

The Sellers section displays information about the selling party involved in the loan, such as the name of the seller, the seller's phone number, and the seller's address.

Note: This section displays based on the status of the loan or the type of loan.

Click the seller's phone number to call the number using your default voice program, or click the  (Call with Dialpad) icon to call the number using Dialpad. You can also click the seller's address to display the location using Google Maps in a separate browser tab.

The Underwriting section displays information related to the underwriting process for the loan, such as the AUS type, reserve amount, and sales concession amount.