Borrower Worksheet

The Origination Worksheet page 1 and page 2 were designed to work together but if you chose, can work independently. Page 1 combines nearly all the fields that collect information about the borrowers that are places elsewhere on a variety of Encompass screens. Page 2 combines nearly all the fields that collect information about the subject property and loan. Companies that use these 2 forms typically do not continue to rely on the 1003, GFE and the TIL/Reg-Z, reducing the number of forms that must otherwise be visited while providing much more control over the information. These forms have also been reported to streamline data collection.