Mortgage Worksheet

ATR/QM compliant way to track and store Contact information for the Primary and Final Appraiser as well as a Review Appraiser – also captures detailed information regarding dates, appraisal types and all order and reception dates.The mortgage and borrower worksheets 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.