Loan Fee Sheet Builder

Loan officer & company

Company

Loan officer

NMLS #

Phone

Email

Borrower & property

Borrower(s)

Property address

File number

Occupancy

Property type

Prepared on

Est. closing date

Loan

Purpose

Program

Purchase price ($)

Down payment ($ / %)

Base loan amount ($)

Current loan payoff ($)

Interest rate (%)

APR (%)

Term

PMI rate (% / yr)

VA funding fee

Credits & deposits

Seller credit ($)

Earnest money ($)

The lender credit is a line in section A. Earnest money shows on the sheet only when it isn't zero.

AOrigination charges

Enter the lender credit as a positive number. It is subtracted. Use % for points on the total loan amount.

BServices borrower cannot shop

CServices borrower can shop for

ETaxes & government fees

FPrepaids & escrow

Property tax ($ / yr)

Hazard ins. ($ / yr)

Hazard ins. prepaid (mo.)

Prepaid interest days

Tax reserves (mo.)

Hazard reserves (mo.)

HOA dues ($ / mo)

Waive escrow account (no initial escrow deposit, section G)

Leave prepaid interest days blank to count from the closing date through the end of that month.

HOther

Saved scenarios

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Scenario name

Loan Fee Sheet Builder

The deal

Sections on the sheet

Scenarios