Here's another one I use to help keep me organized Loan Type ______________ Loan Amount___________ Rate_______ Expires________ Escrows Y/N Borrower Name ____________________ SSN ____________________ Home # ____________________ Co-Borr. Name ____________________ SSN ____________________ Work# _____________________ Home Address___________________________________ When do they want to close? ____________ City, State, Zip__________________________________ Credit Scores _______________ HELOC Y/N Subject Property Address ________________________________________________________________ Loan Number ___________________________ Refinance Application sent _______________ Application returned___________ Loan locked __________________ Pre-Approval sent ____________ Titlework ordered _____________ Titlework rec'd________________ Appraisal ordered ____________ Appraisal rec'd_______________ Appraised Value __________________ Purchase agreement rec'd ___________ Purchase price ____________________ Seller Concession? Y/N Amount ______ Mortgagee clause updated ___________ Declaration page rec'd ___________ Closing scheduled for ____________ Notified borrowers? Y/N Post close letter sent __________ Referral Thank You letter sent _______ Referral gift sent ___________ One month letter prepared _________ Title Company ________________ Phone____________ Address ______________________ Fax______________ Appraiser _________________ Phone______________ Appraisal Type_____________ Fax_____________ Referred by_____________________________________ Address________________________________________ Homeowners Insurance thru_______________________ Phone __________________ Fax____________________ Listing Agent ___________________________________ Phone ________________ Fax _____________________ Buyer's Agent___________________________________ Phone ________________ Fax _____________________ Notes:________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ Conversations:______________________________ __________________________________________ __________________________________________ __________________________________________ __________________________________________ __________________________________________ __________________________________________ __________________________________________ __________________________________________ __________________________________________ __________________________________________ __________________________________________