T.O. SHEET
Date
Date Format: MM slash DD slash YYYY
Phone
*
Email
Borrower Name
*
First
Last
Co-Borrower Name
First
Last
Address
City
State
Zip
1st Loan Balance
Payment
Rate
Impounds?
Yes
No
2st Loan Balance
2nd Payment
2nd Rate
Est. Property Value
Borrower Income
W2
Self Employed
Retired / Other
Gross Monthly Income ( Borrower)
Co-Borrower Income
W2
Self Employed
Retired / Other
Gross Monthly Income ( Co-Borrower)
Estimated FICO Score (Borrower)
Estimated FICO Score (Co-Borrower)
Goals For The Refinance ( Quick/ Short Summary)
LO Assist
*
Kevin
Justin
Nick Pagnini
Tim
Ron
Michelle
Micheal
David Moreno
TO:
*
Art
Austin
Joe
David Muniz
Chua
Jay
Andy
Brian
Nick W.
Johnny
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