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*
TO:*