- Change Home Mortgage - Steven Wetzel

Create Condition

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Due Date

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Edit Reminders

How it Works

If enabled, your customers will receive email and/or sms messages (depending on your notification settings) giving them a summary of their Conditions current state.

How should we send these reminders?

Send a reminder to my customer every

1
2
3
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7

days.

Next Reminder Sending At:

Continue to send these reminders until

Reminder Time of Day

Change your notification settings

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Done

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Summary Email Message

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- Upload Files

Due:

Files to Upload

Verified Assets

- Download Files

Due:

SSN & Agreements

Entering your SSN is required by AccountChek to start linking your bank accounts.

I agree to the Privacy Policy and eDisclosure Agreement.

I agree to the Authorization to Pull Credit Agreement.

Asset Verification Terms of Service

I agree to the Terms of Service and request that AccountChek® by FormFree® act as an intermediary on my behalf to furnish information to a prospective creditor in order to further my application.

Edit Condition

Due:

Description

Document Signing Template

Documents to be Sent

Due Date

Apply Due Date to all Conditions

Document Options

Require Color Documents

Tags

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Assignment

Assign who can see and interact with this condition.

Trackers

Condition Files

Files uploaded Files signed

Condition Status

Attached Files

Uploaded By:

Uploaded Date:

Files

Accessed By:

Accessed On:

Actions

Rejection Reason

PDF Preview Document Review Document Review

Recipient Response

Answered By:

Condition Notes (Internal)

Rejection Reason:

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Rejection Reason:

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Send Letter?

Please review and adjust your parameters for this letter.

Loan Type

Purchase Price

Down Payment

Rate Adjustment

Interest Rate

Status: Qualified Conditionally Qualified Not Qualified

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The has not uploaded their signature, so this letter will NOT be signed.

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By at

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(quick share)

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(pre-authenticated share - recommended)

Share

What would you like to share?

Which company will you be working with?

Selected Company:

,

,

What type of loan application?

How would you like to send this invitation?

Would you like to send a custom message?
If you are sending an SMS, remember to keep your message short.

Example: Check out this great mobile app to help with the home buying experience!

Add Bank Account

Name Of Bank, S&L, or Credit Union

Address 1

Address 2

County

City

State

Zip

Account Value

Account Type

Add Additional Liability/Debt

Liability Type

Frequency

Amount

Add Additional Income

Income Type

Amount

Add Liability/Debt

Name of Company

Account Type

Account Number

Frequency

Months Left to Pay

Payment

Unpaid Balance

To Be Payed Off Before Closing

Edit Dependents

Add Additional Employment History

Is/Was Self Employed?

Is/Was a family member of/or Employed by a property seller, realtor, or any other to the transaction

Employer Name

Address 1

Address 2

City

State

Zip

Start Date

End Date

Years at this Profession

Months at this Profession

Job Title

Monthly Income

Employer Phone

Add Gift/Grant

Asset Type

Deposited

Source

Cash or Market Value

Add Additional Residence History

Address 1

Address 2

County

City

State

Zip

Ownership Status

Years at this Address

Months at this Address

Add Stock/Bond

Description

Asset Type

Value

Edit Mortgage

Creditor Name

Account Number

Months Left to Pay

Monthly Mortgage Payment

Unpaid Balance

Will be paid off before closing

Type

Remove Mortgage

Add Additional Property

Address 1

Address 2

County

City

State

Zip

Property Value

Property Status

Occupancy

Monthly Insurance, Taxes, Dues, etc.

Monthly Rental Income

Net Rental Income

Add

First Name

Last Name

Email

Phone (Mobile)

Invite

	Method
	None Email SMS Both

Choose File Version

Choose File Version

Select Company

Current Company:

Select User

Current User:

NMLS:

Biography

Apply for a Loan

NMLS Consumer Access

Presented by - NMLS #

-

Presented by - NMLS #

NMLS Consumer Access

-

-

Contact Me

Hello, I'm very happy to hear from you.

Enter your message and tell me a little about yourself, and I will get back to you as soon as I can.

Personal Information:

Message:

Request Mobile App

I am very excited to be able to offer you our new mobile app which is designed to make getting your home loan approved and closed as fast and easy as possible!

I just need some basic information about you and then I will text you instructions to download my mobile app.

Request Mobile App

I am very excited to be able to offer you our new mobile app which is designed to make getting your home loan approved and closed as fast and easy as possible!

If I can get your phone number then I will text you instructions to get my mobile app.

Request Sent!

Your mobile app invitation has been sent! You should receive a text message shortly with instructions.

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