REFI Write-Up 1-29-2024 Form updated 1-29-2024 Step 1 of 8 12% Refinance Order & Lender Policy InformationFolder NameOrder NumberEscrow OfficerAndrea BastianBill FeveryearBrian ColemanCandida Sua-FiloCarol YamamotoChanel GoreCharice Allen-HowellChett PerkinsChris SiddowayDavid JohnsonJennifer HyattKevin ChadazPam MillerShalie SwartzShanell Carter-JensenSpring JohnsonStacy PowellTanna MonsonTiffany TrippValerie ButterfieldOTHERSearch Date MM slash DD slash YYYY Searched ByEmail Underwriter First American Old Republic Alliant National Property Type SFR 1-4 PUD CONDO COMMERCIAL Metes & Bounds / Long Legal VACANT Other Order Type Residential Refinance Commercial Refinance Reverse Mortgage 2ND Mortgage Construction loan – New Permanent loan – Completed Construction Other Commitment Eff Date @7:45 AM MM slash DD slash YYYY Lender Policy InfoLENDER POLICY TYPE EAGLE EXPANDED EXTENDED EXPRESS Other Loan AmountAmount (x,xxx,xxx.xx) or TBDLenders PremiumEndorsementsLender Policy Notes Parties SearchedPartyaIndividual or Entity NamePartya DateEffective Date or MM/DD/YY (Notes) Partya Add Yes No PartybIndividual or Entity NamePartyb DateEffective Date or MM/DD/YY (Notes) Partyb Add Yes No PartycPartyc DateEffective Date or MM/DD/YY (Notes) Partyc Add Yes No PartydPartyd DateEffective Date or MM/DD/YY (Notes) Partyd Add Yes No PartyePartye DateEffective Date or MM/DD/YY (Notes) Partye Add Yes No PartyfPartyf DateEffective Date or MM/DD/YY (Notes) Partyf Add Yes No PartygPartyg DateEffective Date or MM/DD/YY (Notes) Partyg Add Yes No PartyhPartyh DateEffective Date or MM/DD/YY (Notes) Partyh Add Yes No PartyiPartyi DateEffective Date or MM/DD/YY (Notes) Partyi Add Yes No PartyjPartyj DateEffective Date or MM/DD/YY (Notes) Partyj Add Yes No PartykPartyk DateEffective Date or MM/DD/YY (Notes) Partyk Add Yes No PartylPartyl DateEffective Date or MM/DD/YY (Notes) Partyl Add Yes No Partym AdditionsAdditional Parties Schedule A – Vesting and Legal DescriptionVesting & Legal Description Documents1Entry #’s Separate with Comma:FEE/EASEMENT1 FEE EASEMENT LEASE Other Additional Document- Vesting & Legal? Yes No Vesting & Legal Description Documents2Entry #’s Separate with Comma:FEE/EASEMENT2 FEE EASEMENT LEASE Other Additional Document- Vesting & Legal2 Yes No Vesting & Legal Description Documents3Entry #’s Separate with Comma:FEE/EASEMENT3 FEE EASEMENT LEASE Other Additional Document- Vesting & Legal3 Yes No Vesting & Legal Description Documents4Entry #’s Separate with Comma:FEE/EASEMENT4 FEE EASEMENT LEASE Other Additional Document- Vesting & Legal4 Yes No Vesting & Legal Description Documents5Entry #’s Separate with Comma:FEE/EASEMENT5 FEE EASEMENT LEASE Other Additional Document- Vesting & Legal5 Yes No Vesting & Legal Description Documents6Entry #’s Separate with Comma:FEE/EASEMENT6 FEE EASEMENT LEASE Other Additional Document- Vesting & Legal6 Yes No Vesting & Legal Description Documents7Entry #’s Separate with Comma:FEE/EASEMENT8 FEE EASEMENT LEASE Other Additional Document- Vesting & Legal7 Yes No Vesting & Legal Description Documents8Entry #’s Separate with Comma:FEE/EASEMENT8 FEE EASEMENT LEASE Other Additional Document- Vesting & Legal8 Yes No Vesting & Legal Description Documents9Entry #’s Separate with Comma:FEE/EASEMENT9 FEE EASEMENT LEASE Other Additional Document- Vesting & Legal9 Yes No Vesting & Legal Description Documents10Entry #’s Separate with Comma:FEE/EASEMENT10 FEE EASEMENT LEASE Other Additional Document- Vesting & Legal10 Yes No Additional Vesting Legal- The restSorry, this must be a big searchProperty Address SectionAddress1 Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State Zip Address Additional1 Yes No Address2 Street Address Address Additional2 Yes No Address3 Street Address Address Additional3 Yes No Address4 Street Address Address Additional4 Yes No Address5 Street Address Address Additional5 Yes No Address6 Street Address Address Additional6 Yes No Address7 Street Address Address Additional7 Yes No Address8 Street Address Address Additional8 Yes No Address9 Street Address Address Additional9 Yes No Address10 Street Address Address Additional10 Yes No Additional Address Notes Schedule B1 – RequirementsRequirement1Code – Document – CustomRequirement1 Additional Yes No Requirement Details2 New Requirement Subparagraph to above Requirement2Code – Document – CustomRequirement2 Additional Yes No Requirement Details3 New Requirement Subparagraph to above Requirement3Code – Document – CustomRequirement3 Additional Yes No Requirement Details4 New Requirement Subparagraph to above Requirement4Code – Document – CustomRequirement4 Additional Yes No Requirement Details5 New Requirement Subparagraph to above Requirement5Code – Document – CustomRequirement5 Additional Yes No Requirement Details6 New Requirement Subparagraph to above Requirement6Code – Document – CustomRequirement6 Additional Yes No Requirement Details7 New Requirement Subparagraph to above Requirement7Code – Document – CustomRequirement7 Additional Yes No Requirement Details8 New Requirement Subparagraph to above Requirement8Code – Document – CustomRequirement8 Additional Yes No Requirement Details9 New Requirement Subparagraph to above Requirement9Code – Document – CustomRequirement9 Additional Yes No Requirement Details10 New Requirement Subparagraph to above Requirement10Code – Document – CustomRequirement10 Additional Yes No Requirement Details11 New Requirement Subparagraph to above Requirement11Code – Document – CustomRequirement11 Additional Yes No Requirement Details12 New Requirement Subparagraph to above Requirement12Code – Document – CustomRequirement12 Additional Yes No Requirement Details13 New Requirement Subparagraph to above Requirement13Code – Document – CustomRequirement13 Additional Yes No Requirement Details14 New Requirement Subparagraph to above Requirement14Code – Document – CustomRequirement14 Additional Yes No Requirement Details15 New Requirement Subparagraph to above Requirement15Code – Document – CustomRequirement15 Additional Yes No Requirement Details16 New Requirement Subparagraph to above Requirement16Code – Document – CustomRequirement16 Additional Yes No Requirement Details17 New Requirement Subparagraph to above Requirement17Code – Document – CustomRequirement17 Additional Yes No Requirement Details18 New Requirement Subparagraph to above Requirement18Code – Document – CustomRequirement18 Additional Yes No Requirement Details19 New Requirement Subparagraph to above Requirement19Code – Document – CustomRequirement19 Additional Yes No Requirement Details20 New Requirement Subparagraph to above Requirement20Code – Document – CustomRequirement20 Additional Yes No Requirement Details21 New Requirement Subparagraph to above Requirement21Code – Document – CustomRequirement21 Additional Yes No Requirement Details22 New Requirement Subparagraph to above Requirement22Code – Document – CustomRequirement22 Additional Yes No Requirement Details23 New Requirement Subparagraph to above Requirement23Code – Document – CustomRequirement23 Additional Yes No Requirement Details24 New Requirement Subparagraph to above Requirement24Code – Document – CustomRequirement24 Additional Yes No Requirement Details25 New Requirement Subparagraph to above Requirement25Code – Document – CustomRequirement25 Additional Yes No Requirement26 AdditionalThe rest go here. That’s a lot of requirements! Schedule B-2 – TaxesTax Parcel Number1Tax Year1Tax Amount1Tax Status1 Paid Sale Due Estimate Other Tax Improvement District1Tax Notes1Prior Parcel #, Greenbelt, Abatement, Circuit Breaker, Land Only, Account Number if different than Parcel#, Tax Additional Parcel1 Yes No Tax Parcel Number2Tax Year2Tax Amount2Tax Status2 Paid Sale Due Estimate Other Tax Improvement District2Tax Notes2Prior Parcel #, Greenbelt, Abatement, Circuit Breaker, Land Only, Account Number if different than Parcel#, Tax Additional Parcel2 Yes No Tax Parcel Number3Tax Year3Tax Amount3Tax Status3 Paid Sale Due Estimate Other Tax Improvement District3Tax Notes3Prior Parcel #, Greenbelt, Abatement, Circuit Breaker, Land Only, Account Number if different than Parcel#, Tax Additional Parcel3 Yes No Tax Parcel Number4Tax Year4Tax Amount4Tax Status4 Paid Sale Due Estimate Other Tax Improvement District4Tax Notes4Prior Parcel #, Greenbelt, Abatement, Circuit Breaker, Land Only, Account Number if different than Parcel#, Tax Additional Parcel4 Yes No Tax Parcel Number5Tax Year5Tax Amount5Tax Status5 Paid Sale Due Estimate Other Tax Improvement District5Tax Notes5Prior Parcel #, Greenbelt, Abatement, Circuit Breaker, Land Only, Account Number if different than Parcel#, Tax Additional Parcel5 Yes No Tax Parcel Number6Tax Year6Tax Amount6Tax Status6 Paid Sale Due Estimate Other Tax Improvement District6Tax Notes6Prior Parcel #, Greenbelt, Abatement, Circuit Breaker, Land Only, Account Number if different than Parcel#, Tax Additional Parcel6 Yes No Tax Parcel Number7Tax Year7Tax Amount7Tax Status7 Paid Sale Due Estimate Other Tax Improvement District7Tax Notes7Prior Parcel #, Greenbelt, Abatement, Circuit Breaker, Land Only, Account Number if different than Parcel#, Tax Additional Parcel7 Yes No Tax Parcel Number8Tax Year8Tax Amount8Tax Status8 Paid Sale Due Estimate Other Tax Improvement District8Tax Notes8Prior Parcel #, Greenbelt, Abatement, Circuit Breaker, Land Only, Account Number if different than Parcel#, Tax Additional Parcel8 Yes No Tax Parcel Number9Tax Year9Tax Amount9Tax Status9 Paid Sale Due Estimate Other Tax Improvement District9Tax Notes9Prior Parcel #, Greenbelt, Abatement, Circuit Breaker, Land Only, Account Number if different than Parcel#, Tax Additional Parcel9 Yes No Tax Parcel Number10Tax Year10Tax Amount10Tax Status10 Paid Sale Due Estimate Other Tax Improvement District10Tax Notes10Prior Parcel #, Greenbelt, Abatement, Circuit Breaker, Land Only, Account Number if different than Parcel#, Tax Additional Parcel10 Yes No Additional Tax InformationThe rest goes here. Isn’t this why the patriots fought the revolution? Schedule B-2 – ExceptionsCCR’s go in the next sectionExceptionaCode – Document – CustomException Nexta Yes No Exceptionb Detail New Exception Subparagraph to above ExceptionbCode – Document – CustomExceptionb Next Yes No Exceptionc Detail New Exception Subparagraph to above ExceptioncCode – Document – CustomExceptionc Next Yes No Exceptiond Detail New Exception Subparagraph to above ExceptiondCode – Document – CustomExceptiond Next Yes No Exceptione Detail New Exception Subparagraph to above ExceptioneCode – Document – CustomExceptione Next Yes No Exceptionf Detail New Exception Subparagraph to above ExceptionfCode – Document – CustomExceptionf Next Yes No Exceptiong Detail New Exception Subparagraph to above ExceptiongCode – Document – CustomExceptiong Next Yes No Exceptionh Detail New Exception Subparagraph to above ExceptionhCode – Document – CustomExceptionh Next Yes No Exceptioni Detail New Exception Subparagraph to above ExceptioniCode – Document – CustomExceptioni Next Yes No Exceptionj Detail New Exception Subparagraph to above ExceptionjCode – Document – CustomExceptionj Next Yes No Exceptionk Detail New Exception Subparagraph to above ExceptionkCode – Document – CustomExceptionk Next Yes No Exceptionl Detail New Exception Subparagraph to above ExceptionlCode – Document – CustomExceptionl Next Yes No Exceptionm Detail New Exception Subparagraph to above ExceptionmCode – Document – CustomExceptionm Next Yes No Exceptionn Detail New Exception Subparagraph to above ExceptionnCode – Document – CustomExceptionn Next Yes No Exceptiono Detail New Exception Subparagraph to above ExceptionoCode – Document – CustomExceptiono Next Yes No Exceptionp Detail New Exception Subparagraph to above ExceptionpCode – Document – CustomExceptionp Next Yes No Exceptionq Detail New Exception Subparagraph to above ExceptionqCode – Document – CustomExceptionq Next Yes No Exceptionr Detail New Exception Subparagraph to above ExceptionrCode – Document – CustomExceptionr Next Yes No Exceptions Detail New Exception Subparagraph to above ExceptionsCode – Document – CustomExceptions Next Yes No Exceptiont Detail New Exception Subparagraph to above ExceptiontCode – Document – CustomExceptiont Next Yes No Exceptionu Detail New Exception Subparagraph to above ExceptionuCode – Document – CustomExceptionu Next Yes No Exceptionv Detail New Exception Subparagraph to above ExceptionvCode – Document – CustomExceptionv Next Yes No Exceptionw Detail New Exception Subparagraph to above ExceptionwCode – Document – CustomExceptionw Next Yes No Exceptionx Detail New Exception Subparagraph to above ExceptionxCode – Document – CustomExceptionx Next Yes No Exceptiony Detail New Exception Subparagraph to above ExceptionyCode – Document – CustomExceptiony Next Yes No Exceptionz Detail New Exception Subparagraph to above ExceptionzCode – Document – CustomExceptionz Next Yes No Exception1a Detail New Exception Subparagraph to above Exception1aCode – Document – CustomException1a Next Yes No Exception1b Detail New Exception Subparagraph to above Exception1bCode – Document – CustomException1b Next Yes No Schedule B-2 – CCR'sCCRa Record DateCCRa Entry No.CCRa BookPageBook/PageCCRa Addition Next Entry No CCRb Record DateCCRb Entry No.CCRb BookPageBook/PageCCRb Details Amend Bylaw Reinvestment Restated Other CCRb NotesCCRb Addition Next Entry No CCRc Record DateCCRc Entry No.CCRc BookPageBook/PageCCRc Details Amend Bylaw Reinvestment Restated Other CCRc NotesCCRc Addition Next Entry No CCRd Record DateCCRd Entry No.CCRd BookPageBook/PageCCRd Details Amend Bylaw Reinvestment Restated Other CCRd NotesCCRd Addition Next Entry No CCRe Record DateCCRe Entry No.CCRe BookPageBook/PageCCRe Details Amend Bylaw Reinvestment Restated Other CCRe NotesCCRe Addition Next Entry No CCRf Record DateCCRf Entry No.CCRf BookPageBook/PageCCRf Details Amend Bylaw Reinvestment Restated Other CCRf NotesCCRf Addition Next Entry No CCRg Record DateCCRg Entry No.CCRg BookPageBook/PageCCRg Details Amend Bylaw Reinvestment Restated Other CCRg NotesCCRg Addition Next Entry No CCRh Record DateCCRh Entry No.CCRh BookPageBook/PageCCRh Details Amend Bylaw Reinvestment Restated Other CCRh NotesCCRh Addition Next Entry No CCRi Record DateCCRi Entry No.CCRi BookPageCCRi Details Amend Bylaw Reinvestment Restated Other CCRi NotesCCRi Addition Next Entry No CCRj Record DateCCRj Entry No.CCRj BookPageCCRj Details Amend Bylaw Reinvestment Restated Other CCRj NotesCCRj Addition Next Entry No CCRk Record DateCCRk Entry No.CCRk BookPageCCRk Details Amend Bylaw Reinvestment Restated Other CCRk NotesCCRk Addition Next Entry No CCRl Record DateCCRl Entry No.CCRl BookPageCCRl Details Amend Bylaw Reinvestment Restated Other CCRl NotesCCRl Addition Next Entry No CCRm Record DateCCRm Entry No.CCRm BookPageCCRm Details Amend Bylaw Reinvestment Restated Other CCRm NotesCCRm Addition Next Entry No CCRn Record DateCCRn Entry No.CCRn BookPageCCRn Details Amend Bylaw Reinvestment Restated Other CCRn NotesCCRn Addition Next Entry No CCRo Record DateCCRo Entry No.CCRo BookPageCCRo Details Amend Bylaw Reinvestment Restated Other CCRo NotesCCRo Addition Next Entry No CCRp Record DateCCRp Entry No.CCRp BookPageCCRp Details Amend Bylaw Reinvestment Restated Other CCRp NotesCCRp Addition Next Entry No CCRq Record DateCCRq Entry No.CCRq BookPageCCRq Details Amend Bylaw Reinvestment Restated Other CCRq NotesCCRq Addition Next Entry No CCRr Record DateCCRr Entry No.CCRr BookPageCCRr Details Amend Bylaw Reinvestment Restated Other CCRr NotesCCRr Addition Next Entry No CCRs Record DateCCRs Entry No.CCRs BookPageCCRs Details Amend Bylaw Reinvestment Restated Other CCRs NotesCCRs Addition Next Entry No CCRt Record DateCCRt Entry No.CCRt BookPageCCRt Details Amend Bylaw Reinvestment Restated Other CCRt NotesCCRt Addition Next Entry No CCRu Record DateCCRu Entry No.CCRu BookPageCCRu Amend Bylaw Reinvest Restated Other CCRu NotesCCRu Addition Next Entry No CCRv Record DateCCRv Entry No.CCRv BookPageCCRv Amend Bylaw Reinvest Restated Other CCRv NotesCCRv Addition Next Entry No CCRw Record DateCCRw Entry No.CCRw BookPageCCRw Amend Bylaw Reinvest Restated Other CCRw NotesCCRw Addition Next Entry No CCRx Record DateCCRx Entry No.CCRx BookPageCCRx Amend Bylaw Reinvest Restated Other CCRx NotesCCRx Addition Next Entry No CCRy Record DateCCRy Entry No.CCRy BookPageCCRy Amend Bylaw Reinvest Restated Other CCRy NotesCCRy Addition Next Entry No CCRy Record DateCCRy Entry No.CCRy BookPageCCRz Amend Bylaw Reinvest Restated Other CCRy NotesCCRy Addition Next Entry No CCRy Record DateCCRy Entry No.CCRy BookPageCCRy Amend Bylaw Reinvest Restated Other CCRy NotesCCRy Addition Next Entry No Schedule C – Chain of TitleChain1 Doc TypeChain1 Record Date MM slash DD slash YYYY Chain1 EntryNoChain1 BookChain1 PageChain1 Additional Yes No Need another entry?Chain2 Doc TypeChain2 Record Date MM slash DD slash YYYY Chain2 EntryNoChain2 BookChain2 PageChain2 Additional Yes No Need another entry?Chain3 Doc TypeChain3 Record Date MM slash DD slash YYYY Chain3 EntryNoChain3 BookChain3 PageChain3 Additional Yes No Need another entry?Chain4 Doc TypeChain4 Record Date MM slash DD slash YYYY Chain4 EntryNoChain4 BookChain4 PageChain4 Additional Yes No Need another entry?Chain5 Doc TypeChain5 Record Date MM slash DD slash YYYY Chain5 EntryNoChain5 BookChain5 PageChain5 Additional Yes No Need another entry?Chain6 Doc TypeChain6 Record Date MM slash DD slash YYYY Chain6 EntryNoChain6 BookChain6 PageChain6 Additional Yes No Need another entry?Chain7 Doc TypeChain7 Record Date MM slash DD slash YYYY Chain7 EntryNoChain7 BookChain7 PageChain7 Additional Yes No Need another entry?Chain8 Doc TypeChain8 Record Date MM slash DD slash YYYY Chain8 EntryNoChain8 BookChain8 PageChain8 Additional Yes No Need another entry?Chain9 Doc TypeChain9 Record Date MM slash DD slash YYYY Chain9 EntryNoChain9 BookChain9 PageChain9 Additional Yes No Need another entry?Chain10 Doc TypeChain10 Record Date MM slash DD slash YYYY Chain10 EntryNoChain10 BookChain10 PageChain10 Additional Yes No Need another entry?Chain Additional Notes Δ
