REFI Write-Up 1-29-2024 Form updated 1-29-2024 Step 1 of 8 12% Refinance Order & Lender Policy InformationFolder Name Order 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 By Email 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 Amount Amount (x,xxx,xxx.xx) or TBDLenders PremiumEndorsements Lender Policy Notes Parties SearchedPartya Individual or Entity NamePartya Date Effective Date or MM/DD/YY (Notes) Partya Add Yes No Partyb Individual or Entity NamePartyb Date Effective Date or MM/DD/YY (Notes) Partyb Add Yes No Partyc Partyc Date Effective Date or MM/DD/YY (Notes) Partyc Add Yes No Partyd Partyd Date Effective Date or MM/DD/YY (Notes) Partyd Add Yes No Partye Partye Date Effective Date or MM/DD/YY (Notes) Partye Add Yes No Partyf Partyf Date Effective Date or MM/DD/YY (Notes) Partyf Add Yes No Partyg Partyg Date Effective Date or MM/DD/YY (Notes) Partyg Add Yes No Partyh Partyh Date Effective Date or MM/DD/YY (Notes) Partyh Add Yes No Partyi Partyi Date Effective Date or MM/DD/YY (Notes) Partyi Add Yes No Partyj Partyj Date Effective Date or MM/DD/YY (Notes) Partyj Add Yes No Partyk Partyk Date Effective Date or MM/DD/YY (Notes) Partyk Add Yes No Partyl Partyl Date Effective Date or MM/DD/YY (Notes) Partyl Add Yes No Partym AdditionsAdditional Parties Schedule A – Vesting and Legal DescriptionVesting & Legal Description Documents1 Entry #’s Separate with Comma:FEE/EASEMENT1 FEE EASEMENT LEASE Other Additional Document- Vesting & Legal? Yes No Vesting & Legal Description Documents2 Entry #’s Separate with Comma:FEE/EASEMENT2 FEE EASEMENT LEASE Other Additional Document- Vesting & Legal2 Yes No Vesting & Legal Description Documents3 Entry #’s Separate with Comma:FEE/EASEMENT3 FEE EASEMENT LEASE Other Additional Document- Vesting & Legal3 Yes No Vesting & Legal Description Documents4 Entry #’s Separate with Comma:FEE/EASEMENT4 FEE EASEMENT LEASE Other Additional Document- Vesting & Legal4 Yes No Vesting & Legal Description Documents5 Entry #’s Separate with Comma:FEE/EASEMENT5 FEE EASEMENT LEASE Other Additional Document- Vesting & Legal5 Yes No Vesting & Legal Description Documents6 Entry #’s Separate with Comma:FEE/EASEMENT6 FEE EASEMENT LEASE Other Additional Document- Vesting & Legal6 Yes No Vesting & Legal Description Documents7 Entry #’s Separate with Comma:FEE/EASEMENT8 FEE EASEMENT LEASE Other Additional Document- Vesting & Legal7 Yes No Vesting & Legal Description Documents8 Entry #’s Separate with Comma:FEE/EASEMENT8 FEE EASEMENT LEASE Other Additional Document- Vesting & Legal8 Yes No Vesting & Legal Description Documents9 Entry #’s Separate with Comma:FEE/EASEMENT9 FEE EASEMENT LEASE Other Additional Document- Vesting & Legal9 Yes No Vesting & Legal Description Documents10 Entry #’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 Number1 Tax Year1 Tax Amount1Tax Status1 Paid Sale Due Estimate Other Tax Improvement District1 Tax Notes1Prior Parcel #, Greenbelt, Abatement, Circuit Breaker, Land Only, Account Number if different than Parcel#, Tax Additional Parcel1 Yes No Tax Parcel Number2 Tax Year2 Tax Amount2Tax Status2 Paid Sale Due Estimate Other Tax Improvement District2 Tax Notes2Prior Parcel #, Greenbelt, Abatement, Circuit Breaker, Land Only, Account Number if different than Parcel#, Tax Additional Parcel2 Yes No Tax Parcel Number3 Tax Year3 Tax Amount3Tax Status3 Paid Sale Due Estimate Other Tax Improvement District3 Tax Notes3Prior Parcel #, Greenbelt, Abatement, Circuit Breaker, Land Only, Account Number if different than Parcel#, Tax Additional Parcel3 Yes No Tax Parcel Number4 Tax Year4 Tax Amount4Tax Status4 Paid Sale Due Estimate Other Tax Improvement District4 Tax Notes4Prior Parcel #, Greenbelt, Abatement, Circuit Breaker, Land Only, Account Number if different than Parcel#, Tax Additional Parcel4 Yes No Tax Parcel Number5 Tax Year5 Tax Amount5Tax Status5 Paid Sale Due Estimate Other Tax Improvement District5 Tax Notes5Prior Parcel #, Greenbelt, Abatement, Circuit Breaker, Land Only, Account Number if different than Parcel#, Tax Additional Parcel5 Yes No Tax Parcel Number6 Tax Year6 Tax Amount6Tax Status6 Paid Sale Due Estimate Other Tax Improvement District6 Tax Notes6Prior Parcel #, Greenbelt, Abatement, Circuit Breaker, Land Only, Account Number if different than Parcel#, Tax Additional Parcel6 Yes No Tax Parcel Number7 Tax Year7 Tax Amount7Tax Status7 Paid Sale Due Estimate Other Tax Improvement District7 Tax Notes7Prior Parcel #, Greenbelt, Abatement, Circuit Breaker, Land Only, Account Number if different than Parcel#, Tax Additional Parcel7 Yes No Tax Parcel Number8 Tax Year8 Tax Amount8Tax Status8 Paid Sale Due Estimate Other Tax Improvement District8 Tax Notes8Prior Parcel #, Greenbelt, Abatement, Circuit Breaker, Land Only, Account Number if different than Parcel#, Tax Additional Parcel8 Yes No Tax Parcel Number9 Tax Year9 Tax Amount9Tax Status9 Paid Sale Due Estimate Other Tax Improvement District9 Tax Notes9Prior Parcel #, Greenbelt, Abatement, Circuit Breaker, Land Only, Account Number if different than Parcel#, Tax Additional Parcel9 Yes No Tax Parcel Number10 Tax Year10 Tax Amount10Tax Status10 Paid Sale Due Estimate Other Tax Improvement District10 Tax 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 Date CCRa Entry No. CCRa BookPage Book/PageCCRa Addition Next Entry No CCRb Record Date CCRb Entry No. CCRb BookPage Book/PageCCRb Details Amend Bylaw Reinvestment Restated Other CCRb Notes CCRb Addition Next Entry No CCRc Record Date CCRc Entry No. CCRc BookPage Book/PageCCRc Details Amend Bylaw Reinvestment Restated Other CCRc Notes CCRc Addition Next Entry No CCRd Record Date CCRd Entry No. CCRd BookPage Book/PageCCRd Details Amend Bylaw Reinvestment Restated Other CCRd Notes CCRd Addition Next Entry No CCRe Record Date CCRe Entry No. CCRe BookPage Book/PageCCRe Details Amend Bylaw Reinvestment Restated Other CCRe Notes CCRe Addition Next Entry No CCRf Record Date CCRf Entry No. CCRf BookPage Book/PageCCRf Details Amend Bylaw Reinvestment Restated Other CCRf Notes CCRf Addition Next Entry No CCRg Record Date CCRg Entry No. CCRg BookPage Book/PageCCRg Details Amend Bylaw Reinvestment Restated Other CCRg Notes CCRg Addition Next Entry No CCRh Record Date CCRh Entry No. CCRh BookPage Book/PageCCRh Details Amend Bylaw Reinvestment Restated Other CCRh Notes CCRh Addition Next Entry No CCRi Record Date CCRi Entry No. CCRi BookPage CCRi Details Amend Bylaw Reinvestment Restated Other CCRi Notes CCRi Addition Next Entry No CCRj Record Date CCRj Entry No. CCRj BookPage CCRj Details Amend Bylaw Reinvestment Restated Other CCRj Notes CCRj Addition Next Entry No CCRk Record Date CCRk Entry No. CCRk BookPage CCRk Details Amend Bylaw Reinvestment Restated Other CCRk Notes CCRk Addition Next Entry No CCRl Record Date CCRl Entry No. CCRl BookPage CCRl Details Amend Bylaw Reinvestment Restated Other CCRl Notes CCRl Addition Next Entry No CCRm Record Date CCRm Entry No. CCRm BookPage CCRm Details Amend Bylaw Reinvestment Restated Other CCRm Notes CCRm Addition Next Entry No CCRn Record Date CCRn Entry No. CCRn BookPage CCRn Details Amend Bylaw Reinvestment Restated Other CCRn Notes CCRn Addition Next Entry No CCRo Record Date CCRo Entry No. CCRo BookPage CCRo Details Amend Bylaw Reinvestment Restated Other CCRo Notes CCRo Addition Next Entry No CCRp Record Date CCRp Entry No. CCRp BookPage CCRp Details Amend Bylaw Reinvestment Restated Other CCRp Notes CCRp Addition Next Entry No CCRq Record Date CCRq Entry No. CCRq BookPage CCRq Details Amend Bylaw Reinvestment Restated Other CCRq Notes CCRq Addition Next Entry No CCRr Record Date CCRr Entry No. CCRr BookPage CCRr Details Amend Bylaw Reinvestment Restated Other CCRr Notes CCRr Addition Next Entry No CCRs Record Date CCRs Entry No. CCRs BookPage CCRs Details Amend Bylaw Reinvestment Restated Other CCRs Notes CCRs Addition Next Entry No CCRt Record Date CCRt Entry No. CCRt BookPage CCRt Details Amend Bylaw Reinvestment Restated Other CCRt Notes CCRt Addition Next Entry No CCRu Record Date CCRu Entry No. CCRu BookPage CCRu Amend Bylaw Reinvest Restated Other CCRu Notes CCRu Addition Next Entry No CCRv Record Date CCRv Entry No. CCRv BookPage CCRv Amend Bylaw Reinvest Restated Other CCRv Notes CCRv Addition Next Entry No CCRw Record Date CCRw Entry No. CCRw BookPage CCRw Amend Bylaw Reinvest Restated Other CCRw Notes CCRw Addition Next Entry No CCRx Record Date CCRx Entry No. CCRx BookPage CCRx Amend Bylaw Reinvest Restated Other CCRx Notes CCRx Addition Next Entry No CCRy Record Date CCRy Entry No. CCRy BookPage CCRy Amend Bylaw Reinvest Restated Other CCRy Notes CCRy Addition Next Entry No CCRy Record Date CCRy Entry No. CCRy BookPage CCRz Amend Bylaw Reinvest Restated Other CCRy Notes CCRy Addition Next Entry No CCRy Record Date CCRy Entry No. CCRy BookPage CCRy Amend Bylaw Reinvest Restated Other CCRy Notes CCRy Addition Next Entry No Schedule C – Chain of TitleChain1 Doc Type Chain1 Record Date MM slash DD slash YYYY Chain1 EntryNo Chain1 Book Chain1 Page Chain1 Additional Yes No Need another entry?Chain2 Doc Type Chain2 Record Date MM slash DD slash YYYY Chain2 EntryNo Chain2 Book Chain2 Page Chain2 Additional Yes No Need another entry?Chain3 Doc Type Chain3 Record Date MM slash DD slash YYYY Chain3 EntryNo Chain3 Book Chain3 Page Chain3 Additional Yes No Need another entry?Chain4 Doc Type Chain4 Record Date MM slash DD slash YYYY Chain4 EntryNo Chain4 Book Chain4 Page Chain4 Additional Yes No Need another entry?Chain5 Doc Type Chain5 Record Date MM slash DD slash YYYY Chain5 EntryNo Chain5 Book Chain5 Page Chain5 Additional Yes No Need another entry?Chain6 Doc Type Chain6 Record Date MM slash DD slash YYYY Chain6 EntryNo Chain6 Book Chain6 Page Chain6 Additional Yes No Need another entry?Chain7 Doc Type Chain7 Record Date MM slash DD slash YYYY Chain7 EntryNo Chain7 Book Chain7 Page Chain7 Additional Yes No Need another entry?Chain8 Doc Type Chain8 Record Date MM slash DD slash YYYY Chain8 EntryNo Chain8 Book Chain8 Page Chain8 Additional Yes No Need another entry?Chain9 Doc Type Chain9 Record Date MM slash DD slash YYYY Chain9 EntryNo Chain9 Book Chain9 Page Chain9 Additional Yes No Need another entry?Chain10 Doc Type Chain10 Record Date MM slash DD slash YYYY Chain10 EntryNo Chain10 Book Chain10 Page Chain10 Additional Yes No Need another entry?Chain Additional Notes Δ
