Disclosure Request

At our core, simplifying home loans starts with you, the loan originator! When you take the time to complete a thorough and accurate file setup, you're setting the stage for an absolutely awesome experience for the client and every party involved.

Accuracy is paramount, and your attention to detail on this form is truly appreciated. Please double check all information before submitting. If any part of this form is found to be inaccurate, or if an attestation is given incorrectly, we may ask you to complete and resubmit a brand new form. This helps us ensure everything is perfect for our applicants!

Your First Name *

Your Last Name *

Your Phone *

Your Email *

Arive # *

Borrower's First Name *

Borrower's Last Name *

Loan Originator *

Loan Originator Email *

Who would you like to process your loan? *

Investor (Lender Partner) *

Purchase or refinance *

Lender paid -or- borrower paid *

Compensation Amount (%) *

Is this new construction *

Yes

Attestation of File Readiness

By proceeding, you confirm the diligent completion and accuracy of the following essential items. Your precision here ensures a seamless experience for every applicant:

Loan Registered: The loan has been successfully registered.

Loan Locked and/or Floated: The loan's rate status (locked or floated) has been accurately set.

Purchase Contract Uploaded to ARIVE: The purchase contract is uploaded to ARIVE. (If not executed, a clear notation and reason are provided.)

Transaction Coordinator Intro Email Pasted to Notes: If applicable, the introduction email to the transaction coordinator has been pasted into the loan notes.

Loan Fees Are True and Accurate: All loan fees are precisely entered and verified by clicking "Smart Fees."

Loan Contacts Input into ARIVE Loan Center: All relevant loan contacts have been accurately entered into ARIVE Loan Center; including the Realtors license number

Automated Underwriting System Ran in ARIVE with Satisfactory Findings Obtained: The Automated Underwriting System has been run in ARIVE, and satisfactory findings have been obtained.

Your commitment to these details is what makes our process so efficient and reliable. Thank you for your continued accuracy!

Acknowledged

Ready for Disclosures

Fantastic! To move this file to the disclosure queue, please confirm the following are in place:

Close Date & Fund Date in ARIVE File:Both the anticipated close date and fund date have been accurately entered into the ARIVE file.

Blue Checkmarks Received Across all Sections of ARIVE: All sections within ARIVE display blue checkmarks, indicating completion:

Loan & Property
Borrower Info
Financial Info
Product & Pricing
Review Fees
Dual AUS

Processor has Been Assigned in ARIVE: A processor has been assigned to this loan within ARIVE.

S.A.I.D. NOTE COMPLETED: The Scenario, Assets, Income, and Debts (S.A.I.D.) note has been fully completed for the application.

Acknowledgement