Purchased Loan Screen

Forms & Docs > Purchased Loan

The Purchased Loan screen is used to enter information on the purchase of a correspondent funded loan.  

 

The borrower name, loan number and interest rate will populate from Forms & Docs > 1003 > Terms and Borrower tabs.  

 

Date File Received

Date the file is received for review

Seller Loan Number

Correspondent loan number

# Payments Remaining

Amount of payments remaining on the loan

Purchased UPB

UPB (Unpaid Principal Balance) that is being purchased from the correspondent. 

Tip: If there is a figure entered in the Purchased UPB field, this will be the amount used in the funding breakdown and net loan disbursement in Forms & Docs > Funding screen. If there is not a figure in this field, the funding breakdown will use Forms & Docs > Funding > Base Loan Amount.

Lender Purchase Date

Date the lender purchased the loan from the correspondent

First Payment Due Lender

Date the first payment from the borrower is due

 

Loan Notes will direct to the Loan Notes section of the LOS to input any additional information. 

 

Save/Close will save the input information and return to the Loan Dashboard. 

 

Cancel will return to the Loan Dashboard without saving the input information.