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Create Condition

Type

Template

Name ( characters left.)

Description ( characters left.)

Due Date

Apply Due Date to all Conditions

Add Conditions from Library

Search Term

Tag

#

Results

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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
4
5
6
7

days.

Next Reminder Sending At:

Continue to send these reminders until

Reminder Time of Day

Change your notification settings

Open notification settings

Done

Add Condition from Engine

Search Term

Tag

#

Results

No conditions to be added from rules.

Summary Email Message

Add Tag

There are no notes yet.

By at

- 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

#

You have not defined any tags.

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:

-
Rejection Reason:

-

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

Changes to the displayed form will NOT be saved or sent to the . Edit Form

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

( /month)

bds

ba

sqft

Property Info

Monthly Cost Breakdown

These calculations are property specific, and use your personal finances to ensure the utmost accuracy.

/Month

Principal & Interest

Purchase Price

Down Payment

Term

Property Taxes

Property Taxes

Home Insurance

Home Insurance

HOA Dues

HOA Dues

List

Huge thanks to the following for providing us with this listing info

Listed By

- MLS#

Source

- MLS#

Additional Property Details

Learn more about this property

There are no notes yet.

By at

Share

Company:

To:

Add Less Info

(quick share)

Add More Info

(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!

LendingPad

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:

First Name

Last Name

Email

Phone (Mobile)

Company Size

Your Role

Already have an account? Sign In

Company Name

Company NMLS#

Current LOS

Your Title

Your NMLS#

Password

Confirm Password

2/2

Welcome to the team! We're excited to have you, and will do everything in our power to help you take your customer partnerships and realtor experience to the next level.

Now, would you like to customize your branding, or just jump right in and start using the system?

App Name

Theme Color

Mobile App Theme Easily customizable in Settings

Company Logo

App Logo (If Different From Company Logo)

App Icon

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