Ops Team Escrow Request templates
Purchase:
Hello Escrow!
We are inquiring regarding a recently opened purchase transaction!
Buyers Last Name:
Property Address:
Processor Name:
Processor Email:
Loan Officer:
Loan Officer Email:
Please click on this link to visit our secure company website and access the documents noted below. Your authorization code to access these documents is four nines (9).
- Loan Estimate & Initial 1003
If you can please forward the following documentation to us as soon as possible:
Fully executed Purchase Contract - PLEASE ENSURE page 10 of the contract is LEGIBLE and completed and signed with all agent and escrow contact information including license numbers
- Preliminary Title Report
- Settlement Statement reflecting both sides of the tranaction (NOTE: Lender will provide all Loan Estimates & Closing Disclosures)
- Deposit Receipt
- Vesting Amendment if provided by escrow
- Printout showing property tax rate breakdown
- CPL and Wire instructions
- Please verify if you are acting as both the closing agent and title officer or provide the names and contact information of the parties to whom direct inquiries and loan documents should be sent
Loan #:
Please forward the above requested items to:
Email: processing@rwmloans.com
Or
Fax: 858-794-2160
Please feel free to contact me should you have any questions!
Refi:
Hello Escrow!
We are requesting that you open Escrow and Title for the below referenced borrower(s) for this refinance.
Please open title with: Fidelity National Title Company of California, Tom Chapman
Borrower Last:
Address:
Processor:
Email:
Loan Officer:
Loan Officer Email:
Please click on this link to visit our secure company website and access the documents noted below. Your authorization code to access these documents is four nines (9).
- Loan Estimate & Initial 1003
If you can please forward the following documentation to us as soon as possible:
- Preliminary Title Report
- Settlement Statement (NOTE: Lender will provide all Loan Estimates & Closing Disclosures)
- Vesting Amendment (if different from current prelim vesting and provided by escrow)
- Current Property bill status and breakdown
- CPL and wire instructions
- Please verify if you are acting as both the closing agent and title officer or provide the names and contact information of the parties to whom direct inquiries and loan documents should be sent
Loan #:
Please forward the above requested items to:
Email: processing@rwmloans.com
Or
Fax: 858-794-2160