New Client Signup

Specific Lender Facts

Step 3 of 9

Right of Recission

Count Saturdays in Right of Rescission?

Include three-day acknowledgement confirmation box on Right of Rescission form for borrower acknowledgment after the three-day rescission period has passed?

Per Diem Factor

360

365

366

Number of Digits to Round (Per Diem)

High Cost Loan Analysis

Step 4 of 9

High Cost Loan Analysis (HCLA) is available for an additional charge to Clients utilizing Schwartz’s document preparation and fulfillment services, but is not available for Clients utilizing only the attorney review services. Client understands that any use of the HCLA option, with or without execution of a separate Agreement, is subject to the Terms of Use and Services Agreement, Section III herein.

NO – We do not wish to utilize the Brooks Systems’ HCLA option at this time. However, we understand that if we wish to utilize this option on any given transaction, it will be subject to the Terms of Use and Services Agreement, Section III herein.

YES – We wish to utilize the Brooks Systems’ HCLA option. We choose to have the DocsDirect Application export data to Brooks Systems’ HCLA Web Service for an additional charge. We further confirm our understanding and acceptance of the Terms of Use for this option/service as outlined in this Section III.

ALL FILES - Automatically run the HCLA on every loan prepared on DocsDirect.

CLIENT SELECTION ON INDIVIDUAL FILE – We will manually select which individual files to run the HCLA by marking the HCLA Option box on the Fees Page in DocsDirect when closing document request is submitted online to Schwartz/DocsDirect.

Investors

Step 5 of 9

Investors

Bank of America	BB&T
Citimortgage, Inc.	Citizens Bank
Everbank Wholesale	Fifth Third bank
First Nationwide	Firstar Bank

Fulfillment Services

Warehouse Bank Information

Bank Name Address Phone Fax ABA Bank Acct Number Contact Name Fees to be Net Funded

Courier Service (if applicable)
Courier Name Courier Phone Courier Acct#

Important Addresses

Step 6 of 9

Trustee

For states that do not have specific Trustee requirements, please provide the name and address of the person you wish to reference as your Trustee for Deed of Trust states.

Name* Address*

Client General Correspondence

Company Name Address

Client Servicing Address for Transfer of Servicing

Company Name Address Customer Service Toll Free/Collect Call Number

Client Payment Address

Company Name Address

Client's Hazard Mortgagee Clause for Insurance Policy

Always use Investor’s Hazard Mortgagee Clause
Company Name Address

Name

Phone

DocsDirect Logins

Step 8 of 9

Select how you would like to login to DocsDirect

	Users will share a single DocsDirect UserName and password.
	Each user will have their own DocsDirect UserName and Password to access the website.

Please provide any investor specific documentation, product information, shipping documentation that may be necessary in performing the document preparation and/or fulfillment (closing/funding/shipping) services for our mutual clients.

By checking this box, I agree to the terms of use.[ Click here to read ]

Your Name: Your Title:

Sole Proprietorship	Partnership	Corporation
Limited Partnership	Federal Savings Bank	LLC
State Chartered Bank	National Banking Association
Fed Chartered Saving	Federally Chartered S&L
Other Other Details

FHA	Conventional	2nd Lien
Reverse Mortgage	VA	Subprime
Mfg Housing	Rehabilitation	Texas Home Equity
TX Vet Land Board	TX One-Time Closing	TX-Interim Const
Other Other Details:

Company Information

Mortgage Lender Type

Specific Lender Facts

High Cost Loan Analysis

Investors

Investors

Fulfillment Services

Warehouse Bank Information

Important Addresses

Trustee

Client General Correspondence

Client Servicing Address for Transfer of Servicing

Client Payment Address

Client's Hazard Mortgagee Clause for Insurance Policy

Important Contacts

Primary Client Contact

Client Program/Product Contact

Client Compliance Contact

Client Operation/Procedures Contact

Client Owner, Executive or Branch Manager

Other Key Personnel

DocsDirect Logins

Shared Credentials

DocsDirect User #1

DocsDirect User #2

DocsDirect User #3

DocsDirect User #4

DocsDirect User #5

Additional Information