Hello E-Closing users! Uploaded here you will find a handy cheat sheet to more exactly explain the various sets of contact information on page 5 of the Closing Disclosure. This document will provide a thorough overview of what information pulls to that section, and how to properly enter that information into the system. Cheers!
The contact information that pulls over to the Closing Disclosure comes from the Rolodex entry selection in the file.
The top portion (in red, items 1, 3, 5, 7, and 9) are based off the COMPANY’s Name, Address, NMLS ID, (state) License ID entered in the Rolodex.
The bottom portion (in orange, items 2, 4, 6, 8, and 10) are based off the CONTACT’s Name, NMLS ID, Contact (state) License ID, Email, and Phone entered in the Rolodex under said Company.
So, for example, if you have a phone number entered in the Company section of the Rolodex, but not under the Contact section, then a phone number will not pull.
Below describes where from the Rolodex the Contact Information pulls from:
- Lender in COMPANY section
To select in file: Maintain File > Lender Information > Lender - Lender > Loan Originator in CONTACT section
To select in file: Maintain File > Lender Information > Lender CD Contact - Mortgage Broker in COMPANY section
To select in file: Maintain File > Lender Information > Broker - Mortgage Broker > Loan Originator or Loan Processor in CONTACT section
To select in file: Maintain File > Lender Information > Broker CD Contact - Real Estate Broker in COMPANY section
To select in file: Maintain File > Financial Information > Selling Broker Name - Real Estate Broker > Real Estate Agent in CONTACT section
To select in file: Maintain File > Financial Information > Agent (under Selling Broker Name) - Real Estate Broker in COMPANY section
To select in file: Maintain File > Financial Information > Listing Broker Name
- Real Estate Broker > Real Estate Agent in CONTACT section
To select in file: Maintain File > Financial Information > Agent (under Listing Broker Name) - This Company in COMPANY section
NOTE: if multiple offices are entered in the system then instead go to the Settlement Agency portion of the Rolodex. If you have multiple offices, then to select the correct one go within the file to Maintain File > Miscellaneous Change > Settlement Agency - This Company (or Settlement Agency if multiple offices are entered) in CONTACT section
To select in file: Maintain File > Miscellaneous Change > Closer