Fee Worksheet - Taxes & Insurance

Modified on Tue, 23 Sep at 10:22 AM

Fee Worksheets - Taxes & Insurance

The redesigned Fee Worksheet is now complete, delivering a more polished borrower-facing presentation.



1. Within the Application Review activity, loan Officers can easily generate fee worksheets for their borrowers.



2. There is a 1 or 2-page option, depending on how they wish to best provide the information.



3. With the August release, both worksheets were enhanced to dynamically display prepaid and escrow lines for standard taxes and property insurance.



4. On the single worksheet, additional items are grouped automatically, providing an at-a-glance summary.



5. The 2-page version shows expanded information for each item, offering more detailed insight.

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