Get Mortgage Call Report Worksheet

Filling out the Mortgage Call Report Worksheet is a vital step for companies submitting their financial data related to residential mortgage activities. This guide offers comprehensive instructions to help users accurately complete the form online with ease and confidence.

Follow the steps to fill out the Mortgage Call Report Worksheet online.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. Begin by completing the company-level information section. This information includes your company’s lines of credit, credit limits, and available credit at period end. Ensure this is filled out accurately as it only needs to be submitted once for all states.
3. Proceed to the servicing activity section. Here, you will provide details about the unpaid balances (UPB) and loan counts for loans serviced nationwide, including those wholly owned, under managed servicing rights (MSRs), and subservicing agreements.
4. Fill in the delinquency status of the loans serviced by entering data related to loans that are less than 30 days delinquent, 30 to 60 days delinquent, and so forth. This data is crucial for evaluating your servicing performance.
5. Complete the state-specific information for each state where your company operates. This includes filling out application data such as applications in process, received, and their outcomes. Accuracy in this section is essential as it reflects your company's state engagements.
6. For closed loan data, report on forward and reverse mortgage types, including the amount and count for each type. Ensure to include all relevant financial metrics and summarized totals as indicated in the worksheet.
7. Lastly, review all the completed sections for accuracy. Make any necessary edits or corrections before proceeding to save, download, or share the completed form online as required.

Start filling out your Mortgage Call Report Worksheet online today to ensure timely and accurate submissions.