Get A Z Worksheet

Filling out the A Z Worksheet online is a crucial step in determining a borrower's tangible net benefit related to a new loan. This guide provides comprehensive, step-by-step instructions to help users complete the form efficiently and accurately.

Follow the steps to complete the A Z Worksheet online.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. Begin by entering the legal name of the lender or investor originating the new loan in the designated field. Ensure that this name matches the documentation.
3. Fill out the loan originator or processor's information as required, including their title and contact details.
4. Provide the title company information along with the escrow officer's details in the appropriate sections.
5. List all borrowers involved in the loan. Ensure you accurately input their names as they appear on official documents.
6. Detail the property address, including city, state, and ZIP code, to specify the location tied to the loan.
7. In the loan information section, specify details about the proposed new loan, including the loan date, amount balance, loan number, and term. Fill out whether a prepayment penalty applies.
8. Record the payment amount (principal and interest) and interest rate, ensuring accuracy.
9. Indicate the lock expiration date and ensure that you check the type of loan being applied for, whether it is fixed rate, adjustable rate, balloon, interest-only, or payment option products.
10. Outline the costs associated with the new loan, such as points and fees, ensuring all calculations are clear and precise.
11. In the signatures section, ensure that all preparers, lenders, and borrowers sign and date where indicated to validate the form.
12. Once the form is completely filled out, make sure to save your changes. Users can then download, print, or share the completed form as necessary.

Complete the A Z Worksheet online today to efficiently process your loan application.