Get Union Bank Broker Doc Order And Fee Confirmation 2015-2025

Completing the Union Bank Broker Doc Order and Fee Confirmation is a crucial step in the loan documentation process. This guide provides clear instructions to help users efficiently navigate and fill out the form online.

Follow the steps to accurately complete your documentation.

1. Click ‘Get Form’ button to acquire the form and open it in the designated editor.
2. After you have opened the form, confirm that you have received notification stating that the document order is ready for review. This is the first required step before proceeding.
3. Review the loan record. Log into the Union Bank Wholesale system and navigate to the Fees tab to access your loan record.
4. Confirm that the loan details and fees are accurate. Select one of the options that reflects your confirmation: ‘Yes, I confirm all loan details and fees are correct. Proceed to Confirmation section’ or ‘Yes, I confirm all loan details and fees are correct subject to the following corrections:’ and specify any necessary corrections.
5. Address the specifics of the loan, such as the First Payment Due Month, Vesting, and details about where documents are to be delivered. Provide relevant answers to any questions regarding Power of Attorney and Escrows.
6. Fill out the Broker Credit Report Fee and Appraisal Fees sections accurately, including whether the appraisal fees will be borrower paid or broker paid.
7. Indicate whether you would like a refund of your credit card post-closing by selecting ‘Yes, refund my credit card post closing’ or ‘No. Do not refund my credit card’.
8. For any changes to the loan details, ensure you have filled out the Broker Urgent Change Request form available in the Broker Resource Center.
9. Finally, complete the Confirmation section by certifying that all loan details and fees are correct or correct subject to the noted changes. Upload the completed form to the Global Document Repository (GDR) node titled Broker Doc Order and Fee Confirmation.
10. After submission, keep an eye out for a notification from the Union Bank processor regarding the acceptance of your changes. Ensure you save any changes made, download, print, or share the form as needed.

Take the next step in your documentation process by completing the Union Bank Broker Doc Order and Fee Confirmation online today.