Loan Estimate (1)
Screen ID: Screen Title: Panel Number: |
UMTLNEST-01 Loan Estimate 5710 |
|
This screen appears when you select the Loan Estimate from the Print Loan Applications Forms screen.
Helpful Resources
For complete information about using this form, refer to the booklet CU*BASE TILA/RESPA Integrated Disclosure (TRID) (NOTE: A PDF version of this booklet will open.)
For additional detailed information, reference the CFPB TILA-RESPA Integrated Disclosure -- Guide to Forms booklet from the Consumer Financial Protection Bureau.
Screen Overview
This is the first in a series of screens used to “capture” the data required to print on the Loan Estimate. The data entered on this screen is printed in the header section and the Loan Terms section on page 1 of the Loan Estimate.
Use the Continue button to proceed to the next screen.
Field Descriptions
Field Name |
Description |
Date Issued |
Enter the date that this disclosure is/will be mailed or delivered to the applicant. |
Purpose |
This is a required field. Choose one of the following to describe the purpose of loan being applied for:
|
Loan Type |
This is a required field. Choose one of the following to describe the Loan Type of the loan being applied for:
|
Rate Lock |
Either Yes or No must be selected If the interest rate for this loan application is locked, select Yes and enter the appropriate date and time information. If not, select No. |
Can This Amount Increase After Closing |
|
Loan Amount |
Select Yes if the loan amount can increase after closing |
Interest Rate |
Select Yes if the interest rate can increase after closing |
Monthly Principal and Interest |
Select Yes if the monthly principal and interest can change after closing |
Additional Video Resources
Visit the CU*BASE video library to view more videos!