Get 0-eo-31001-02.doc

This guide provides a comprehensive and user-friendly approach to filling out the 0-EO-31001-02.doc online. By following these step-by-step instructions, users can efficiently complete the form while ensuring that all necessary information is accurately provided.

Follow the steps to complete the form accurately.

1. Click the ‘Get Form’ button to obtain the document and open it in your preferred editing tool.
2. Begin by entering the full name of the applicant in the designated field.
3. For all mortgages handled in the last twelve months, input the percentage of total services provided in the corresponding fields for each category (Origination Only, Underwritten, Package and Sold, Servicing, Other).
4. Indicate whether the applicant holds the appropriate licenses required for Mortgage Brokers/Correspondents. Answer 'Yes' or 'No' as applicable and provide the states where the applicant is licensed.
5. If the applicant holds funds in escrow, mark 'Yes' and specify if these funds are held in a fiduciary account.
6. Complete the limit for Fidelity Bond in the required section.
7. Indicate whether appraisals are performed by in-house appraisers and provide any necessary details.
8. Describe the procedures in place for timely and proper disclosure of Good Faith and Truth in Lending Estimates.
9. Indicate awareness of any violations of relevant laws, including the Real Estate Settlement Procedures Act, Truth in Lending, and Equal Credit Opportunity by marking 'Yes' or 'No'.
10. If applicable, denote whether the applicant receives compensation from yield spread premiums. Provide the percentage of revenue derived from YSPs and describe the disclosure procedures to borrowers.
11. Input the total annual volume of mortgages brokered in the last twelve months and provide percentage splits for different mortgage types (Conventional, Government, etc.).
12. Include the percentage of mortgages brokered sourced from various avenues such as advertising, referrals, and telemarketing.
13. Finally, ensure the document is signed by the appropriate authority, including their title, date of signing, and agency details as required.
14. Once all sections have been filled out adequately, save changes, and utilize options to download, print, or share the completed form if needed.

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