this is a sample of the lender record information (form ... · pdf fileblack pearl mortgages...
TRANSCRIPT
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This is a sample of the Lender Record Information (Form 582) application. The sample lender name, Black Pearl Mortgages (LE), will be replaced with your company name when you login and edit your Form 582. The sample blank form
is annotated with helpful notes in to guide you in filling the form.
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Note: Based on the answer selected, some questions may require comments.
The section cannot be verified if required comments are not entered.
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Note: In Roles field, all mandatory roles should be covered by the
contacts reported. A maximum of four roles can be entered per
Contact with the exception of Owner/Principal role that can be added
as extra role for reporting ownership Interest on “Ownership Interest”
section without having to reenter the contact details later.
“Verify this response” only becomes enabled once all the mandatory
roles have been covered through the reported contacts.
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Note: If there are no approved affiliates to report, just click “Verify this response”
Note: If “Yes” is selected then any individuals (i.e. Contacts) already reported with Owner/Principal role are automatically shown in the list. Edit
and enter the ownership interest for individuals where the ownership percentage value is > 5%.
You may click “Add another ownership interest” to report any new individuals or firms. This will open the form as shown on next page.
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Section continued on next page…
Note: The ownership type determines the fields displayed.
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Note: If ownership type selected is “Firm”, then fill-in following form details
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Section continued on next page…
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Note: Click “Edit” to enable the form for editing
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Note: Example of the form appearing as editable after clicking “Edit”
Note: On sections, Multifamily and Single Family Originations or Servicing, if there is
nothing to report you may enter zero (0) value to enable verification of the section.
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Note: Click “Edit” to enable the form for editing
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Section continued on next page…
Note: Click “Edit” to enable the form for editing
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Note: If “Other Custodians” selected then enter the details for the “Other Custodian”.
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Section continued on next page…
Note: The pagination provides ability to navigate multiple servicer 9-digit accounts for editing across pages
that are accessible from page numbers or “Previous Page” or “Next Page” arrow icons.
Clicking the edit icon (highlighted in red box) opens up the record for editing as shown on the next page.
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Note: Selecting the checkbox above will update the address for all the servicer 9-digit accounts
of the same “Servicing Type” i.e. Subserviced servicers in the example above.
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Section continued on next page…
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Section continued on next page…
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Section continued on next page…
Note: If any of the policies, procedures, and processes are not checked
then a comment is required to indicate the reason for not checking the
respective policy, procedure, or process.
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Section continued on next page…
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Section continued on next page…
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Note: When ready to finally submit the form, click on the Submit
link in the progress bar to take you to the submission page
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