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Create Condition

Type

Template

Name ( characters left.)

Description ( characters left.)

Due Date

Apply Due Date to all Conditions

Add Conditions from Library

Search Term

Tag

Results

No Conditions Found

Import a Lender Needs List

Upload the PDF from your lender. We will pull out each condition so that you can review it before anything is added to the loan.

Review Imported Conditions

- 6 items found. Check each one before adding it to the loan.

Upload a PDF

Documents uploaded through this feature are sent to OpenAI, a third-party provider, in order to extract proposed loan conditions.

Only upload documents that you are authorized to share and that your company permits you to submit for third-party processing. Before uploading, remove Social Security numbers, financial account numbers, and other sensitive information unnecessary for extracting conditions.

AI generated results may contain errors or omissions. PAM does not guarantee their accuracy or completeness. You are responsible for reviewing and correcting every condition, description, and due date before adding conditions to a loan or sending them to a borrower.

Required Acknowledgement

By uploading a document in the provided field above, you understand this document will be sent to OpenAI, you are confirming that you are authorized to share it, and will verify all extracted conditions before use.

Select All

of selected

Set due date for selected

Condition

Due Date

Edit Reminders

How it Works

If enabled, your customers will receive email and/or sms messages (depending on your notification settings) giving them a summary of their Conditions current state.

How should we send these reminders?

Send a reminder to my customer every

days.

Next Reminder Sending At:

Continue to send these reminders until

Reminder Time of Day

Change your notification settings

Open notification settings

Done

Add Condition from Engine

Search Term

Tag

Results

No conditions to be added from rules.

Summary Email Message

Add Tag

AI Powered Search for your Home Buyers

Hello ,

Stop losing your borrowers to mainstream home search engines that are really just glorified lead generation funnels by providing them with your own, white labeled home search. Watch the video below to learn more, and use the buttons below to get started!

Please Contact Your Company Admin to Access This Feature

- Upload Files

Due:

Files to Upload

Verified Assets

- Download Files

Due:

SSN & Agreements

Entering your SSN is required by AccountChek to start linking your bank accounts.

I agree to the Privacy Policy and eDisclosure Agreement.

I agree to the Authorization to Pull Credit Agreement.

Asset Verification Terms of Service

I agree to the Terms of Service and request that AccountChek® by FormFree® act as an intermediary on my behalf to furnish information to a prospective creditor in order to further my application.

Edit Condition

Due:

Description

Document Signing Template

Documents to be Sent

Due Date

Apply Due Date to all Conditions

Document Options

Require Color Documents

Send Letter?

Please review and adjust your parameters for this letter.

Loan Type

Purchase Price

Down Payment

Rate Adjustment

Interest Rate

Status: Qualified Conditionally Qualified Not Qualified

Changes to the displayed form will NOT be saved or sent to the . Edit Form

The has not uploaded their signature, so this letter will NOT be signed.

( /month)

bds

sqft

Property Info

Monthly Cost Breakdown

These calculations are property specific, and use your personal finances to ensure the utmost accuracy.

/Month

Principal & Interest

Purchase Price

Down Payment

Term

Property Taxes

Home Insurance

HOA Dues

List

Huge thanks to the following for providing us with this listing info

Listing Agency

- MLS#

Listed Agent

- MLS#

Selling Agent

- MLS#

Additional Property Details

Learn more about this property

There are no notes yet.

By at

Confirm Post-Closing Information

Review the information below before enrolling this in ongoing home valuation reports.

You can update these details now.

Property Address

Address 1

Address 2

City

State

Zip

Loan Data

Loan Balance

Interest Rate

Close of Escrow Date

These values will be used to calculate the estimated equity, loan balance, and monthly housing costs in future reports.

Company:

Marketing Status

To:

Note: Attaching a Marketing Status to a link share is not supported. Link share will use your default Marketing Status

Add Less Info

(quick share)

Add More Info

(pre-authenticated share - recommended)

Which company will you be working with?

Selected Company:

What type of loan application?

How would you like to send this invitation?

Would you like to send a custom message?
If you are sending an SMS, remember to keep your message short.

Example: Check out this great mobile app to help with the home buying experience!

Add Bank Account

Name Of Bank, S&L, or Credit Union

Address 1

Address 2

County

City

State

Zip

Account Value

Account Type

Add Additional Liability/Debt

Liability Type

Frequency

Amount

Add Additional Income

Income Type

Amount

Add Liability/Debt

Name of Company

Account Type

Account Number

Frequency

Months Left to Pay

Payment

Unpaid Balance

To Be Payed Off Before Closing

Edit Dependents

Add Additional Employment History

Is/Was Self Employed?

Is/Was a family member of/or Employed by a property seller, realtor, or any other to the transaction

Employer Name

Address 1

Address 2

City

State

Zip

Start Date

End Date

Years at this Profession

Months at this Profession

Job Title

Monthly Income

Employer Phone

Add Gift/Grant

Asset Type

Deposited

Source

Cash or Market Value

Add Additional Residence History

Address 1

Address 2

County

City

State

Zip

Ownership Status

Years at this Address

Months at this Address

Add Stock/Bond

Description

Asset Type

Value

Edit Mortgage

Creditor Name

Account Number

Months Left to Pay

Monthly Mortgage Payment

Unpaid Balance

Will be paid off before closing

Type

Remove Mortgage

Add Additional Property

Address 1

Address 2

County

City

State

Zip

Property Value

Property Status

Occupancy

Monthly Insurance, Taxes, Dues, etc.

Monthly Rental Income

Net Rental Income

Add

First Name

Last Name

Phone (Mobile)

Invite

	Method
	None Email SMS Both

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