Completing the GFE Provider Relationship screen
The
Good Faith Estimate Provider Relationship Disclosure
disclose a relationship with any mandatory vendors.
To complete the
Open a prospect or borrower file.
1
Open the
2
toolbar.
The
Click New.
3
Enter the name, address, and telephone number of the provider.
4
Use the Cardex database to populate these fields or enter the information manually.
Enter the line number from the
5
providing in the
Select the check box that describes your relationship with the provider.
6
Complete this form for all the vendors that you have required to be used for this loan.
7
Point User Guide
Verify with your legal counsel if you are required to use this disclosure
form.
GFE Provider Relationship
GFE Provider Relationship
field is automatically populated with the current date.
Date Prepared
field.
Item #
Recommendation
screen:
screen from the Forms menu or the shortcut
Good Faith Estimate
of the service that the vendor is
Disclosures
is used by the lender to
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