Reporting

Master Client Account Listing Investment Availability report Production report Tracking reports Pipeline Status report Lien Tracking report

Partial List of Borrower Documents

Promissory Note Secured by Deed of Trust Deed of Trust with Assignment of Rents Deed of Trust with Absolute Assignment of Rents Rider Mortgage Loan Disclosure Statement Truth in Lending Statement Notice of Right to Cancel (General) Notice of Right to Cancel (Refinance) Notice and Acknowledgment of Non-Rescission Agreement to Procure Lender Loan Agreement (Broker acting as lender) Borrower Loan Escrow Instructions (Broker Conducting Escrow) Borrower Loan Escrow Instructions Addendum Broker/Lender Escrow Instructions (Outside) Broker/Lender Sub-Escrow Instructions Net Funding Sheet Payments to be made through Escrow Fire Insurance Authorization Insurance Endorsement Request Borrower Application Certification Declaration of Oral Disclosure Truth in Lending Compliance Affidavit Consumer Notices Itemization of Prepaid Finance Charges Request for Notice of Default Agreement and Consent for Request for Notice of Delinquencies Request for Notice of Delinquencies Request for Beneficiary Statement Demand for Payoff Request for Real Estate Loan Rating Request for Verification of Employment Request for Verification of Deposit Exhibit ‘A’ Exhibit ‘B’ Borrower’s File Notes Good Faith Estimate of Settlement Services Charges Non Broker Good Faith Estimate Arbitration Agreement Balloon Payment Disclosure Payment Guarantee by Non-Trustors Notice of Adverse Credit Action Ability to Repay Disclosure Mortgage Broker Compensation Disclosure Credit Disability Insurance Disclosure Credit Life Insurance Disclosure Transfer of Servicing Disclosure (RESPA) Excessive Debt Ratio Disclosure Hazardous Materials Certificate and Indemnity Agreement Acknowledgment of Telephone Disclosure Section 32 Cooling Off Notice Prorated Interest Disclosure Source of Funds for Repayment Adjustable Rate Historical Information (TILA required) Contingent Dual Interest Policy Authorization

Partial List of Lender Documents

Lender/Purchaser Disclosure Statement (Loan Origination, CA-DRE) Lender/Purchaser Disclosure Statement (Sale of Existing Note, CA-DRE) - PLUS RE851D for Multiple Properties. Lender Trust Deed Escrow Instructions Arbitration of Disputes (Lender) Multiple Lender Disclosure List Trust Deed - Current Offering - (single property) Trust Deed - Current Offering - (multiple properties) Lender Servicing and Equity Interest Agreement Multiple Lender Addendum to LPD Statement (Origination) Multiple Lender Addendum to LPD Statement (Sale of Existing Note) Multiple Lender Qualification Statement Assignment of Deed of Trust Promissory Note Assignment Lender Oral Disclosure Acknowledgment Notice to Assignee of Section 32 Loan High Cost Disclosure Multiple Lender Disclosure (CA - B&P 10232.5)

Closing Documents

Closing Statement Recording Transmittal Instructions (Escrow Company) Recording Transmittal Instructions (Title Company) HUD1A