Alta Vela Capital

Loan Program

Loan Type

Loan Program

Loan Sizing

Purchase Price ($)

Total Valuation ($)

Loan Amount ($)

LTV (%)

Edit LTV to back-calculate loan amount

Rate & Terms

Interest Rate Type

Interest Rate (%)

Index / Spread

Loan Term (months)

Amortization (months)

Schedule payment is based on

Structure

Interest Only

No

IO Period (months)

Balloon Payment

No

Balloon Date

Prepayment Penalty

No

Prepayment Terms

Property

Property Address

City

County

State

ZIP

Property Type

APN

Notes

Proposed Monthly Payment (PITI)

Component

Frequency

Amount

Monthly

Principal & Interest

Auto from rate & amortization

Auto

$0

Property Taxes

$0

Insurance

$0

HOA / Association Dues

$0

Other Financing

$0

Total PITI

$0

↻ Reset P&I to auto-calc

Lender Originations

Origination (%)

% of loan amount

Origination ($)

Auto-calculates from %

Compensation

Broker Fee ($)

YSP / Lender Credit ($)

Expected Commission ($)

Referral Fee Paid ($)

Referral Fee Paid To

Net Commission ($)

Compensation Notes

Deal Status

Dead Reason

Assignment

Stage

Priority

Assigned Broker

Assigned Processor

Lender

Loan Number

Title

Title Company

Title Officer / Rep

Title Order Number

Escrow Same as title

Escrow Company

Escrow Officer

Escrow Number

Referral

Referral Source

Key Dates

Close Date

Estimate while in progress; actual once closed

Rate Lock Expiration

Workflow dates stamp automatically when you drag a loan into the matching board stage — you can override any by hand. Compliance dates below are entered manually.

Workflow Dates

Application Date

Term Sheet Delivered Date

Submitted to UW Date

UW Approval Date

CTC Date

Docs Out Date

Docs Signed Date

Funded Date

Commission Received Date

Compliance Dates (manual)

Intent to Proceed Date

Adverse Action Date

📎

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Borrower

Linked Borrowers

No borrowers linked — using the name below.

Borrower Name *

Co-Borrower

Company / Entity Name

Entity Type

Borrower Email

Borrower Phone

Linked Contacts

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