Alta Vela Capital

Linked Borrowers

Link borrower contacts to this loan. The first two auto-fill the Borrower and Co-Borrower fields below. Click a card to view full contact details.

Borrower Details

Borrower Name *

Co-Borrower

Company / Entity Name

Entity Type

Borrower Email

Borrower Phone

Loan Amount ($)

Total Valuation ($)

LTV (%)

Edit LTV to back-calculate loan amount

Loan Type

Loan Category

Loan Program

Interest Rate Type

Interest Rate (%)

Index / Spread

Loan Term (months)

Amortization (months)

Schedule payment is based on

Lender

Loan Number

Origination (%)

% of loan amount

Origination ($)

Auto-calculates from %

Interest Only

No Yes

IO Period (months)

Balloon Payment

No Yes

Balloon Date

Prepayment Penalty

No Yes

Prepayment Terms

Notes

Property

Property Address

City

County

State

ZIP

Property Type

Purchase Price ($)

APN

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

Escrow & Title

Escrow Company

Escrow Officer

Escrow Number

Title Company

Title Order Number

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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