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Loan Document Preparation and Review
Loan Fulfillment Services
Title and Escrow Services
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Home
About Us
Services
Loan Document Preparation and Review
Loan Fulfillment Services
Title and Escrow Services
Lending Law Compliance
Private Lending/Business Purpose Loan Document Preparation and Services
Additional Services
Get Started
Client Portal
Submit File
Open Title
Resources
Contact Us
Linkedin
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Private / Investor Lender Setup Sheet
Home
Private / Investor Lender Setup Sheet
Shanks & Associates, P.C.
Attorneys At Law
1400 Broadfield Blvd., Suite 200
Houston, TX 77084
NEW CLIENT SET UP FORM - HARDMONEY
Lender Information
Name
*
Address
*
City
*
State
*
Zip Code
*
Organization Type
Organization State
Phone #
*
Fax #
Company Agreement
Name of Individual Signing on Behalf of Organization
*
Position Held of Individual Signing on Behalf of Organization
*
Email Address of Individual Signing on Behalf of Organization
*
Services Being Requested
Loan Documents Only
Loan Documents & HUD Review & Approval
Ordering of the Wire from Warehouse Banks
Review of Signed Loan Documents & Issue Funding Authorization
Package & Upload Package to Investor for Purchase
Work Conditions with Investor for Purchase
Prepare Assignments & Record in the Appropriate County Records
User Setup For File Submissions
First & Last Name
Title
Email
Phone Number
Choose a Representative
*
-- Click to Assign Processing Representative --
Dallas Rivera
Rachelle Fonseca
Brett Shanks
Submit