Residential Lender – Shanks PC

Shanks & Associates, P.C.

Attorneys At Law

1400 Broadfield Blvd., Suite 200
Houston, TX 77084

NEW CLIENT SET UP FORM

Lender Information

Company / Lender Name *

Street Address *

City *

State *

Zip Code *

Organization Type

Organization State

Phone Number *

Fax Number

Licensing / Identification

NMLS #

MERS Org ID #

WHEN RECORDED MAIL TO - (FINAL RECORDED DOT'S & FINAL POLICIES) (ADDRESS)

COLLATERAL INSTRUCTIONS

Please provide any collateral and/or funding instructions you would like us to include.

Warehouse Banks & Investors You Are Currently Using

Warehouse Banks

Investors

Company Agreement

Name of Individual Signing on Behalf of Organization *

Position / Title *

Email Address of Individual Signing *

Services Being Requested

Initial Disclosures - please provide a list of settlement service providers for each state on the last page of this form
ONLY IF SHANKS IS PROVIDING INITIAL DISCLOSURES

HUD Balance with Title - applies only to HELOC's

Loan Documents - applies only to HELOC's

CD & Documents

Ordering Wires - need to be set up with warehouse bank

MERS - need to be set up as a vendor

Funding - Funding Authorization

Shipping / Uploading to Final Investor - will need username and password for investor

Post-Closing - (working post-closing conditions)

User Setup For File Submissions

First & Last Name	Title	Email	Phone

DO NOT FILL OUT UNLESS SHANKS IS DOING INITIAL DISCLOSURES ON YOUR BEHALF

Settlement Service Providers

PROVIDE A LIST OF SETTLEMENT PROVIDERS FOR ALL STATES YOU CONDUCT BUSINESS IN OR FILL THE BELOW OUT FOR EACH STATE

Choose a Representative *