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Term sheet

Open the term sheet from a loan file and add your own notes to it.

A term sheet summarizes the loan using the data on the loan file's Loan Info tab. You can open it in two places.

Open the term sheet

  1. From Loan Info: open the loan file's Loan Info tab, scroll to the bottom and click View Term Sheet.
  2. From Docs: open the loan file's Docs tab, scroll to Auto-Generated Documents and find Loan Term Sheet. There's also an E-Sign V2 version for sending it for signature.

Either way, you'll get a document like this sample.

The term sheet is built from your Loan Info data and can't be edited directly. If you need a different layout, build your own term sheet template in Settings > Doc Wizard Tool, then turn it on for each branch in CRM > Branch > Branch List > (branch) > Docs Library.

To send it for signature, see E-Sign: send, sign, and track documents.

Add your own notes to the term sheet

You can add notes to the term sheet for your borrower to review and sign.

  1. On the Loan Info tab, go to the Fees & Costs section and find "Lender notes on closing costs and any additional fees."
  2. Type your notes and tick "Include notes on term sheet?". If it's not ticked, the notes won't show on the term sheet.
  3. Click Save. Your notes now show on the term sheet.

Questions? Email helpdesk@lendingwise.com.