PLM Lender Services, Inc.

Form

PLM LOAN PROCESSING CENTER, INC.

46 N. SECOND STREET, CAMPBELL, CA 95008

PHONE 408-370-4030 FAX NO. 408-370-5484

CALBRE #01858761 NMLS #945371

E-MAIL TO BOTH: [email protected] AND [email protected]

WITH CC TO: [email protected]

DOCUMENT ORDER WORKSHEET

CALIFORNIA DOCUMENTS PRODUCTION ONLY

PLEASE COMPLETE THIS FORM ACCURATELY TO ENSURE THAT THE DOCUMENTS FOR THE PROPOSED LOAN ARE DRAWN CORRECTLY. TO ORDER DOCUMENTS, PLM WILL NEED THE FOLLOWING:

THIS FORM COMPLETED AND SIGNED (MASTER AGREEMENT EITHER ACCOMPANYING THIS OR ON FILE AT PLM TOGETHER WITH COPIES OF APPLICABLE LICENSES AND ENDORSEMENTS).
A FULLYCOMPLETED LOAN APPLICATION.
A COPY OF A PRELIMINARY TITLE REPORT DATED WITHIN THE LAST 90 DAYS FOR EACH SUBJECT PROPERTY

Loan Number
Client Information	Company Name Company Address Company Email Company license Company Representative Company Representative license
Cooperating Broker	Company Name Company license Company Representative Company Representative license
Borrower Name	Borrower Name Borrower vesting Corporation
Co-Borrower Name	Co-Borrower Name co-Borrower vesting Corporation
Borrower/Co-Borrower’s Mailing Address
Personal Guarantee	Name of guarantor(s) address(es) of guarantor(s)
Lender name, vesting and investment amount	lender name Vesting Investment amount More Lenders More Lenders?
2nd Lender Information	Lender Name Lender email Lender Phone Another Lender?
3rd Lender Information	Lender Name Lender email Lender Phone
Type of loan	TRID apr Date of loan application Date rate was locked in
Security to grow and/or sell cannabis on the property
Monthly late charge
Balloon Late Charge	percentage upto 10%
Loan Terms	Loan amount Amount Due date is this a step rate loan? loan term prepaid payments? number of months prepayment penalty number of months of penalty full or limited documentation
Funding date
First payment date
Impound account	yearly amounts
Loan Servicing Agent	servicer name servicer address servicer dre license loan servicing fees
Escrow Number	address of escrow company name of escrow company escrow officer endorsements insurance policy coverage amount Specific amount
Trustee for Deed of Trust	name of trustee
Security Property Information	Property address Loan position Subordinating loan Subordinating loan information loan recording concurrently with your new loan Terms of new loan and position Owner occupied Property type Property details Property square foot Property age Property type of construction property value Type of value enter value
Construction loan	prepare constructor loan documents builder/Contractor name architect/engineer name geotech name voucher system construction funds name of company holding construction funds inspection fees amount
HELOC loan	initial draw amount draw fee minimum draw amount maximum number of draws per month draw term early closure fee fee amount months in effect
Lender documents	lender documents be requested broker controlled funds appraisal information appraiser name appraisal date appraiser address relationship to appraiser

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Signed by PLM Lender
Signed On: June 29, 2021

Timestamp

Audit

December 8, 2020 8:18 pm PST

Form Uploaded by PLM Lender - [email protected] IP 42.201.156.175

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ONLINE DOC ORDER FORM

Loan Number

Client Information

Cooperating Broker?

Borrower Name

Co-Borrower Name

Borrower/Co-Borrower’s Mailing Address

Will a Personal Guarantee be requested?

Lender name, vesting and investment amount

Is there another Lender?

2nd Lender Information

Is there another Lender?

3rd Lender Information

Is there another Lender?

4th Lender Information

Is there another Lender?

5th Lender Information

Is there another Lender?

6th Lender Information

Is there another Lender?

7th Lender Information

Is there another Lender?

8th Lender Information

Is there another Lender?

9th Lender Information

Is there another Lender?

10th Lender Information

What type of loan?

Will the property be used to grow and/or sell cannabis?

Monthly late charge

Balloon Late Charge

Loan Terms

Will default interest be charged?

Is This A Step Rate loan?

Gross Amount Of Servicing Fee To Be Charged To Lender

Is this a Flat Fee?

Amount To Be Paid To Sub-Servicer From Gross Amount Of Servicing Fee

Is this a Flat Fee?

Type of loan

Prepaid payments?

Prepayment penalty

Is this loan being based on full documentation or limited documentation

Estimated funding date?

First payment date?

Impound account?

Loan Servicing Agent?

Escrow Information Escrow Number

Trustee for Deed of Trust?

Security Property Information

Loan Position

Will there be a concurrent 2nd deed of trust recording?

Is there an existing lien subordinating?

Will there be a concurrent 1st deed of trust recording?

Current Senior lien information:

Existing first Deed of Trust holder

New Senior lien information:

Current Senior lien information:

Existing first Deed of Trust holder

Existing second Deed of Trust holder

Current Senior lien information:

Existing first Deed of Trust holder

Existing second Deed of Trust holder

Existing third Deed of Trust holder

Will the property be owner occupied at any point during the term of this loan?

Type of Property?

Type of value

Will this be a construction loan?

Are you requesting PLM prepare construction loan documents?

Will you be providing a draw schedule or voucher system?

Amount of Construction Funds to be held?

Is this a HELOC loan?

Early Closure Fee?

Will lender documents be requested?

Is this loan being funded by broker controlled funds?

Appraisal information to be provided?

Servicing Fee Split:

Late Charge Split:

Prepay Split: