This is a sample of the Lender Record Information (Form ... · PDF fileBlack Pearl Mortgages...

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This is a sample of the Lender Record Information (Form 582) application. The sample lender name, Black Pearl Mortgages (LE), will be replaced with your company name when you login and edit your Form 582. The sample blank form

is annotated with helpful notes in to guide you in filling the form.

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Note: Based on the answer selected, some questions may require comments.

The section cannot be verified if required comments are not entered.

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Note: In Roles field, all mandatory roles should be covered by the

contacts reported. A maximum of four roles can be entered per

Contact with the exception of Owner/Principal role that can be added

as extra role for reporting ownership Interest on “Ownership Interest”

section without having to reenter the contact details later.

“Verify this response” only becomes enabled once all the mandatory

roles have been covered through the reported contacts.

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Note: If there are no approved affiliates to report, just click “Verify this response”

Note: If “Yes” is selected then any individuals (i.e. Contacts) already reported with Owner/Principal role are automatically shown in the list. Edit

and enter the ownership interest for individuals where the ownership percentage value is > 5%.

You may click “Add another ownership interest” to report any new individuals or firms. This will open the form as shown on next page.

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Note: The ownership type determines the fields displayed.

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Note: If ownership type selected is “Firm”, then fill-in following form details

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Note: Click “Edit” to enable the form for editing

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Note: Example of the form appearing as editable after clicking “Edit”

Note: On sections, Multifamily and Single Family Originations or Servicing, if there is

nothing to report you may enter zero (0) value to enable verification of the section.

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Note: Click “Edit” to enable the form for editing

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Section continued on next page…

Note: Click “Edit” to enable the form for editing

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Note: If “Other Custodians” selected then enter the details for the “Other Custodian”.

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Note: The pagination provides ability to navigate multiple servicer 9-digit accounts for editing across pages

that are accessible from page numbers or “Previous Page” or “Next Page” arrow icons.

Clicking the edit icon (highlighted in red box) opens up the record for editing as shown on the next page.

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Note: Selecting the checkbox above will update the address for all the servicer 9-digit accounts

of the same “Servicing Type” i.e. Subserviced servicers in the example above.

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Note: If any of the policies, procedures, and processes are not checked

then a comment is required to indicate the reason for not checking the

respective policy, procedure, or process.

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Note: When ready to finally submit the form, click on the Submit

link in the progress bar to take you to the submission page

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