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  • Mortgage Trade Record Sheet

Mortgage Trade Record Sheet

The Mortgage Trade Record Sheet allows you to record commissions, fees, and deductions applicable to the deal.

In your Conditions and Documents section, click Add/Upload Condition.

Click the drop-down Condition menu and scroll down to Compliance Forms > Mortgage Trade Record Sheet.

Click the green Add Condition button and exit to return back to your application.

Scroll down to find the newly added condition and click on the name to expand it.

Select a product from the drop-down menu. Complete the rest of the necessary information.

Enter the Finder’s Fees just below the Mortgage Details section.

Enter the Volume Bonus information in the Volume Bonus Gross section.

Broker and co-broker fees enter into the Fees and Other Income section.

Enter deductions into the Deductions from Mortgage Commission section.

Enter commission details into the Splits section.

When you’re finished click the yellow Create PDF button.