Mortgage File Command Center

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Pipeline

Maria Garcia & Carlos Garcia

Purchase · Conventional · $425,000

Waiting on: Borrower
Intro
Application
Disclosures
Processing
Underwriting
Clear to Close
Closing
Funded

Key Dates

Intro Date

Apr 10, 2026

TRID Start

Apr 14, 2026

Closing Date

May 30, 2026

In 34 days

Contract Expiration

May 30, 2026

In 34 days

Team & Contacts

MG
CG

Co-Borrower

Carlos Garcia

SM

Buyer's Agent

Sandra Morales

Premier Realty Group

DC

Listing Agent

David Chen

Apex Real Estate

SW

Title / Closer

Sarah Webb

Austin Title Partners

MR

Insurance

Mike Reyes

State Farm

Status Tracker

Disclosures

Processor · Apr 14, 2026

Sent

Intent to Proceed

Borrower · Apr 14, 2026

Pending

Appraisal

Processor

Not yet ordered

Title

Processor · Apr 15, 2026

Ordered

Insurance

Borrower · Apr 14, 2026

Requested from borrower

Underwriting

Processor

Not started

Closing Disclosure

Processor

Not started

Conditions

4 open · 4 total

Signed disclosures / Intent to Proceed

pending

Needed from: Borrower · Owner: Processor · Due: Apr 28, 2026

Proof of homeowner's insurance binder

pending

Needed from: Borrower · Owner: Processor · Due: May 1, 2026

Letter of explanation — recent credit inquiry (Apr 2026)

pending

Needed from: Borrower · Owner: Processor · Due: Apr 29, 2026

Inquiry from auto dealership — needs 1-paragraph LOE

Copy of earnest money check / wire confirmation

received

Needed from: Borrower · Owner: Processor

Communication Log

ProcessorApr 25, 4:30 PM

Called Maria re: outstanding ITP and disclosures. She confirmed she will review tonight and sign tomorrow morning.

Follow-up: Check for signed ITP first thing 4/26

ProcessorApr 15, 10:00 AM

Ordered title from Austin Title Partners. Sarah Webb assigned as closer.

LOApr 14, 2:00 PM

Disclosures sent via Encompass. Income docs collected from borrowers — W-2s, 2023 and 2024 tax returns, 2 months bank statements.

LOApr 10, 9:00 AM

Initial consult with Maria and Carlos Garcia. Pre-approval issued. Purchase price $530,000, down payment 20%. Strong file.

Notes

Carlos is a 1099 contractor — will need 2 years of Schedule C / tax returns + YTD P&L. Maria is W-2 (RN at St. David's). Strong income overall. Watch the credit inquiry LOE — needs to be airtight.