Contract Review + Processing Submission — [Last Name]
Processing Checklist
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🤖 AI Contract Review — Upload PDF to Auto-Fill
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Click to upload or drag & drop contract PDF Supported: Purchase contracts, counter offers, addendums
Ready — upload a contract PDF to begin
Purchase Contract Review + Processing Submission

[Borrower Last Name]

[Property Address]
Buyer / Borrower
[Borrower Name]
Seller
[Seller Name]
Loan Type
[Loan Type]
Purchase Price
[Price]
STATUS: [Loan Type] COE: [Date]
Contract Details — Fill In
Key Dates
Purchase Contract Date
Contract Expiration Date
Close of Escrow (COE)
Mortgage Contingency Date
Appraisal Contingency Date
Inspection Period / Due Date
Financial Terms
Purchase Price
Seller Concessions
Seller Concessions Amount $
Buyer Broker Agreement (BBA)?
BBA Amount
SCA Amount
HOA
HOA Noted (Y/N)
HOA Information
Parties & Contacts
Title Company Information
Listing Agent Information
Buyer's Agent Information
Seller Information
Builder Information (if applicable)
Addendums & Clauses
FHA or VA Amendatory Clause
Addendum 1
Addendum 2
Addendum 3
Addendum 4
Addendum 5
Anything Else We Need to Be Aware Of
⚠ Flags, Special Terms & Team Notes
1
2
3
4
5
Processing Submission Checklist
Complete all applicable items before submitting to Processing
Agent & TC Information
⚡ Rush? (<13 working days to COE)
The Basics
Credit
Income
Funds to Close
Misc Need to Knows
Final Steps
PAM Files
Additional Notes
For internal team use only — not legal advice. Verify all terms against original executed documents.