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Project Mortgage : Financing Form

 

The Mortgage/Financing form is an EmpowOR supplemental form used to capture detailed information about a housing project.

Key Form Sections

Project Details

  • Project Type
  • Physical Address
  • Number of Units
  • Costs (Primary, Purchase Rehab, Other)
  • Dates (Settlement, Other)
  • Closing Cost
  • Total Monthly Payment

Mortgage Details

  • Mortgage Insurance Type and Payment
  • Financial Details (can be added separately)

Steps to Create a New Mortgage/Financing Form

  • Click the green "ADD NEW" icon
  • Fill in required fields:
  • Select Project Type
  • Choose Physical Address
  • Enter Number of Units
  • Input Costs and Dates
  • Specify Mortgage Insurance Details
  • Save & Close the form

Additional Financial Details Creation

  • Click green plus icon next to "Financial Details"
  • Enter details including:
  • Financing Type
  • Funding Type
  • Finance Amount
  • Interest Rate
  • Financing Term
  • Underwriter and Originator Information

Note: Managed List Items require configuration by the EmpowOR Administrator in the Admin section.