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Financial Information

This document shows you the Financial Information screens and gives information about some of the fields.

You may scroll through this document or click a link to be taken to the specified screen.

Bank Accounts

Other Assets and Credits

Liabilities

Other Liabilities

Bank Accounts

Here are the drop-down list options for the following field:

Field Name	Options
Account Type	Bonds Bridge Loan Proceeds Cash Value of Life Insurance (used for the transaction) Certificate of Deposit Checking Individual Development Account Money Market Mutual Funds Retirement (e.g., 401k, IRA) Savings Stock Options Stocks Trust Account

Other Assets and Credits

Here are the drop-down list options for the following fields:

Field Name	Options
Account Type	Cash on Hand Proceeds from Real Estate Property to be sold on or before Closing/Pending Net Sale Proceeds From Real Estate Assets Proceeds from Sale of Non-Real Estate Asset Secured Borrowed Funds/Proceeds From Secured Loan Unsecured Borrowed Funds/Proceeds From Unsecured Loan Other
Sub-Category of Account Type when Other is selected	Liquid Asset Non Liquid Asset Note: The amount will only be used in underwriting if Liquid Asset is selected.
Credit Type	Earnest Money Employer Assisted Housing Lot Equity Relocation Funds Rent Credit/Lease Purchase Fund Sweat Equity Trade Equity/Trade Equity From Property Swap Other
Purchase Credit Source Type	Borrower Paid Fees Builder Developer Real Estate Agent Other
Sub-Category of Purchase Credit Sources Type when Other is selected	Employer Affiliate Lender Affiliate Other Interested Party

Liabilities

Here are the drop-down list options for the following field:

Field Name	Options
Account Type	Collections Judgments and Liens HELOC Installment (e.g., car, student, personal loans) Lease (not real estate) Mortgage Loan Open 30-Day (balance paid monthly) Revolving (e.g., credit cards) Tax Lien Taxes Other

Note: The options in the REO Assignment field will be the addresses of the properties entered in the 3. Real Estate Owned section.

Related Job Aid
Refer to the Associating a Credit Report job aid for information about auto-populating the liabilities from the credit report.

Other Liabilities

Here are the drop-down list options for the following field:

Field Name	Options
Liabilities Type	Alimony Child Support Job Related Expenses Separate Maintenance Other

Note: If the borrower is required to make child support payments for more than ten months, you must enter the monthly payment amount on this screen. If the borrower is required to make alimony or separate maintenance payments for more than ten months, you may: 1) enter the monthly payment amount on this screen; or 2) enter the amount of the alimony or separate maintenance payment as a negative amount on the 1e. Income from Other Sources screen.