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Coordinate collection of required information from escrow and lender needed to complete City documents including restrictions, notes, DOTs Resale Milestone 2: and escrow instructions. Screen loan documents and any additional $1750 per Final Approval & information provided by the lender and title company to verify income qualified Purchase Agreement and ongoing program eligibility. Hold an in-person meeting with the purchaser homebuyer to review documents and answer outstanding questions prior to closing. Resale Milestone 3: Create the documents and route with instructions for signatures and Doc Preparation & notarizing at the City. Coordinate pickup and delivery of executed $1,750 per Closing documents to title and track file through all stages of escrow to ensure homebuyer conforming loan is secured and a timely close of escrow. Process and review appeals from disqualified applicants to determine if Resale Appeals they meet eligibility requirements as set forth in the Program Hourly Rates Guidelines. Prepare a final determination packet for City review and approval. IIS Answer questions and provide information on acceptable first loan products for a refinance, required documentation needed and timeline expectations for lenders and owners. Coordinate with Title Company Process Refinances of and first lender for access to preliminary title report and loan terms in BMR Homes(a) order to review and confirm that the refinance meets the program's $850 per file guidelines. Prepare Escrow Instructions, Subordination Agreement, and all other required City documents and route for signatures. Follow up with Title on close of escrow, and status of City's receipt of copies of recorded documents. Collect all required documents from the applicant. Screen documents Process Applications for and information provided for income and program eligibility. Provide $850 per DPA DPA Loans income calculator, detailed checklist and recommendation for approval applicant or denial with the complete file to the City. Coordinate collection of required information from escrow and lender needed to complete City documents including restrictions, notes, DOTs Doc Prep& Closing for and escrow instructions.TRID? Create the documents and route with $1,250 per loan DPA Loans closed instructions for signatures and notary to the City. Scan and file closing package. Field requests for payoffs of DPA loans, request balance due from City loan servicer(if applicable), provide City's payoff demand to Owner DPA Payoffs and/or takeout lender, prepare escrow instructions and Deed of $500 per payoff Reconveyance for recordation upon payoff. Scan and file copy of recorded Reconveyance. Collect demographic data from DPA and BMR applicants during the application process, as well as from existing homeowners and Demographic Survey& borrowers during the annual monitoring. Compare aggregated data to $15 per Report publicly available demographics information for the City of Pleasanton household to determine whether the program applicants and participants reflect the demographics of the City and that all residents have fair and equal access to affordable housing. Additional Services Upon City Request Optional Costs Schedule venue, advertise through e-mail blast to dedicated leads, and $1,000 per City-Specific Workshops in up to three local newspapers to invite prospective attendees. Present workshop (as requested) materials to attendees, answer questions, and capture attendee $85 per ad information to track as leads. creation Collect all necessary data points to record an updated request for One Time Generation & notice of default and sale. Data includes current first lender, the Deed Recordation of Updated of Trust instrument number,Title Company, and the APN. To collect Requests for Notices of this information, Hello Housing will utilize its access to First American $45 per file Default Title Company's proprietary database and conduct"Property Profiles" which include links to PDFs of all recorded documents on a property.