Fee Worksheet Template PDF Details

Are you tired of calculating your own service fees? Are you unsure how to charge for shipping or materials? This fee worksheet template can help. With clear and concise instructions, this template is easy to use and will help you stay organized when billing for services. Included are tips on how to customize the form for your needs.

In the listing, there is some information relating to the fee worksheet template. You may want to learn its length, the actual time to complete the form, the blanks you'll need to fill in, and so forth.

QuestionAnswer
Form NameFee Worksheet Template
Form Length1 pages
Fillable?Yes
Fillable fields112
Avg. time to fill out22 min 39 sec
Other namesitemized fee worksheet for mortgages, fee worksheet, itemized fee worksheet, worksheet template itemized

Form Preview Example

Itemized Fee Worksheet

(For Use with Service Providers and Investors)

Date:

The information provided below reflects estimates of the charges that are likely to be incurred at the settlement of this loan. The fees listed are estimates; some actual charges may be more or less. This transaction may not involve a fee for every item listed.

 

Provided By:

 

 

Subject Property:

 

 

 

Borrower(s):

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Loan Number:

 

 

Interest Rate:

 

Type of Loan:

 

Base Loan Amt:

 

 

 

 

Loan Program:

 

 

Term:

 

 

 

 

Sales Price:

 

Total Loan Amt:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Estimated Closing Costs

 

 

 

 

 

800.

Items Payable in Connection with Loan

 

 

 

1100.

Title Charges

 

 

 

 

 

 

 

Loan Origination Fees

%

 

$

 

 

1102.

Settlement or Closing Fee

$

 

 

 

 

 

 

 

 

 

Application Fees

 

 

 

$

 

 

1103.

Owner’s Title Insurance

$

 

 

 

 

 

 

 

 

 

 

 

Processing Fees

 

 

 

$

 

 

1104.

Lender’s Title Insurance

$

 

 

 

 

Underwriting Fees

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

1109.

 

 

 

 

$

 

 

 

 

Broker Fees

 

% + $

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1110.

 

 

 

 

$

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1111.

 

 

 

 

$

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1112.

 

 

 

 

$

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1113.

 

 

 

 

$

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

1114.

 

 

 

 

$

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total Title Charges

 

 

$

 

 

802.

Credit or Charge for Interest Rate

 

 

$

 

 

 

 

 

 

 

 

 

 

 

1200.

Government Recording and Transfer Charges

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

803. Adjusted Origination Charges

$

 

 

 

 

 

 

 

 

1202.

Recording Fees

 

 

$

 

 

804.

Appraisal Fee to

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

1203.

Transfer Taxes

 

 

$

 

 

 

 

 

 

 

 

 

805.

Credit Report to

 

 

 

$

 

 

1204.

City/County Tax/Stamps

$

 

 

806.

Tax Service to

 

 

 

$

 

 

 

 

 

 

 

 

 

1205.

State Tax/Stamps

 

 

$

 

 

807.

Flood Certification

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

1206.

 

 

 

 

$

 

 

808.

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1207.

 

 

 

 

$

 

 

809.

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1208.

 

 

 

 

$

 

 

810.

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

811.

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total Recording/Transfer Charges

$

 

 

 

 

 

 

 

 

812.

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1300.

Additional Settlement Charges

 

 

 

813.

 

 

 

 

$

 

 

 

 

 

814.

 

 

 

 

$

 

 

1302.

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

815.

 

 

 

 

$

 

 

1303.

 

 

 

 

$

 

 

816.

 

 

 

 

$

 

 

1304.

 

 

 

 

$

 

 

817.

 

 

 

 

$

 

 

1305.

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

1306.

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

1307.

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

1308.

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

1309.

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total Estimated Closing Costs

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Estimated Reserve/Prepaid Costs

 

 

 

 

 

 

900. Items Required by Lender to be Paid in Advance

 

 

 

 

Reserves Deposited with Lender

 

 

 

901.

Daily Interest

Days @ $

$

 

 

1001.

Initial Deposit into Escrow Account

$

 

 

902.

Mortgage Ins Premium to

 

 

$

 

 

1002.

Homeowner’s Ins

mths @ $

$

 

 

 

 

 

 

 

 

903.

Homeowner’s Insurance to

 

 

$

 

 

1003.

Mortgage Ins

mths @ $

$

 

 

904.

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

1004.

Property Taxes

mths @ $

$

 

 

905.

VA Funding Fee

 

 

 

$

 

 

 

 

 

 

 

 

 

1005.

City Property Tax

mths @ $

$

 

 

906.

Flood Insurance

 

 

 

$

 

 

 

 

 

 

 

 

 

1006.

Flood Reserve

mths @ $

$

 

 

907.

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

1007.

 

 

mths @ $

$

 

 

908.

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

1008.

 

 

mths @ $

$

 

 

909.

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

1009.

 

 

mths @ $

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1010.

Aggregate Adjustment

 

 

– $

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total Estimated Reserve/Prepaid Costs

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Transaction Summary

 

 

 

 

 

 

Total Estimated Monthly Payment

 

 

 

 

 

 

Total Estimated Funds Needed to Close

 

 

 

 

Principal and Interest

 

 

 

$

 

 

 

Purchase Price/Payoff

 

 

(+) $

 

 

 

Other Financing (P & I)

 

 

 

$

 

 

 

Total Estimated Closing Costs

 

 

(+) $

 

 

 

Hazard Insurance

 

 

 

$

 

 

 

Total Estimated Reserve/Prepaid Costs

(+) $

 

 

 

Real Estate Taxes

 

 

 

$

 

 

 

Discounts (if borrower will pay)

 

 

(+) $

 

 

 

Mortgage Insurance

 

 

 

$

 

 

 

FHA UFMIP/VA Funding Fee

 

 

(+) $

 

 

 

HOA Dues

 

 

 

$

 

 

 

Total Costs

 

(c)

$

 

 

 

Other

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

Total Monthly Payment

 

 

 

$

 

 

 

Loan Amount

 

 

(–) $

 

 

 

 

 

 

 

 

 

 

 

 

Non-Borrower Paid Closing Costs

 

 

(–) $

 

 

 

 

 

 

 

 

 

 

 

 

FHA UFMIP/VA Fee Financed

 

 

(–) $

 

 

 

Closing Costs Summary

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(–) $

 

 

 

Borrower Paid Closing Costs

 

(a)

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(–) $

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(–) $

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

(–) $

 

 

 

 

 

 

 

 

$

 

 

 

First Mortgage

 

 

(–) $

 

 

 

 

 

 

 

 

$

 

 

 

Second Mortgage (Sub Financing)

 

 

(–) $

 

 

 

Total Non-Borrower Paid CC

 

(b)

$

 

 

 

Closing Costs from

 

 

(–) $

 

 

$

 

 

 

Total Credits

 

(d)

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total Closing Costs

 

(a + b)

$

 

 

 

 

 

 

 

(c – d)

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

S – Paid by Seller

 

B – Paid by Broker

 

 

 

 

A – APR Affected by Cost

 

 

 

 

 

 

S/ – Split by Seller & Others

 

L – Paid by Lender

 

 

 

 

O – Paid by Other

 

P – Paid Outside Closing (POC)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Itemized Fee Worksheet ~ 02/2010 ~ Encompass360TM

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part 1 to filling in fees worksheet

Fill in the EstimatedReservePrepaidCosts, Days, mthsmthsmthsmthsmthsmthsmthsmths, and TransactionSummary space using the information demanded by the platform.

step 2 to filling out fees worksheet

The application will demand for extra info to be able to quickly complete the segment bab, SPaidbySellerSSplitbySellerOthers, BPaidbyBrokerLPaidbyLender, ItemizedFeeWorksheetEncompassTM, dcd, AAPRAffectedbyCostOPaidbyOther, and PPaidOutsideClosingPOC.

Filling in fees worksheet stage 3

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