Chronicles of Cake and Annals of Underwriting
Collateral? I don't need no stinkin' collateral
Course markers and loan processes
Give me some Credit
Cash? What'chu mean I need money to buy that?
100
  • Comes from the Old French “Death Pledge”
  • What is a Mortgage?
100
  • The evaluation of a property's market value by a qualified professional.
  • What is a home appraisal?
100
  • The term for a borrower's available funds that can cover mortgage payments during an interruption of income.
  • What are reserves?
100
  • This is a detailed record of an individual’s financial history
  • What is a credit report?
100
  • The name for the document that verifies a borrower's assets and source of funds for the down payment and closing costs.
  • What are bank statements?
200
  • The cost of borrowing money for a home expressed as a percentage.
  • What is a mortgage interest rate
200
  • The ratio that compares the amount of the mortgage loan to the appraised value of the property.
  • What is the loan-to-value (LTV) ratio?
200
  • The term for the process when a human underwriter reviews all aspects of a borrower's application, which is more common for complex financial situations.
  • What is manual underwriting?
200
  • The three-digit number that underwriters use as an initial indicator of a borrower's creditworthiness.
  • What is a credit score?
200
  • This type of asset includes retirement accounts and real estate equity.
  • What are Non-Liquid Assets?
300
  • This rapidly growing powerhouse of a mortgage company that is becoming the envy of the mortgage industry started in 2018 with only one employee
  • What is Cake Mortgage?
300

This is a real estate transaction where there is a pre-existing relationship between the buyer and seller.

  • What is a non-arms-length transaction?
300
  • This document tells the borrower’s story and is used by the underwriter to assess the borrower’s risk profile.
  • What is the 1003 (URLA)
300
  • Major financial events like these, depending on how long ago they occurred, can prevent a borrower from qualifying for a mortgage.
  • What are bankruptcies or foreclosures?
300
  • This is a form of stock-based compensation that can be used to qualify for a mortgage.
  • What are Restricted Stock Units?
400
  • This person acts as an intermediary between borrowers and lenders
  • What is a Broker?
400
  • An appraisal that uses an analysis of comparable properties with adjustments to determine the subject value uses this approach.
  • What is the Sales Comparison Approach
400
  • You can find any special assessment for an infrastructure on this document
  • What is a Tax Certificate?
400
  • This key component on a credit report is used to analyze recent credit-seeking behavior
  • What are inquiries?
400
  • The length of time a single account statement must cover
  • What is one month?
500
  • The process a lender uses to evaluate a borrower's financial risk and creditworthiness to decide whether to approve a home loan.
  • What is Mortgage Underwriting?
500
  • A property that wholly occupies at least 1 lot and has an HOA
  • What is a PUD?
500
  • This allows a Non-Permanent Resident Alien without an SSN to qualify as an eligible borrower.
  • What is ITIN?
500
  • This type of account is underwritten using the full balance in ratio calculations or what is required exclude the payment?
  • What are Open 30-day Charge accounts and must provide sufficient assets to cover the balance.
500
  • This account may be used for down payments and closing cost but not for reserve requirements
  • What is a Spousal Account?
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