Call Report
| Borrower | App Date | Dispo Date | LE Loan Amount | CD Loan Amount | Disposition | Purpose | Occupancy | Lender | Loan Type | Line | Property Type | Lien Type | Purchase Price |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Giletto, Jack | 2025-11-11 | 2025-12-10 | $ 791,250.00 | $ 791,250.00 | Funded | Purchase | Primary | NexBank | conv | correspondent | units | First | 1055000 |
| Morgan, Ezekiel | 2025-11-12 | 2025-12-10 | $ 340,000.00 | $ 340,000.00 | Funded | Purchase | Primary | NexBank | conv | correspondent | units | First | 390000 |
| Gay, Jordan | 2025-09-18 | 2025-10-17 | $ 424,600.00 | $ 424,600.00 | Funded | Purchase | Primary | Click N Close | fha | brokered | units | First | 440000 |
| Long, Dustin | 2025-08-14 | 2025-08-29 | $ 280,000.00 | $ 280,000.00 | Funded | Purchase | Primary | NexBank | conv | correspondent | units | First | 400000 |
| Arani, Katie | 2025-07-09 | 2025-07-28 | $ 688,750.00 | $ 688,750.00 | Withdrawn | Purchase | Primary | NexBank | conv | correspondent | units | First | 725000 |
| Arani, Katie | 2025-05-17 | 2025-06-26 | $ 783,750.00 | Withdrawn | Purchase | Primary | NexBank | conv | correspondent | units | First | 825000 | |
| Gilly, David | 2025-03-31 | 2025-05-27 | $ 1,100,000.00 | $ 1,100,000.00 | Funded | Purchase | Primary | NexBank | conv | correspondent | units | First | 1800000 |
| Huynh, Hoang | 2025-04-21 | 2025-05-08 | $ 334,650.00 | $ 331,740.00 | Funded | Purchase | Primary | NexBank | conv | correspondent | units | First | 342000 |
| Teutsch, Sam | 2025-03-17 | 2025-05-01 | $ 283,500.00 | $ 283,500.00 | Funded | Purchase | Primary | NexBank | conv | correspondent | units | First | 405000 |
| Boyle, Ethan | 2025-03-24 | 2025-04-24 | $ 338,300.00 | $ 338,300.00 | Funded | Purchase | Primary | NexBank | conv | correspondent | units | First | 398000 |
| LaFour, Ross | 2025-02-20 | 2025-04-03 | $ 465,600.00 | $ 465,600.00 | Funded | Purchase | Primary | NexBank | Conventional | Correspondent | Units | First | 480000 |
| Drew, Patrick | 2025-03-03 | 2025-03-27 | $ 719,200.00 | $ 708,000.00 | Funded | Purchase | Primary | NexBank | conv | correspondent | units | First | 899000 |
| Manning, Evan | 2025-02-12 | 2025-03-14 | $ 355,000.00 | $ 355,000.00 | Funded | Purchase | Primary | NexBank | conv | correspondent | units | First | 475000 |
| Nugent, Joshua | 2025-01-28 | 2025-02-18 | $ 400,000.00 | $ 400,000.00 | Funded | Purchase | Primary | NexBank | conv | correspondent | units | First | 520000 |
| Roseberry, Jacob | 2024-05-25 | 2024-06-13 | $ 303,750.00 | $ 303,750.00 | Funded | Purchase | Investment | NexBank | conv | correspondent | units | First | 0 |
| Sensing, Graham | 2022-03-16 | 2022-04-29 | $ 380,000.00 | $ 380,000.00 | Funded | Purchase | Primary | NexBank | conv | correspondent | units | First | 0 |
| Gonzales, James | 2022-02-01 | 2022-03-25 | $ 329,353.00 | $ 329,353.00 | Funded | Purchase | Primary | NexBank | conv | correspondent | units | First | 0 |
| Carter, Kyle | 2022-01-18 | 2022-02-28 | $ 235,000.00 | $ 235,000.00 | Funded | Refinance | Primary | NexBank | conv | correspondent | units | First | 0 |
| Maynard, Jeremy | 2022-01-24 | 2022-02-24 | $ 184,000.00 | $ 184,000.00 | Funded | Purchase | Investment | NexBank | conv | correspondent | units | First | 230000 |
| Meeker, Kerry | 2021-11-30 | 2022-02-17 | $ 300,000.00 | $ 300,000.00 | Funded | Purchase | Primary | NexBank | conv | correspondent | units | First | 0 |
| Jacoby, James | 2022-01-06 | 2022-02-04 | $ 358,000.00 | $ 358,000.00 | Funded | Refinance | Primary | NexBank | conv | correspondent | units | First | 0 |
| Marriott, Chase | 2021-12-30 | 2022-02-01 | $ 313,500.00 | $ 313,500.00 | Funded | Purchase | NexBank | conv | correspondent | units | First | 330000 | |
| Dodge, Daniel | 2021-10-15 | 2022-01-24 | $ 403,750.00 | $ 408,000.00 | Funded | Purchase | Primary | NexBank | conv | correspondent | units | First | 0 |
| Foreman, Doug | 2021-11-18 | 2021-12-28 | $ 197,040.00 | $ 197,040.00 | Funded | Purchase | Primary | UWM | conv | brokered | units | First | 0 |
| Venable, Donald | 2021-11-01 | 2021-12-24 | $ 123,000.00 | $ 123,000.00 | Funded | Refinance | Primary | NexBank | conv | correspondent | units | First | 0 |
| Guild, Russell | 2021-11-12 | 2021-12-13 | $ 285,000.00 | $ 285,000.00 | Funded | Purchase | Primary | NexBank | conv | correspondent | units | First | 0 |
| Lindeman, Michael | 2021-09-28 | 2021-11-12 | $ 479,609.00 | $ 441,780.00 | Funded | Purchase | Primary | NexBank | va | correspondent | units | First | 0 |
| Johnson, Travis | 2021-10-12 | 2021-11-08 | $ 300,000.00 | $ 300,000.00 | Funded | Purchase | Primary | NexBank | conv | correspondent | units | First | 0 |
| Keathley, Joseph | 2021-10-12 | 2021-11-08 | $ 389,000.00 | $ 389,000.00 | Funded | Refinance | Primary | NexBank | conv | correspondent | units | First | 0 |
| Merritt, Sean | 2021-08-30 | 2021-10-06 | $ 75,000.00 | $ 75,000.00 | Funded | Purchase | Primary | NexBank | conv | correspondent | units | First | 0 |
| Guevara, Claudia | 2021-08-31 | 2021-09-28 | $ 299,250.00 | $ 299,250.00 | Funded | Purchase | Primary | NexBank | conv | correspondent | units | First | 0 |
| Fisher, Reid | 2021-07-28 | 2021-08-27 | $ 475,000.00 | $ 472,300.00 | Funded | Refinance | Primary | NexBank | conv | correspondent | units | First | 0 |
| Labady, Emma | 2021-07-13 | 2021-08-20 | $ 432,635.00 | $ 434,475.00 | Funded | Purchase | Primary | Click N Close | va | brokered | units | First | 0 |
| Girod, Harrison | 2021-07-01 | 2021-08-04 | $ 211,000.00 | $ 211,000.00 | Funded | Refinance | Primary | NexBank | conv | correspondent | units | First | 0 |
| Long, Nicole | 2021-06-14 | 2021-07-21 | $ 307,325.00 | $ 307,325.00 | Funded | Purchase | Primary | Click N Close | conv | brokered | units | First | 0 |
| Hardy, Rebekah | 2021-05-25 | 2021-06-14 | $ 300,000.00 | $ 298,000.00 | Funded | Refinance | Primary | NexBank | conv | correspondent | units | First | 0 |
| Felts, Terry | 2021-03-29 | 2021-05-14 | $ 267,703.00 | $ 256,272.00 | Funded | Purchase | Primary | FAMC | fha | brokered | units | First | 0 |
| Lee, Chris | 2021-04-28 | 2021-05-03 | $ 230,000.00 | $ 230,000.00 | Funded | Refinance | Primary | NexBank | conv | correspondent | units | First | 0 |
| Cothran, Stephen | 2021-01-26 | 2021-03-26 | $ 322,038.00 | $ 321,842.00 | Funded | Refinance | Primary | FAMC | conv | brokered | units | First | 0 |
| Kessler, Krista | 2021-02-22 | 2021-03-24 | $ 2,935,000.00 | $ 290,000.00 | Funded | Refinance | Primary | FAMC | conv | brokered | units | First | 0 |
| Loewen, Eddy | 2021-01-06 | 2021-03-08 | $ 269,500.00 | $ 264,500.00 | Funded | Refinance | Primary | FAMC | conv | brokered | units | First | 0 |
| Denn, Tony | 2021-02-02 | 2021-03-04 | $ 211,460.00 | $ 211,460.00 | Funded | Purchase | Primary | Click N Close | conv | brokered | units | First | 0 |
| Williams, Ashlyn | 2020-11-25 | 2020-12-28 | $ 198,000.00 | $ 194,413.00 | Funded | Purchase | Primary | Click N Close | fha | brokered | units | First | 0 |