ORDER WORKSPACE

3500 Montrose Boulevard

Pending

HoustonUnassignedClosing · Not scheduled

Settlement

Draft settlement

How this worksheet works

New rows autosave as drafts. Apply charge adds a completed row to the totals. Existing charges use Save row.

Only entered charges and prorations are included; policy estimates are not automatically posted. Final CD issuance remains pending.

Charge / payee	Buyer · at closing	Buyer · before closing	Seller · at closing	Seller · before closing	Paid by others	Balance / actions
A · Origination charges
B · Services borrower did not shop for
C · Services borrower did shop for
E · Taxes and other government fees
F · Prepaids
G · Initial escrow payment at closing
H · Other
Needs classification
D · Loan costs	$0.00	$0.00	$0.00	$0.00	$0.00	Calculated
I · Other costs	$0.00	$0.00	$0.00	$0.00	$0.00	Calculated
D + I · Before general lender credits	$0.00	$0.00	$0.00	$0.00	$0.00	Calculated
J · After general lender credits	$0.00	$0.00	$0.00	$0.00	$0.00	Calculated
General lender credits: $0.00. Totals reflect entered charges only. Draft rows are excluded until applied.

Set the order purchase price.

Obligation	From → to	Amount / evidence	Actions

Add creditors and service providers in People & ownership, then record their obligations here.