Closing cost itemization

The Closing Cost Details editor

1. 1

   From a strategy's closing costs section, open the itemization. The Closing Cost Details window lists every fee.

2. 2

   Press Add Fee for a new line. Pick a fee name (searchable presets or your own), a bucket, an amount, and who pays it.

3. 3

   Each amount toggles between a dollar figure and a percentage of the loan amount with the $/% button; percentage mode shows the computed dollar total underneath.

4. 4

   The APR, PPE, and +Loan badges toggle per fee: whether it counts toward APR, whether it is a prepaid/escrow item, and whether it is financed into the loan.

   

5. 5

   On a phone each fee is a stacked card with the same controls; nothing scrolls sideways.

Templates and bulk actions

1. 6

   Pick a State (DC, MD, VA) and apply a saved Template to fill the sheet in one step. Applying over existing fees asks whether to Replace All or Add to Existing.

2. 7

   Clear All empties the list; Add All to Loan / Remove All from Loan flips financing for every fee at once.

3. 8

   Name the current sheet and press Save As Template to reuse it on future deals.

4. 9

   When TitleCapture is enabled on your account, a Title Quote button pulls live title and recording fees for the property's jurisdiction.

   Prepaid escrow reserves are auto-calculated from the loan's monthly costs and appear in their own section; program fees financed into the loan show separately too.

Totals

The footer totals costs by payer: Borrower, Seller, Lender, and Broker. Press Apply to Loan to push the itemization back into the strategy.