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AmeriNational CSA Amendment No. 2
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AmeriNational CSA Amendment No. 2
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12/19/2025 3:39:12 PM
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12/17/2025 3:47:35 PM
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CM City Clerk-City Council
CM City Clerk-City Council - Document Type
Agreement
Document Date (6)
9/23/2025
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PERM
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Exhibit B <br />Fee Schedule <br /> <br />Loan Portfolio Management <br /> <br />Flow Loan Set-up fee: $55.00 per loan <br /> <br />Amortized Monthly Service Fee 2: 1/24 of 1% per month of original <br />principal loan amount per month with a minimum fee of $15.00 and a maximum monthly fee of $20.00 <br />for each loan in the portfolio. Escrowing and/or monitoring of taxes and insurance are included with the <br />service at no additional cost, except for a one-time tax service vendor fee if acceptable transferable tax <br />contracts are not already in place. <br /> <br />Additional monthly fee for loans over 60 days delinquent: $25.00 per loan <br /> <br />Monthly Service Fee for Deferred Loans: <br /> <br />i. Warehouse: $4.00 per loan per month <br /> <br />ii. Warehouse and monitor of taxes and/or insurance: $10.00 per loan per month plus a one-time <br />tax service vendor fee. <br /> <br />iii. Warehouse and escrow of taxes and/or insurance: $15.00 per loan per month plus a one-time <br />tax service vendor fee. <br /> <br />iv. Flat fee for receiving occasional payments or forgiveness event on deferred loans: $15.00 per <br />payment or forgiveness event. <br /> <br /> <br />Tax Service Fee <br /> <br />If it is determined that Tax Service is needed, then a one-time fee of $80.00 per loan for loan amounts up <br />to $500,000 will be passed through to the Client (may be assessable to borrower). For loan amounts over <br />$500,000, there is an additional charge of $10 per $100,000. Future charges may vary based on outside <br />vendor pricing. Additional or supplemental charges imposed by the respective taxing authority for <br />procurement of duplicate tax bills will be directly passed through to the Client. <br /> <br /> <br />Forbearance Plans <br /> <br />If requested by the Client, AmeriNat will charge a flat fee of $395.00 per loan per occurrence to institute <br />a formal forbearance plan (usually in excess of 6 months in duration and with approval of the Client). The <br />Client may require the borrower to pay this fee. Informal forbearances (usually less than 6 months in <br /> <br />2 Escrowing and/or monitoring of taxes and insurance are included with the service at no additional cost except for <br />a one-time tax service vendor fee if acceptable transferable tax contracts are not already in place. <br /> <br />Docusign Envelope ID: 2B617463-847A-4D49-A35E-F34CFC91F6B8
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