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Quality Control Plan

Red Flag Identity Theft

Origination

Processing

Underwriting

Closing

HR/Physical Operations

Wholesale

Package Modules together for a complete, seamless solution

Processing Module

Topics

• Position Description

• Processes for Loan Setup

• Disclosure Preparation

• Vendor (Appraisal/Credit/Title) Order Process

• Stack Order Checklists

• Customer Contact Process

• Status Update Process

• Pipeline Management

• Documentation Requirements

• Determining File Readiness

• Pre-Submission Checklists

• Underwriting Conditions Process

• Closing Preparation Process

• Pre-Closing Checklists

• Schedule Management

All loan processing forms are available on disk to customize for your own needs. 

Add loan plan specifications, rate sheets or other documentation for your company to make it more robust.

 

Can be Value Priced as part of Banker, Broker or Wholesaler Packages Price: $295.00