Mortgage Training Clips : Mortgage Training Clips www.CompleteMortgageProcessing.com
Mortgage Education : Mortgage Education Loan Officers
Loan Processors
Mortgage Broker
Realtors
Property Investors Instructor-led classes
Multimedia presentations
Self-study books
Mentoring program www.CompleteMortgageProcessing.com
Today’s Topic : Today’s Topic Setting Up a Loan File RESPA GFE 1003 Appraisal Payoff Title Report www.CompleteMortgageProcessing.com
The LOAN FLOW PROCESS : The LOAN FLOW PROCESS www.CompleteMortgageProcessing.com
The LOAN FLOW PROCESS : The LOAN FLOW PROCESS
Underwriting
Closing
Funding www.CompleteMortgageProcessing.com
What is Loan Set-up? : What is Loan Set-up?
LOAN SET-UP Supplies Categorizing Documentation www.CompleteMortgageProcessing.com
Basic Supplies : Basic Supplies Gather Your Supplies
File Folders
Fasteners
Conversation sheet
Submission form
Labels
Order forms
Hole punch www.CompleteMortgageProcessing.com
Relevant Categories : Relevant Categories
Use lender’s stacking order
If none, use standard categories:
income, assets, credit, appraisal,
disclosures, etc.
Place in date order
Secure with fastener www.CompleteMortgageProcessing.com
Slide9 : Use your electronic or paper conversation sheet to jot down a few observations you made during set-up.
You can also use sticky notes to tab pages that need to be reviewed right away.
Now pass it on … Important File Notes 3 www.CompleteMortgageProcessing.com
Mortgage Training Clips : Mortgage Training Clips www.CompleteMortgageProcessing.com Join Us Again Soon for More…