The Module Concept
The mortgage process involves myriad steps and procedures. Beginning with the first customer contact to the set-up of the loan in servicing an individual loan file comes into contact with 20-50 different employees, vendors and service providers. Organizing the process in a way that makes sense is a real challenge.
This means each business unit has its own self-contained business management system. Managers can hold employees accountable for their job responsibilities. Compliance can ensure that operational procedures are being carried out in a verifiable way.
The Modules
We have broken the modules into position specific documents, each of which has a specific management path.
- Origination
- Processing
- Underwriting
- Closing
- Post-Closing/Quality Control
- Compliance
- Operations/Human Resources
- Servicing
- Information Security/Red Flag ID Theft
We Have Any Plan You Need
Quality Control Plan
Mortgage Vendor Management
Red Flag Identity Theft Plan
Safeguarding Information (GLB)
Federal Compliance
Anti-Predatory Lending
Lending Operations
Credit Policy
Origination
Fair Lending
Processing
Underwriting
Lending Policies
Closing/Funding/Settlement Procedures
Human Resources
Branch Operations
Physical Operation
Disaster Recovery
Wholesale
Broker Approval/Channel
Loan Servicing
Secondary Marketing
Loss Mitigation
Commercial Lending
Construction Lending
Business Plan
If you do not see what you are looking for, please call, chat or e-mail.
Quality Control Plan
Mortgage Vendor Management
Red Flag Identity Theft Plan
Safeguarding Information (GLB)
Federal Compliance
Anti-Predatory Lending
Lending Operations
Credit Policy
Origination
Fair Lending
Processing
Underwriting
Lending Policies
Closing/Funding/Settlement Procedures
Human Resources
Branch Operations
Physical Operation
Disaster Recovery
Wholesale
Broker Approval/Channel
Loan Servicing
Secondary Marketing
Loss Mitigation
Commercial Lending
Construction Lending
Business Plan
If you do not see what you are looking for, please call, chat or e-mail.