Mortgage Policies and Procedures Manuals
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Loan Closing and Funding Policies and Procedures

Document Review
Settlement Coordination and Preparation
Warehouse and Delivery

Closing, Funding and Delivery Policies and Procedures Plan

Also included in the Complete Mortgage Banker Package and Complete Wholesaler Package
Lien perfection is one of the most critical risk areas in the mortgage process.  The Closing and Funding module provides step by step quality control policies and procedures, document review process, standards and guidelines to allow you to control the funding function.  As with all of our products, we provide tools like checklists for review of the LE/CD to ensure that all changed circumstances get accurately reflected, post-closing document review, loan ticklers for pre-funding reviews and post-funding audits. 

The Closing Manual also functions as a General Closing Instructions manual for settlement agents and closing vendors. This means that your company no longer has to worry about whether an approved vendor can reference your standards for conducting closings and reviewing documentation saving you time and money by avoiding multiple phone calls at the end of the month.

This product is also required by warehouse lenders who want to ensure that participating correspondents have accurate controls for the  document closing, funding and delivery to the warehouse bank.  

Finally, this product acts as comprehensive written training program for new closers and/or funders.

Mortgage Closing, Funding and Delivery Policy and Procedure Highlights

  • Position Description
  • Documentation Requirements
  • Schedule Management
  • Pre-Closing Checklists
  • Funding Worksheets
  • Closing Crisis Management
  • Post Closing
  • Document Follow Up System
  • Servicing Set Up
  • Warehousing
  • Delivery
  • State Audit Preparation System
  • Approved Attorney System  
Closing & Delivery Plan Table of Contents
File Size: 24 kb
File Type: pdf
Download File

Purchase Mortgage Closing, Funding and Warehouse Delivery Policies and Procedures

$395.00
Includes supporting documents in Word/MS Office Format
Request Discount Code for Affiliate or Association Referrals
Documents delivered immediately via e-mail link (allow 5-15 minutes for processing)

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All material copyright 2006-2022 QuickStart Mortgage Manuals
  • Home
    • What Regulators Require
    • The CFPB and You
    • Why do I need Quality Control?
    • What is a Module?
    • What is a Template?
    • Get Free Update Notifications
    • About Us >
      • FAQs
      • Industry Blog
      • Mortgage Resources
      • Client List
      • Discount Codes
      • Free Sample Request Form
  • Policy/Procedure Manuals
    • Single Policies >
      • TRID-Integrated Disclosure Policy
      • Social Media Policy and Procedure
      • Vendor Management Policies and Procedures
      • MERS Quality Assurance (QA)
      • Ability to Repay Policy
      • Anti-Money Laundering/SAR Reporting
      • Fair Lending Plan
      • E-Sign Policy
      • FACTA/Information Security
      • Mortgage Compliance Policies
      • SAFE Act Policy Manual
      • Secondary Marketing Manual
      • Appraiser Independence Manual
      • HPML Appraisal Policy
      • Mortgage Business Plan
    • Quality Control Plan - Agency/Investor
    • Quality Control - Broker/Non-Delegated Corr
    • Mortgage Compliance Manual
    • Origination-Production Manual
    • Processing Policy and Procedure Manual
    • Underwriting Procedures/Credit Policy
    • Closing, Funding and Delivery
    • Mortgage Operations & Employee Manuals
    • Servicing Procedures
    • Sub-Servicing Management Manual
    • Wholesale/Broker TPO Manual
  • Complete Packages
    • Mortgage Banker/Lender Package
    • Correspondent/Broker Package
    • Compliance Pack for Lenders
    • Broker Compliance Package
    • Wholesale (TPO) Package
  • Services
    • Updates and Downloads
    • Agency Approval Services
    • Training Program Development >
      • Intranet Development
    • Audit Support >
      • New York State Audit
      • Pennsylvania State Audit
      • Nevada Audit Preparation
    • QC Audit Quote Request
    • Free Customization Offer >
      • Let Us Customize Your Product
    • Access Document Management