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Mortgage Origination Policies and Procedures

Supervisory Plan
Originator Compensation
Advertising and Marketing

Mortgage Origination and Loan Production Policies and Procedures Plan

Part of the Mortgage Banker Package and Loan Correspondent Package

Loan Production/Loan Origination policies and procedures are designed to provide step-by-step guidance for originators and managers.  It keeps loan officers in compliance, provides quality control in the process, and establishes guidelines for compliance with federal laws.  In addition to insuring quality loan applications, it also defines procedures for avoiding fraud, predatory lending and ethics violations.  Finally, this acts as a procedural training guide for mortgage loan officers and originators. In those states that require it , this provides the required written supervisory plan required of lenders.

Origination Elements

  • Position Descriptions
  • Compensation
  • Lock-in policies
  • Pricing Policies
  • Lock-in Completion
  • Pre-qualifying
  • Pre-Approval
  • Marketing Material Policy
  • Complete Application Process
  • Completing good faith estimate
  • Setting up loan files for processing
  • Pipeline review 
  • Closing preparation procedures 
  • Predatory Lending Policy
  • Ethical Mortgage Lending Practices
  • Complaint Resolution Process

Origination/Loan Production Table of Contents
File Size: 25 kb
File Type: pdf
Download File

Purchase Mortgage Origination/Loan Production Policies and Procedures

Current Price - $445
Discount for Single Policy with Association Membership or Partner Referral - Request Discount Code here
($395 after Discount Code)
Product is delivered as a download link via e-mail from document management system within 5-15 minutes of ordering

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All material copyright 2006-2025 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