Loan Processing Policies and Procedures, Employee Manual and Supervisory Plan

Also part of the Mortgage Banker Package and Mortgage Correspondent Package

Loans spend about 85% of their lifespan in processing status.  The processing function represents the most critical stage involving loan document assembly.  All other functions interact with processing at one stage or another.

Processing Policies and Procedures Elements

• AIR Compliance Process
  
• 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
  

Processing Quality Loans Plan Table of Contents
File Size:	17 kb
File Type:	pdf

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Purchase Mortgage Processing Policies and Procedures Manual and Supervisory Plan

Processing Policies and Procedures Manual $445
Click here to request Discount Code for Association Members or Affiliate Referrals
100% Editable Word Document
Delivers 5-15 minutes after order placed. You will receive an e-mail link from document management system.